📰 ReutersReutersCodex · 实盘不做把握 8/10
北京时间·🕒 发布 18:07:24时区推断·⟳ 抓取 18:09:12·⚡ 决策 08-05 22:36:39 +4h27m·82.8 天前
迪士尼与 TikTok 达成短视频内容共享合作
迪士尼可通过 TikTok 创作者内容和 Disney+ Verts 标签增加年轻用户触达，但该合作仍属于内容分发和营销层面的软催化。
📄 原文Reuters↗ 原文
Walt Disney (DIS.N) and TikTok on Wednesday announced a deal to let TikTok creators use characters and scenes from Disn…
不做 迪士尼（DIS.US）
不做：这是迪士尼与 TikTok 的短视频内容/营销合作，未披露金额、分成或订阅增量，对 DIS.US 的短线市值级重定价不足。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 本地信号库已抓到Reuters原文《Netlist, Samsung settle patent disputes in new five-year memory deal》，发布时间早于当前社媒/聚合转述，用作本次催化首发锚点。
关键理由
- 迪士尼可通过 TikTok 创作者内容和 Disney+ Verts 标签增加年轻用户触达，但该合作仍属于内容分发和营销层面的软催化。
- 协议未披露财务条款、收入分成或新增订阅目标，无法量化对迪士尼收入和利润的短周期增量。
主要风险
- TikTok 未上市，迪士尼（DIS.US）市值和业务体量较大，本事件对短线重定价的边际影响 likely 太小。
原文全文
展开原文 · 1,866 字
Walt Disney (DIS.N) and TikTok on Wednesday announced a deal to let TikTok creators use characters and scenes from Disney movies and TV shows in short-form videos, the first pact of its kind between the popular social media app and a traditional media company.
Under the agreement, a curated selection of videos will stream on TikTok and also on the Disney+ streaming service, the companies said in a statement. Videos will appear on Disney+ under a Verts tab designed to capture younger audiences who devour vertical video on mobile phones. It is the first time TikTok videos will be shown on another platform.
TikTok will offer creators access to assets from hundreds of Disney films and series from brands including Pixar, Marvel, Star Wars and FX, the companies said.
A pilot program will start in the U.S. in the coming months with plans to bring it to other markets, the companies said.
The financial terms of the deal were not disclosed.
Disney+ and other streaming services are starting to embrace vertical video, a format that is growing rapidly in the United States. Peacock, owned by Comcast (CMCSA.O), and Paramount+ (PSKY.O) have started to offer vertical series, and Netflix (NFLX.O) features Clips, or short TikTok-style videos.
In addition to providing new content for Disney+, the deal with TikTok could help the company attract additional viewers to the streaming service.
According to TikTok data, the platform's users shared an average of 6.5 million film- and TV-related posts each day last year. Nearly half of viewers in a survey said they watched a movie or TV show after discovering related content on TikTok.
“The best storytellers are fans first,” said Asad Ayaz, Disney's chief marketing and brand officer. “This collaboration creates a new bridge between the stories we tell and the creativity they inspire."
Under the agreement, a curated selection of videos will stream on TikTok and also on the Disney+ streaming service, the companies said in a statement. Videos will appear on Disney+ under a Verts tab designed to capture younger audiences who devour vertical video on mobile phones. It is the first time TikTok videos will be shown on another platform.
TikTok will offer creators access to assets from hundreds of Disney films and series from brands including Pixar, Marvel, Star Wars and FX, the companies said.
A pilot program will start in the U.S. in the coming months with plans to bring it to other markets, the companies said.
The financial terms of the deal were not disclosed.
Disney+ and other streaming services are starting to embrace vertical video, a format that is growing rapidly in the United States. Peacock, owned by Comcast (CMCSA.O), and Paramount+ (PSKY.O) have started to offer vertical series, and Netflix (NFLX.O) features Clips, or short TikTok-style videos.
In addition to providing new content for Disney+, the deal with TikTok could help the company attract additional viewers to the streaming service.
According to TikTok data, the platform's users shared an average of 6.5 million film- and TV-related posts each day last year. Nearly half of viewers in a survey said they watched a movie or TV show after discovering related content on TikTok.
“The best storytellers are fans first,” said Asad Ayaz, Disney's chief marketing and brand officer. “This collaboration creates a new bridge between the stories we tell and the creativity they inspire."
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