Author Topic: DIS - Disney  (Read 44633 times)

cameronfen

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Re: DIS - Disney
« Reply #170 on: Today at 11:41:55 AM »
Anyone has a view about the Star India and Hotsar within Disney, acquired through Fox transction? Star India seems to be the lead video provider in India. HotStar, their DTC product,  has 300M monthly active users. India seems to be poised for a long runway of economic growth and digital video business  growth.

My friend from India says Hotstar has a couple advantages over Netflix and Prime video, namely more local language content and more importantly sports like cricket.   Additionally its mobile first and most watch on their phones so less shared accounts and more relevent to future trends.