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{"id":2268552,"date":"2019-12-20T12:27:50","date_gmt":"2019-12-20T11:27:50","guid":{"rendered":"https:\/\/www.phonandroid.com\/?p=2268552"},"modified":"2021-04-14T14:57:49","modified_gmt":"2021-04-14T12:57:49","slug":"netflix-disney-aurait-finalement-vole-1-million-abonnes-leader-vod","status":"publish","type":"post","link":"https:\/\/www.phonandroid.com\/netflix-disney-aurait-finalement-vole-1-million-abonnes-leader-vod.html","title":{"rendered":"Disney+ aurait finalement vol\u00e9 1 million d’abonn\u00e9s \u00e0 Netflix"},"content":{"rendered":"

Disney+ aurait finalement vol\u00e9 1 million d'abonn\u00e9s \u00e0 son rival Netflix, r\u00e9v\u00e8lent des analystes financiers. Contrairement aux premi\u00e8res estimations, le rapport estime l'arriv\u00e9e que Disney, ainsi que d'Apple, sur le march\u00e9 du streaming a provoqu\u00e9 une grosse vague de d\u00e9sabonnements chez le leader de la VOD au cours de ce trimestre. N\u00e9anmoins, les diff\u00e9rents services sur le march\u00e9 devraient pouvoir coexister. Netflix n'est pas encore pr\u00eat de s'\u00e9crouler.\u00a0<\/strong><\/p>\n

\"disney<\/p>\n

Un rapport r\u00e9dig\u00e9 par les analystes de Cowen & Co, une banque d'investissement am\u00e9ricaine, et relay\u00e9 par nos confr\u00e8res du Hollywood Reporter, assure que Disney+ a vol\u00e9 1,1 million d'abonn\u00e9s \u00e0 Netflix au cours du mois de novembre 2019<\/strong>. Pour rappel, Disney+ est disponible depuis le 12 novembre 2019 aux Etats-Unis, au Canada et aux Pays-Bas. Fin novembre, un rapport de Bloomberg affirmait pourtant que le lancement de la plateforme n\u2019a pas impact\u00e9 le parc d\u2019abonn\u00e9s de Netflix<\/a>. Dans le d\u00e9tail, la situation est donc plus compliqu\u00e9e qu'il n'y parait.<\/p>\n

Selon Cowen & Co, environ 1,6 million d'abonn\u00e9s vont d\u00e9serter Netflix<\/a> au cours du quatri\u00e8me trimestre 2019 suite \u00e0 l'arriv\u00e9e de Disney+ et d'Apple TV+. Le rapport estime que 5,8% des clients Netflix ont r\u00e9sili\u00e9 leur abonnement apr\u00e8s avoir souscrit \u00e0 Disney+<\/strong>. Pour Cowen & Co, ce taux de d\u00e9sabonnement est “g\u00e9rable”<\/em>.<\/p>\n

Malgr\u00e9 cette vague de d\u00e9sabonnements<\/a>, le parc de clients de Netflix ne devrait pas se r\u00e9duire, temp\u00e8re le rapport. Au cours de la p\u00e9riode, Netflix parviendra \u00e0 compenser en recrutant davantage d'abonn\u00e9s<\/strong> dans le monde. Le service de streaming serait parvenu \u00e0 s\u00e9duire jusqu'\u00e0 7,6 millions suppl\u00e9mentaires au cours de ce trimestre. Comme toujours, Netflix peut compter sur le succ\u00e8s populaire de titres tr\u00e8s attendus, comme The Witcher<\/a> ou You saison 2, pour cr\u00e9er l'engouement. Bref, la concurrence de Disney et d'Apple n'est pas encore capable de ralentir la croissance de Netflix.<\/p>\n

Lire \u00e9galement :\u00a0mon test et avis sur Disney+, la nouvelle plateforme de streaming concurrente de Netflix<\/a><\/strong><\/p>\n

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