Disney to crack down on password sharing soon
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 5 April 2024
⏱️ 6 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | Welcome to See King Alpha's Wall Street breakfast, where we cover the top news for investors every morning. |
| 0:08.0 | Good morning. Today is Friday, April 5th, also known as Non- Payroll's Day, I'm Julie Morgan. |
| 0:15.0 | Bob Eiger shares the timeline for the Disney Plus Password Sharing Crackdown. |
| 0:20.0 | HubSpot is feeling the love after a report of a possible buyout offer, |
| 0:24.5 | and one Fed president is comparing Bitcoin to a popular toy from the 90s. |
| 0:31.2 | Disney has set a timeline for charging users of its streaming services for password sharing. |
| 0:37.0 | CEO Bob Eiger told CNBC without specifying which countries that in June they'll launch their first real for |
| 0:44.4 | ray into password sharing in a few countries. |
| 0:47.5 | He went on to say that it will then grow significantly with a full rollout in September. |
| 0:53.0 | Disney already implemented rules to block new subscribers from sharing passwords in January, |
| 0:59.0 | and these went into effect for existing users last month. |
| 1:02.0 | Aiger said Disney needs to increase in... effect for existing users last month. |
| 1:02.7 | Iger said Disney needs to increase engagement in its streaming platforms and reduce the |
| 1:08.0 | cost of marketing and customer acquisition, adding that it would eventually aim for double-digit margins. |
| 1:14.7 | The CEO also lauded the success of Netflix so far, saying that Netflix is the gold standard |
| 1:20.6 | in streaming. |
| 1:21.6 | Netflix was the first to crack down on password sharing in |
| 1:24.8 | 2023 which helped boost its profits and expand its subscriber base. |
| 1:30.9 | HubSpot quickly rose 7.9% amid a report that Alphabet is in talks with advisors about a potential takeover offer. |
| 1:39.4 | According to a Reuters report on Thursday which cited people familiar, |
| 1:43.7 | Google Parent Alphabet has met with Morgan Stanley |
| 1:46.7 | Investment Bankers in recent days about a possible offer for HubSpot. |
... |
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