As Streaming TV Competition Rages, Disney+ Shines

A smartphone with the "Disney" logo is seen on a keyboard in front of the words "Streaming service" in this picture illustration taken March 24, 2020. REUTERS/Dado Ruvic/File Photo
A smartphone with the "Disney" logo is seen on a keyboard in front of the words "Streaming service" in this picture illustration taken March 24, 2020. REUTERS/Dado Ruvic/File Photo
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As Streaming TV Competition Rages, Disney+ Shines

A smartphone with the "Disney" logo is seen on a keyboard in front of the words "Streaming service" in this picture illustration taken March 24, 2020. REUTERS/Dado Ruvic/File Photo
A smartphone with the "Disney" logo is seen on a keyboard in front of the words "Streaming service" in this picture illustration taken March 24, 2020. REUTERS/Dado Ruvic/File Photo

The streaming television race is heating up, with Disney showing Wednesday it is closing the gap with market leader Netflix, whose stride has slowed.

The US entertainment giant blew past expectations for new subscribers to its flagship streaming service Disney+, whose big studio muscle helped it reach 129.8 million subscribers worldwide, some five million more than analysts had predicted.

Netflix ended the year with 221.8 million subscribers, a massive number, but it announced slowing growth, AFP said.

"We certainly understand the pie is big enough for both companies to succeed," CFRA analyst Tuna Amobi said of the streaming rivals.

"What is undeniable is the competition has gotten more intense."

Netflix and Disney+ both saw numbers boom under the lockdown lifestyles brought about by the pandemic.

Disney, the Hollywood entertainment behemoth that turns 100 next year, saw streaming subscriptions pick up pace as pandemic restrictions ease, while Netflix saw them slow.

"Our unmatched collection of assets and platforms, creative capabilities, and unique place in the culture give me great confidence we will continue to define entertainment for the next 100 years," Walt Disney Company CEO Bob Chapek said in an earnings statement.

The company, with an empire that stretches from movies to theme parks and also includes streamers Hulu and ESPN+, reported profit that topped forecasts on revenue which surged to $21.8 billion in the final three months of 2021.

Disney has a huge pipeline of content and big name franchises such as "Marvel" and "Star Wars," while Netflix has found success investing in original content from Hollywood and beyond.

"These results speak volumes for Disney's storied brands and its ability to rise above the competition in an increasingly crowded digital media market," wrote Insider Intelligence analyst Paul Verna.

- Originality -
Like the Prime video streaming service fielded by Amazon, Disney is copying Netflix's tactic of investing in local content that appeals to the language, culture and tastes in respective international markets.

"We have created a new organization in the company to shepherd development of that content" and hope to get "some global hits" out of locally produced content, Disney's Chapek said.

Netflix has made that approach work, backing original blockbusters such as "Squid Game" from South Korea and France's "Lupin."

Disney said it has some 340 programs in the works outside the United States that are expected to be delivered in the next 18 to 24 months.

Shows or films made in various countries by local talent has been a strength for Netflix, which is relying on international markets for growth now that it is firmly entrenched in US households.

Disney, based in Southern California, is present in only about 60 countries, against more than 190 for Netflix, but aims to add 100 more by 2023.

Disney+ subscriptions could further close the gap with Netflix once it enters all those countries, according to Amobi.

In India alone, Netflix, Disney and Amazon are rivals in a market which last year was reported to have some 60 million to 70 million paying subscribers.

International growth, though, comes with the caveat that subscription prices tend to be much lower than what is charged in the United States.

Netflix did not hesitate to lower its prices in India at the end of last year, to remain competitive.

Disney relies on subsidiary Hotstar in India, where revenue per subscriber is lower than in other countries where its streaming service is established.

With just shy of 74 million total subscribers, more than half of them in the United States, HBO and its HBO Max service lack the firepower of Amazon, Disney and Netflix.

A planned marriage with Discovery+, expected to be finalized by mid-year, could ignite momentum for HBO.

NBC-owned Peacock along with Paramount+ and even Apple TV are, for the time being, distant runners-up to the top contenders.

"Trends still favor streaming platforms," analyst Amobi told AFP.

"The pandemic accelerated those tailwinds. The question is, coming out of the pandemic how many of those winds could reverse?"

Digital TV Research estimates that online video services will have 1.7 billion subscribers worldwide by 2026.

"There's more competition than there has ever been," Netflix chief executive Reed Hastings said recently.

Overall, he added, there is confidence that traditional television withers away in the next 10 to 20 years, with streaming becoming the new norm.



Hollywood Studios and Actors’ Union Find Common Ground on AI

 SAG-AFTRA chief negotiator Duncan Crabtree-Ireland attributed the mostly drama-free agreements with studios during this round of negotiations to a new mindset. (AFP)
SAG-AFTRA chief negotiator Duncan Crabtree-Ireland attributed the mostly drama-free agreements with studios during this round of negotiations to a new mindset. (AFP)
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Hollywood Studios and Actors’ Union Find Common Ground on AI

 SAG-AFTRA chief negotiator Duncan Crabtree-Ireland attributed the mostly drama-free agreements with studios during this round of negotiations to a new mindset. (AFP)
SAG-AFTRA chief negotiator Duncan Crabtree-Ireland attributed the mostly drama-free agreements with studios during this round of negotiations to a new mindset. (AFP)

As Hollywood's performers cast their ballots to approve the latest negotiated contract, union leaders say they have made some progress in conversations with studio bosses since the massive strike in 2023, especially when it comes to concerns about artificial intelligence.

SAG-AFTRA chief negotiator Duncan Crabtree-Ireland attributed the mostly drama-free agreements in this round of negotiations to a new mindset, "because the studios and streamers came to the table with a different perspective."

With 160,000 members working in film, television and video games, SAG-AFTRA is the largest and most influential union of its kind globally.

Members of the actors' union are voting on a newly negotiated agreement that was approved by the national board earlier this month, ahead of the current contract's expiration at the end of June.

"The tone of the negotiation was much more collaborative and a lot more creativity was brought by both sides, so I really believe that the 2023 strikes -- while they were very difficult for all of us -- did help effectuate a reset in the relationship between the studios and the unions in general," Crabtree-Ireland told AFP.

Approval would mean avoiding a repeat of disastrous 2023 strikes that shuttered productions, costing studios billions of dollars, while actors stood their ground against AI and other issues.

- AI's evolutions -

The strike by the Screen Actors Guild-American Federation of Television and Radio Artists (SAG-AFTRA) lasted 118 days, with star-studded picket lines outside major studios in Los Angeles and New York, marking the longest such revolt in Hollywood history.

AI technology was a sticking point for many, and that tension persists, Crabtree-Ireland said.

"They do feel more secure than they did in 2023 but there's still a very, very strong concern about AI -- and especially because the generative AI tools have advanced so much in the last three years," he said.

The latest agreement does not close the door on AI, but it does introduce new protections.

Under the new contract, digital replicas -- which use AI or any technology to replicate an actual living or deceased performer -- must "have informed consent and fair compensation," Crabtree-Ireland said.

The contract allows for limited use of synthetics, under "unusual circumstances," when a generative AI system can be used to create a character who is not based on any actual person in the world.

"There's now process in place which would require the companies to come to the union if they want to use a synthetic in a project, they have to demonstrate to us that this synthetic brings a significant additional value to the production," Crabtree-Ireland said.

"While this doesn't rise quite to the level of a complete prohibition, it's a very strong disincentive."

Voting on the latest contract closes June 4.


Oscar-Winning ‘Star Wars’ Editor Marcia Lucas Dies at 80

Marcia Lucas, wife of director George Lucas, right, carries her Oscar statuette as they arrive at a post Academy Awards party at the Beverly Hilton Hotel in Los Angeles, April 4, 1978. (AP)
Marcia Lucas, wife of director George Lucas, right, carries her Oscar statuette as they arrive at a post Academy Awards party at the Beverly Hilton Hotel in Los Angeles, April 4, 1978. (AP)
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Oscar-Winning ‘Star Wars’ Editor Marcia Lucas Dies at 80

Marcia Lucas, wife of director George Lucas, right, carries her Oscar statuette as they arrive at a post Academy Awards party at the Beverly Hilton Hotel in Los Angeles, April 4, 1978. (AP)
Marcia Lucas, wife of director George Lucas, right, carries her Oscar statuette as they arrive at a post Academy Awards party at the Beverly Hilton Hotel in Los Angeles, April 4, 1978. (AP)

Marcia Lucas, who won an Oscar as editor of the original 1977 “Star Wars" and was part of a group of women whose editing was essential to film's New Hollywood era, has died, a lawyer for her family said Friday. She was 80.

Lucas, who was married to “Star Wars” creator George Lucas from 1969 to 1983, died Wednesday from metastatic cancer, attorney Deidre Von Rock said in an email to The Associated Press. She died in Rancho Mirage, California, surrounded by loved ones, Von Rock said.

Marcia Lucas was the editor on 1983's “Return of the Jedi” and the pre-“Star Wars” George Lucas-directed films “THX 1138” and “American Graffiti.”

She was also part of the editing team for director Martin Scorsese's 1970s films “Taxi Driver,” “Alice Doesn't Live Here Anymore” and “New York, New York.”

Editor was a rare senior creative position where a woman could find a foothold in Hollywood. Marcia Lucas became one of several women whose work in the editing chair made sense of the work of the overwhelmingly male directors of the New Hollywood of the late 1960s through the early 1980s, including Dede Allen, editor of “Bonnie and Clyde” and “Dog Day Afternoon”; Verna Fields, editor of “Paper Moon” and “Jaws"; and Thelma Schoonmaker, editor of most of Scorsese's films starting with 1980's “Raging Bull.”

Lucas was often called the unsung hero of “Star Wars,” the original film that after sequels, prequels and spinoffs has come to be known by its subtitle, “A New Hope.”

She convinced her then-husband that he should have Obi-Wan Kenobi, played by Alec Guinness, die in his lightsaber battle with Darth Vader and become a spirit guide to Mark Hamill's Luke Skywalker.

And she had to make sense of raw footage that could have been a mess in the wrong hands, including the climactic rebel attack on the Death Star.

“It was extremely complex and we had 40,000 feet of dialogue footage of pilots saying this and that. And she had to cull through all that, and put in all the fighting as well,” George Lucas told Rolling Stone in an interview a few months after the film came out. “Nobody really has ever tried to interweave an actual plot story into a dogfight, and we were trying to do that."

Lucas was born Marcia Griffin in Modesto, California shortly after the end of World War II. She moved to Los Angeles with her mother after her parents divorced when she was a small child.

She began working as a film librarian and moved into working as an editor on commercials, trailers and promotional films. She was an assistant editor on the documentary “Journey to the Pacific” for Fields, who also hired George Lucas, then a film student at the University of Southern California.

The couple became engaged soon after. Their marriage would essentially end in 1982, but they kept their divorce under wraps until after the release of “Return of the Jedi” in 1983. Marcia Lucas was then married to Tom Rodrigues, a production manager at the Skywalker Ranch production center, from 1983 to 1993.

She is survived by her daughters, Amanda Lucas and Amy Soper, and grandchildren Felix Hallikainen, Aeliana Hallikainen and Knox Soper.

"Her influence on film is indelible, but those who knew her best will remember the way she made life feel more vivid, more beautiful, more fun, and more full of love,” a family statement said. “Her work was known for its emotional intelligence, rhythm, and humanity — a rare ability to find the truth of a scene and bring heart, momentum, and clarity to the screen.”


The Golden Trailer Awards: Hollywood’s ‘Oscars’ for Movie Previews

The gala started in 1999 when co-founders Monica Brady and Evelyn Watters were looking for a team to produce a trailer. (Getty Images/AFP)
The gala started in 1999 when co-founders Monica Brady and Evelyn Watters were looking for a team to produce a trailer. (Getty Images/AFP)
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The Golden Trailer Awards: Hollywood’s ‘Oscars’ for Movie Previews

The gala started in 1999 when co-founders Monica Brady and Evelyn Watters were looking for a team to produce a trailer. (Getty Images/AFP)
The gala started in 1999 when co-founders Monica Brady and Evelyn Watters were looking for a team to produce a trailer. (Getty Images/AFP)

The Golden Trailer Awards, which recognize the people behind Hollywood's best-made movie previews, returned for its 26th edition Thursday.

The gala started in 1999 when co-founders Monica Brady and Evelyn Watters were looking for a team to produce a trailer, only to find that those who worked in the field were practically anonymous.

"Trailer editors, the people creating some of the most memorable moments of the moviegoing experience, were completely unrecognized," Brady told AFP.

"They weren't credited on trailers, they weren't credited in films, and there wasn't even a directory to find them."

The pair, who remain as executive producers on the award show, oversaw 19 prizes given out during the inaugural ceremony in New York.

The ceremony was held in Los Angeles and recognized achievements in more than 100 categories.

The night's most coveted statuette for Best of Show went to the trailer for sci-fi movie "Project Hail Mary", starring Ryan Gosling, which was created by Wild Card Creative Group.

But what makes one movie trailer stand out from the rest?

"What makes a great trailer, first and foremost, is a great hook," Watters said.

- 'A tempting appetizer' -

An honoree will likely have "a fresh storyline, compelling characters, an emotional moment, and something audiences haven't seen before," she explained ahead of the ceremony.

"A winning trailer is a tempting appetizer, it is not the whole meal."

Taylor Engel, a creative director at Create Advertising Group -- which received 16 nominations this year for the company's work on trailers for "Sinners,Tron: Ares" and "Only Murders in the Building" -- said editing a trailer is like putting together pieces of a puzzle.

"We get materials at the beginning of the project, and it could be anything. Sometimes you get the movie, sometimes you get just dailies, you know, just the scenes that they shot," Engel said.

The challenge lies in combining the audio, video and editing effects to "tell maybe a different story or showcase the movie in some way."

Like film editing, movie trailers have evolved over the decades in Hollywood, and the crowded marketplace for attention has led to fierce competition.

Sometimes, the trailer ends up being better than the movie itself -- something that has become its own category in the Golden Trailer Awards.

Dubbed the "Golden Fleece," this year's nominees include trailers for the horror film "Shell" starring Elisabeth Moss and "The Strangers: Chapter 3."

- No AI used -

Despite the intense competition and demand, Engel said that the work in making movie trailers is not under the same pressure to utilize artificial intelligence as other sectors of Hollywood.

"Every cut is very specific in why you pair a shot with a certain piece of music," Engel said.

AI tools "may get better at recreating what's been done in the past, but what's exciting about trailers is when you see something that you've never seen before, you see it done in a different way," the creative director said.