Reliance-Disney pact may set stage for consolidation
Hindustan Times|February 05, 2024
India's cluttered video streaming market could be in for some consolidation, if the sale of a majority of Disney's India assets to Mukesh Ambani's Reliance Industries Ltd sails through.
Lata Jha
Reliance-Disney pact may set stage for consolidation

The proposed transaction will give Reliance access to Disney's massive English language content libraries, including its Marvel catalogue. Meanwhile, Reliance already has content from HBO, and is bullish on regional languages, including the four South Indian languages, as well as Marathi and Bengali. Sports will be a priority as well.

The combined Reliance-Disney streaming entity will be three to four times bigger in terms of total hours of programming than Netflix, and may even look at acquiring smaller, niche language-specific entities that are struggling to survive.

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