As Disney Plus continues to challenge Netflix with a subscriber base of more than 28 million, the elder streaming service has turned its focus to animated features.
"While Netflix's creative and experimental animation is paying off during awards season, Disney still dominates in enticing the masses. In 2019, "The Lion King" did over $1.6 billion worldwide, "Frozen 2" did over $1.4 billion, and "Toy Story 4" did over $1 billion. They are among the top 10 box office blockbusters in 2019," said Gene Del Vecchio, author of Creating Blockbusters.
"I doubt the most powerful animation franchise in the world [Disney] is quaking in their boots," said Jeff Wlodarczak, Founder and CEO of Pivotal Research Group. In 2016, Netflix and DreamWorks expanded the deal, though the length of the agreement was not disclosed by the companies. The relationship between the two has made Netflix the global home, excluding China, to multiple new original series, such as: Trollhunters, Dragons: Race to the Edge, and Dinotrux and granted streaming rights to the DreamWorks Animation feature film collection. Several shows in the pipeline including the recently announced Jurassic World Series.
Even as Sarandos talks up the "prestige" animated features and the Oscar nominations in this category come in, their ability to draw people into the streaming service only serves an end goal if Netflix can keep them as subscribers by offering their children repeat viewing options. "You're always trying to get content out to kids and not as worried about level of quality," Mackler said, and he added that was the same with the 1960s, 70s and 80s television.
"There is a pretty devoted following for this type of niche content. Disney has almost nothing to do with it, so it makes sense for Netflix to focus where Disney is not," he said.
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