Internationally, the company has shuttered several linear channels across Asia and Europe with more territories set to join by the end of this current financial year. As seen in these markets, further content had been folded under Disney+ with the company looking to exclude the streamer in several countries and to cutback on original programming.
Now in Africa (excluding North Africa), the only known region to distribute the streamer is South Africa and with these recent developments I honestly wouldn't be shocked if Disney+ were to limit their stance in the region perhaps supply selected content to local steamers in the region if not at all.
On the basis of their linear offering, MultiChoice distributes their remaining linear offering which include factual and wildlife brands National Geographic and National Geographic Wild, children brands Disney Channel and Disney Junior and sports brands ESPN 1 and ESPN 2.
As seen in most parts of Europe which is where we reside, these brands have been dying down particularly Disney Channel and/or Disney Junior. The latter had been bombarded with reruns to past programming if not a bulk of content from Disney+ and the other is just clinging around 1 program to build their schedule.
It wouldn't seem far fetched if one or both of these channels were to be on the close down with National Geographic and ESPN serving as the remaining linear offering for not only DStv but the rest of Africa. That's what's currently being seen in the United Kingdom, Australia, Germany and Turkey so why not Africa.
The only reason these channels are still on would be for revenue as Disney would need the income to produce shows like Kizazi Moto: Generation Fire and getting these onto their linear platforms would be one way to boost their future endeavours being Disney+. But as seen in a recent interview by Bob Iger that may not be the case here anymore.
Bob Iger was able to brief the media on why these closures are occurring and it doesn't paint a good picture for their channels in Africa as stated below they're seen a decline in revenue for both their local and international channels. They even highlight there's been a major decline in the general entertainment sector.
At Linear Networks, operating income declined versus the prior year by $580 million driven by declines at both domestic and international channels.
It could explain why FOX and Disney XD were ripped away from parts of the world and why ESPN and National Geographic (in Europe) haven't closed off yet as they see more value there particularly with ESPN as they look to restructure the business and turn ESPN into a major powerhouse in sports.
As mentioned, Disney will be closing off more channels by the end of the current financial year particularly in Asia and with MultiChoice's contract set to expire in the coming months I wouldn't be shocked if Disney were remove more channels around the same period across Africa.
The only thing that's certain here is that ESPN and National Geographic could stick around for sometime before closing down as seen in some parts of the world as Disney is looking to go all streaming and this is part of a global effort which has taken longer to subside in several territories.
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