Disney in Mexico

The Walt Disney Company – Direct to Consumer Business Segment (Disney+ & Hulu)

Expansion into Mexico’s SVOD Market

Threats:

· Competition such as Netflix and Amazon already have expanded to over 190 countries

· Political corruption very prominent

· Mexico has a very low poverty line

· Need to cater to Spanish language & culture

· Digital infrastructure/ connectivity to the internet still growing within the country

Weaknesses:

· Currently Disney+ & Hulu currently or will only operate within the United States

· Subscriptions to services are a luxury item

· Countries with negative economic conditions will boast less buyers

· Less amounts of original content available compared to Netflix & Amazon

Opportunities:

· Will be the only streaming provider of all of its owned content

· Can package Hulu and Disney+ together as a bundle for a cheaper price to draw more customers

· No major government regulations regarding streaming content

· One of the largest Latin American streaming countries

· SVOD industry projected to increase revenue by $150 million by 2023

Strengths:

· Major brand recognition for the company as a whole as well as the entertainment brands owned (Marvel, Lucas Film Ltd., Pixar, etc.)

· Extremely large and diverse portfolio

· Prior experience with global expansion within other business segments

· Competitive edge for subscription prices of both Disney+ & Hulu