Analyst analysis inevitably shifts Disney's policy to focus on streaming

On Monday, October 12, 2020, local time,

Disney decided to reorganize its business in response to the strong performance of its streaming service Disney +.

Disney + will show past works by Disney, Pixar, Marvel, etc., as well as new movies such as 'Mulan' and 'Soulful World'.

Notice about Disney Plus distribution of movie 'Soulful World' ｜ Movie ｜ Disney Official
https://www.disney.co.jp/movie/news/20201009_01.html

In particular, when 'Mulan', which was decided to be exclusively distributed on Disney + after two postponements of publication, appeared in September 2020, sales of Disney + increased significantly. It was set that 29.99 dollars (about 3200 yen) was required in addition to the monthly usage fee, but it is reported that sales equivalent to 'box office revenue of 33.5 million dollars (about 3.5 billion yen)' were sold within 3 days from the start of distribution.

New movie 'Mulan' satisfied with online viewing status = Disney executives | Reuters
https://jp.reuters.com/article/disney-mulan-idJPKBN2610G8

Thompson uses the New York Times as an example to explain Disney's shift to streaming.

The New York Times is one of America's leading daily newspapers, but it launched the Internet version in 1996, and then introduced a subscription model, moving away from a mere advertising model. At that time, the company was very particular about the top articles on one side and held an editorial meeting called 'Page One Meeting', but Dean Bucket, who became the editor-in-chief in 2014, said, 'We will focus on digital in the future. We decided that we should do it, and abolished the traditional 'Page One Conference'.

For Disney, Thompson said the 'Page One Conference' was a traditional cinema-like format, and said the change in policy was aimed at long-term profits. He added that although the successful delivery of Mulan hastened the transition, sooner or later Disney had no choice but to embark on a streaming service.