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A bunch of announcements in the last week. is the headline here that at least two of the big players, netflix and disney, are actually seeing a bit of a slow down, do you think, julia? definitely in the united states and canada, there is, - what we are seeing as questions of churn how many people are staying? but in europe, there - actually is a lot more room for there to be growth. the question againl that is being asked, and this is why we are seeing - viacom, cbs, showtime and nbc universal, and peacock looking to say, what if we tried - to offerup- joined up offering? while disney has its| four franchise pillars with star wars, pixar, - and marvel, and while netflix is netflix and has some of the best and most i provocative, and also just - ....
But in europe, there - actually is a lot more room for there to be growth. the question againl that is being asked, and this is why we are seeing - viacom, cbs, showtime and nbc universal, and peacock looking to say, what if we tried - to offerup- joined up offering? while disney has its| four franchise pillars with star wars, pixar, - and marvel, and while netflix is netflix and has some of the best and most i provocative, and also just - the most quantitative original series, the others are trying to find a way and find - an audience base. so what we are seeing happen in the us and canada, - what we are seeing is a very oversaturated market - where penetration rights in households are a - little higher. europe is still a bit- of a battleground to see if there s room to really i compete or if it becomes a game of, well, we can t compete with netflix - or whomever, so we re going i to licence our content to them and make our revenue that way. ....
Lthere s much appetite in the uk| and across europe in the months to come as there is i in the united states, to have a fractured streaming service space where people . are subscribing to 7 9 - streaming services and then saying, wait, why am i notjust using cable l at this point? the question that ll. happen with peacock, where people can watch - the office and law & order, and the mindy project, - other nbc universal shows, some live sports and live news, is whether or not there s - an audience in the uk- and europe saying, yeah, i want to sign up for this. ok, so that s peacock i think disney+ has also made a bunch of announcements in the last week. is the headline here, that at least two of the big players, netflix and disney, are actually seeing a bit of a slow down, do you think, julia? definitely in the united states and canada, there is, - what we are seeing as questions of churn l how many people are staying? but in europe, there actually is a lot more room for therel ....
People are staying? but in europe, there - actually is a lot more room for there to be growth. the question againl that is being asked, and this is why we are seeing - viacom, cbs, showtime and nbc universal, and peacock starting to say, what if we tried - to offerup- joined up offering? while disney has its for franchise pillarsi with star wars, pixar, - and marvel, and while netflix is netflix and has some of the best and most i provocative, and also just - the most quantitative original series, the others are trying to find a way and find - an audience base. so what we are seeing happen in the us and canada, - what we are seeing is a very oversaturated market - where penetration rights- and households are a little bit higher. europe is still a bit- of a battleground to see if there s room to really i compete or if it becomes a game of, well, we can t compete with netflix - or whomever, so we are going to licence our content to them and make our revenue that way. simon walker, ....