David Ferro’s Post

Disney+ Unveils Exciting Changes: Lower Prices, Ad-Supported Tier Expansion! - CineRecap.com Article Link - https://lnkd.in/dgyMaE8w Disney’s Latest Price Hikes and Subscriber Woes Disney recently announced a series of price hikes for its online streaming services, including Disney+, Hulu, and ESPN+. This move comes as the company faces a decline in its subscriber base, marking the second increase in fees within the last year. Let’s take a closer look at these […] #MovieReviews #WebSeriesAnalysis #StreamingInsights #FilmCritique #EntertainmentNews #StorytellingReviews #OTTContent #BingeWatchGuides #CinemaTrends #FilmAnalysis #StreamingPlatforms #CinematicExperience #MovieRecommendations #SeriesRecap #FilmLovers #StreamingUpdates #MovieInsights #OTTNews #CineCritique #BingeWorthyContent #FilmReviews #OTTUpdates #MovieTrends #StreamingRecommendations #CinematicWorld #FilmDiscussion #SeriesReviews #CinephileCommunity #EntertainmentGuides #MovieExploration

📊 Disney’s Growing Ad-Supported Streaming Business 📊 Disney recently revealed that 157 million global monthly active users engage with ad-supported content on Disney+, Hulu, and ESPN+. This figure, reflecting the past six months, encompasses 112 million users in the U.S. This disclosure underscores the increasing significance of advertising in bolstering the profitability of streaming services. Disney's strategic embrace of this trend indicates a deliberate move to capitalize on the expanding revenue potential within the industry. As the competition in the streaming sphere grows fiercer, ad-supported models are assuming a pivotal role in reshaping the financial dynamics of the sector. The evolving landscape of consumer preferences, marked by a preference for flexible subscription models, accentuates the pivotal role advertising now plays in the streaming landscape. #Streaming #DisneyPlus #Advertising #Hulu #ESPNPlus #MediaTrends #DigitalAdvertising #StreamingServices #RevenueGrowth ____________________________________________________________________ If you found this valuable, please ♻️ reshare it with your network, and 🔔 follow me for more. #leadership #leadershiptip #learning #vulnerability #inspired #real #communication #culture #linkedinpremium #careeradvancement #professionalnetworking #exclusivetools #buisnesssuccess #oneplusedge #plusonepledge

Rival entertainment companies The Walt Disney Company and Warner Bros. Discovery teamed up to offer a new mega-bundle that includes Disney Streaming's Disney+, Hulu and HBO Max but how competitively priced is it for consumers? Parrot Analytics’ Pricing Framework reveals that the $30/mo. price tag for the mega-bundle is slightly more expensive than we would expect relative to what other platforms are offering in terms of demand for content per subscription dollar. The fact that this three-platform combo is not aggressively priced to sell suggests that this move may be done more to reduce churn than to juice subscriber acquisition numbers, as subscribers signed up for discounted bundles are less likely to churn. Netflix Standard is the most steeply discounted relative to its catalog of in-demand shows and movies. It is the single platform with the highest demand for its shows and movies and is priced more competitively than even bundled options like Disney+/Hulu. While the new Disney+/Hulu/Max bundle is the largest in terms of catalog size, it still trails the market leader in terms of demand delivered per subscription dollar. With new price increases announced by Disney this is a dynamic landscape. Understand competitive pricing dynamics like how much demand there is for platform catalogs relative to their price or the value of exclusivity with Parrot Analytics' Pricing Framework: https://hubs.ly/Q02Lbv-20

Disney’s media assets are generating more excitement than its parks. Here are five key takeaways: • Disney’s streaming services (Disney+, Hulu, ESPN+) turned a quarterly profit for the first time, making $47M, a significant shift from a $512M loss last year. • Recent releases like "Inside Out 2" and "Deadpool & Wolverine" pushed Disney to top $3B in worldwide ticket sales for 2024, a major milestone. • Price increases and a crackdown on password sharing are coming in September, aimed at driving new subscribers and added revenue. • Upcoming high-profile releases like "Moana," "Mufasa," and "Captain America" promise continued growth and excitement for Disney’s media unit. • A moderation in consumer demand for Disney's theme parks highlights the need for balanced promotion between media and parks. I've been fascinated with the streaming wars, because it felt like Netflix was the clear winner. When every studio is selling or licensing their content to you, the clear winner is the one ingesting all that content. Seeing Disney+ turn a profit feels like a real challenge to the incumbent. I wonder how this will affect the other players? What can you takeaway: Stay informed, leverage content successes, prepare for changes, and balance your promotions to keep consumer interest high. #StreamingWars #DisneyPlus #MediaMarketing #DigitalMarketing #EntertainmentNews #ContentStrategy

The price of services continues to be ratcheted up... There is still a gap between the cost of the content and what consumers are paying, and that is the key issue. The revenue has to increase to ensure that profits can be achieved.

Disney earnings reported on Yahoo Finance: "Disney (DIS) on Wednesday reported that its total streaming division turned a profit for the first time, though weakness in its parks division dented an otherwise positive report, with the company noting a 'moderation of consumer demand' toward the end of the quarter. In Disney's fiscal third quarter, its direct-to-consumer (DTC) streaming business, which includes Disney+, Hulu, and ESPN+, posted operating income of $47 million, compared to a loss of $512 million in the prior-year period. The company had previously expected to achieve total streaming profitability by the current quarter." https://lnkd.in/gAC8hQps

Disney beat its own timeframe to reach streaming profits in an upbeat June quarter that also saw a big contribution from Inside Out 2. For well over a year, the company’s promised a streaming swing to the black in the 2024 fiscal fourth quarter but nailed it earlier, reporting $47 million in DTC operating income in Q3 (vs a $512 million loss the year before). Disney+ and Hulu actually lost $19 million (on $5.8 billion in revenue) but that was more than offset by ESPN+. Disney+ and Hulu should turn profitable and combined streaming income grow in the current September quarter.

Disney’s earnings call highlights the growing power of ad-supported streaming, with 37% of U.S. Disney+ subscribers and 30% globally choosing AVOD. This trend presents a cost-effective opportunity for advertisers to reach engaged viewers, enhanced by Disney’s global reach and strategic moves like the merger in India. As more platforms introduce lower-cost tiers and password-sharing restrictions, the shift towards AVOD is set to accelerate, and 1060 Advisors media buyers are leaning into this space. #Streaming #Advertising #MediaBuying

🌟 Disney's Streaming Odyssey 🌙 🏰 Once Upon a Time, Disney+ debuted with regal splendor, captivating audiences with its vast content library fit for royalty. 🦠 Amid the Pandemic Plot Twist, Disney+ emerged as a beacon of light during lockdowns, drawing in subscribers at lightning speed. 💸 Yet, Disney's streaming ambitions came with a hefty price tag, with lavish productions like Loki contributing to an $11 billion deficit. 🍿 The Theater vs. Streaming Saga unfolded with the controversial release of "Black Widow," pitting cinemas against streaming platforms in a clash of revenue models. 📉 Stock prices tumbled as Disney faced mounting losses, prompting a corporate shake-up and the return of Bob Iger to the forefront. 💡 Disney's sobering realization led to a strategic overhaul, with cost-cutting measures and content adjustments to navigate the streaming landscape. 🚀 In the quest for streaming supremacy, FreeCast emerges as a potential game-changer, offering a unified platform with promises of innovation and profitability. Will it mark Disney's resurgence in the streaming realm? Only time holds the answer to this digital duel. #nextgenstreaming #freecast #streamingwars #nomoreappdiving #DisneyPlus #ContentStrategy #BobIger #SubscriptionVideoOnDemand #ContentProduction #StreamingChallenges #EntertainmentIndustry

From this week's Week in Charts: Disney revenues reached $22.6 billion in the latest quarter, with the Entertainment segment contributing $10.83 billion, a YoY increase of 14 percent. During the quarter, Disney's content licensing agreements generated higher revenues than the declining linear TV networks, while the direct-to-consumer business (which includes Disney+ and Hulu) accounted for more than half of the company's Entertainment revenues. Sign up to the newsletter to receive the weekly insights: https://lnkd.in/eYxP8zy3