I've been following Disney's pursuit of their own streaming service and the process they've undertaken to get there. For starters they signaled their intention and then acquired the infrastructure of MLB's streaming group. That was a key and very schrewed move, as the MLB infrasructure was already supporting other companies, like WWE, and was a proven, battle tested and state of the art network. It also brought with it relationships and talent that understood how to stream and scale.
Next they signaled again, telling the market that properties of theirs in the Marvel family would be coming to Disney+. This was less about taking the content away from rival Netflix than it was the first step in how the streaming service would be where the best Disney content could be found when it launches. And then yesterday Disney indicated that as soon as the theatrical release obligations of their cinematic efforts were up, they would immediately become available on Disney+ which is lining up massive distribution from the start.
Well, reading between the lines, the battle lines are being drawn but that's not as important as what Disney is doing with Disney+. It's about you, the viewer, and how you interact with Disney, the brand. Up until Disney+ once a video asset left Disney and was aired on a network, shown in a theatre, or offered as a DVD, that asset, much like what the wine and spirits industry understands too well, is that the customer wasn't known. With Disney+ it's all about the data, and you the customer.
By adding data to the mix, Disney knows who has children watching what. That makes it easy to work with their licensed products team to decide what to market to whom. For their theme parks efforts, Disney+ data crossed with other cookie data they have access to means offers and sales. The list of opportunities goes on and on.
When you add it all up, Disney has done with Disney+ what they have done with the theme park business. Acquire infrastructure (land now technology), engage with the market via distribution (travel agents, airlines and hotels now set top boxes), put together the content (the rides, experiences now video elements).
Now that Disney will have the data, which connects you to them even more closely, Disney is poised to become the biggest self marketer since Amazon....now that's Imagineering...