I'm Carl Kintanilla. You're listening to CNBC's Tech Check. Our show is live weekdays at 11 a.m. Eastern. Listen in.

Good Thursday morning. Welcome to Tech Check. I'm Carl Cantanilla with John Ford,

Dear Grosso, and Julia Borsen. Today, Disney disappoints. The subscriber slowdown that is sending shares lower this morning.

Then, out with the old and in with the new. Inside Rivian's more than $90 billion valuation, shares pop more than 50% post-IPO. Plus, Bumble shares are down,

a firm's way up, and the under-the-radar gaming play that investors are loving this morning,

we've got the CEOs of all three, all on earnings all this hour. We're going to start there with Disney.

A significant slowdown in slub growth for Disney Plus.

Julia spoke with CEO Bob Chepec on the heels of those results last night.

Has some highlights on what Julia is the worst one-day drop for Disney since June of last year.

Yeah, that stock down more than 7.5%.

Well, Carl, there was a big focus on Disney Plus subscribers.

That number grew by just 2.1 million in the quarter.

That was in line with CEO Bob Chappek's warning that he gave back in September,

but it was some 10 million less than the number the company added the prior quarter.

But Bob Chapak told me that the company is on track to hit its 2024 targets

and that is counting on international growth.

We are making a substantial investment in local content.

We do believe that we offer a tremendous price value to consumers around the globe.

And all of our research indicates that.

And as such, we think we've got some headroom, if you will, in terms of pricing in the future.

Chaypec also told me he sees opportunity to build Disney Plus into the basis for the

metaverse.

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