Disney+ and the Streaming Price Hike

The Town with Matthew Belloni

The Ringer

Society & Culture

4.3 • 847 Ratings

🗓️ 11 August 2022

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Matt is joined by Jessica Reif Ehrlich, an analyst at B of A Securities, to break down the state of the streaming world after Disney's announcement that it will be raising the Disney+ subscription fee by 38 percent. They discuss whether streaming is becoming more like television, how viewers will tolerate an advertising tier, why Warner Bros. Discovery may be set up for success in the long term, Hulu as a potential secret weapon for Disney, what Microsoft could actually bring to Netflix, and more. Host: Matt Belloni Guest: Jessica Reif Ehrlich Producer: Craig Horlbeck Theme Song: Devon Renaldo Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	It's the summer, the weather is beautiful.
0:02.0	What a perfect time to stay inside and look at our fantasy football rankings and sleepers at fantasy football.
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1:06.5	All right, it is Thursday, August 11th.
1:09.4	I'm coming to you from New York, but I was on the Disney
1:12.4	earnings call yesterday, listening in to the latest numbers that were revealed about the streaming
1:17.8	wars. Disney, obviously, is a huge player in streaming now with Disney Plus, with Hulu, with ESPN
1:24.3	Plus. They also own the Hot Star Service Overseas, which is a giant outlet for cricket in India.
1:31.4	We'll get to why that matters later.
1:33.6	But Disney had some very positive numbers to reveal yesterday about streaming.
1:38.5	They went up 14.4 million subscribers to Disney Plus.
1:42.6	They're now at 152 million.
	...

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