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디즈니, 아시아에서 영향력 있는 오리지널 콘텐츠로 넷플릭스에 도전 - Benzinga Korea 한국

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<a href="mailto:?subject=%EB%94%94%EC%A6%88%EB%8B%88%2C%20%EC%95%84%EC%8B%9C%EC%95%84%EC%97%90%EC%84%9C%20%EC%98%81%ED%96%A5%EB%A0%A5%20%EC%9E%88%EB%8A%94%20%EC%98%A4%EB%A6%AC%EC%A7%80%EB%84%90%20%EC%BD%98%ED%85%90%EC%B8%A0%EB%A1%9C%20%EB%84%B7%ED%94%8C%EB%A6%AD%EC%8A%A4%EC%97%90%20%EB%8F%84%EC%A0%84&body=https%3A%2F%2Fkr.benzinga.com%2Fnews%2Fusa%2Fstocks%2F%25EB%2594%2594%25EC%25A6%2588%25EB%258B%2588-%25EC%2595%2584%25EC%258B%259C%25EC%2595%2584%25EC%2597%2590%25EC%2584%259C-%25EC%2598%2581%25ED%2596%25A5%25EB%25A0%25A5-%25EC%259E%2588%25EB%258A%2594-%25EC%2598%25A4%25EB%25A6%25AC%25EC%25A7%2580%25EB%2584%2590-%25EC%25BD%2598%25ED%2585%2590%25EC%25B8%25A0%25EB%25A1%259C%2F" class="cf service s-email" target="_blank" title="Email" rel="nofollow noopener"> <i class="tsi tsi-envelope-o"></i> <span class="label">Email</span> </a> </div> </div> </div> <div class="post-content cf entry-content content-spacious"> <p><b>월트 디즈니 컴퍼니</b>(NYSE:<a class="ticker" href="/quote/DIS#NYSE">DIS</a>)는 아시아 스트리밍 시장에서 더 큰 점유율을 확보하기 위해 일본 애니메이션 원작에 대한 투자와 한국 슈퍼히어로 프랜차이즈 확대를 강화하고 있다.</p> <p>이 회사의 전략적 전환은 주요 아시아 시장에서 양보다 질에 집중하는 방향으로, <b>넷플릭스</b>(NASDAQ:<a class="ticker" href="/quote/NFLX#NASDAQ">NFLX</a>)의 다량, 현지 맞춤형 콘텐츠의 공격적인 전략과 대조적이다.</p> <p><a href="https://www.benzinga.com/markets/asia/24/06/39393663/netflix-bets-big-on-smallest-southeast-asian-market-expands-local-content-production-to-replicate-sq" target="_blank" rel="noreferrer noopener">이전 보도에 따르면</a> 넷플릭스는 동남아시아에서 원래 프로그램을 늘리고 있으며, 태국, 인도네시아 및 필리핀을 중심으로 젊은 인구층을 타겟으로 하고 있다.</p> <p><strong><em>또한 읽어보세요:</em></strong><em> <a href="https://www.benzinga.com/analyst-ratings/price-target/24/11/42120700/comcasts-spin-off-to-boost-broadband-and-streaming-growth-goldman-sachs" target="_blank" rel="noreferrer noopener">컴캐스트의 분사는 광대역 및 스트리밍 성장 촉진: 골드만 삭스</a></em></p> <figure class="wp-block-image size-full"><img loading="lazy" decoding="async" loading="lazy" class="wp-image-660559" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/22043345/newplot-11.png" alt="" width="750" height="650" /></figure> <p>넷플릭스의 부사장인 김민영영은 로컬 스토리를 글로벌화할 계획을 강조하면서 국내 관객을 넘어 확장할 것을 목표로 하고 니다. 보도에 따르면 태국은 2024년에 10개의 오리지널 타이틀을 출시할 계획이며, 인도네시아는 예산과 제작을 늘려 첫 좀비 공포 시리즈를 포함한다고 밝혔다.</p> <p>싱가포르에서 열린 아시아 태평양 콘텐츠 쇼케이스에서 블룸버그 <a href="https://www.bloomberg.com/news/articles/2024-11-21/disney-bets-on-korean-and-japanese-originals-in-asia-growth-push?srnd=phx-technology&#038;sref=TBDibEcD" target="_blank" rel="noreferrer noopener">인터뷰</a>에 응한 루크 강(Luke Kang), 디즈니 아시아 태평양 사장은 콘텐츠 제작에 대한 선택적 접근 방식을 강조했다. “우리는 양적 플레이어가 아니다”고 강이 말하며, 회사의 목표가 더 적은 수의 고임팩트 프로젝트를 제작하는 것이라고 강조했다.</p> <p>블룸버그에 따르면, 디즈니+는 인기 한국 슈퍼히어로 드라마 ‘무빙’의 두 번째 시즌을 갱신했다. 아티스트 강풀의 웹툰을 원작으로 한 이 시리즈는 글로벌 센세이션이 되었고, 10개 이상의 산업 상을 수상했다. 강풀은 디즈니와 함께 다가오는 공포 미스터리 시리즈 ‘조명 가게(Light Shop)’에도 협력할 것다.</p> <p>디즈니+는 또한 일본 애니메이션에 대한 투자를 계속하고 있으며, 전대대실격(Go! Go! Loser Ranger!)의 두 번째 시즌을 포함한 고단샤(Kodansha) 타이틀에 대한 독점 배급권을 보유하고 있다.</p> <p>또한 디즈니는 성공적인 모바일 게임 ‘트위스티드 원더랜드(Twisted Wonderland)’를 애니메이션 시리즈로 각색하고 있다.</p> <p>월트 디즈니의 주가는 연초 대비 26% 이상 급등했다. 디즈니의 <a href="https://www.benzinga.com/24/11/41971559/disneys-q4-boosted-by-streaming-gains-strong-box-office-and-solid-parks-performance" target="_blank" rel="noreferrer noopener">2024 회계연도 4분기</a> 매출은 6% 증가한 225.7억 달러로, 애널리스트 예상치인 223.5억 달러를 초과했다.</p> <p>이 회사는 준기 말에 1억 2,000만 개의 디즈니+ 코어(Disney+ Core) 유료 사용자를 포함한 1억 7,400만 개의 디즈니+ 코어와 훌루(Hulu) 구독으로, 전분기 대비 440만 개 증가했다.</p> <p>디즈니의 직접 소비자 스트리밍 부문은 수익성을 높여 운영 수익 3억 2,100만 달러, 매출 63억 달러를 보고하며 전년 대비 13% 증가했다.</p> <p><strong>주가 동향:</strong> 디즈니의 주가는 미국 동부 시간 금요일 오전 9:38에 0.017% 하락한 114.70달러에 거래되었다. 넷플릭스는 0.19% 하락한 895.76달러에 거래되었다.</p> <p><em><strong>또한 읽어보세요:</strong></em></p> <ul> <li><em><strong><a href="https://www.benzinga.com/24/11/42120110/alibaba-reshapes-e-commerce-operations-names-jiang-fan-as-unit-ceo" target="_blank" rel="noreferrer noopener">알리바바가 전자상거래 운영을 재편하고 장판을 유닛 CEO로 임명</a></strong></em></li> </ul> <p><em>사진 출처: Shutterstock</em></p> <p><strong>Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요</strong><br /> 독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요.<br /> <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&#038;utm_source=bz-kor" target="_blank" rel="noreferrer noopener"><strong>여기를 클릭</strong></a>하여 14일 무료 체험을 시작하세요.</p> </div> </div> <div class="the-post-tags"><a href="https://kr.benzinga.com/tag/ai-generated/" rel="tag">ai generated</a> <a href="https://kr.benzinga.com/tag/anusuya-lahiri/" rel="tag">Anusuya Lahiri</a> <a href="https://kr.benzinga.com/tag/briefs/" rel="tag">Briefs</a> <a href="https://kr.benzinga.com/tag/bz-data-project/" rel="tag">BZ Data Project</a> <a href="https://kr.benzinga.com/tag/jae-hur/" rel="tag">Jae Hur</a> <a href="https://kr.benzinga.com/tag/stock-battles/" rel="tag">Stock Battles</a> <a href="https://kr.benzinga.com/tag/stories-that-matter/" 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