Disney’s Q3 FY22 Earnings Results Webcast

[CaptainAmerica]

Eh. Hulu sucks.

I used to think that until my AMEX started giving me the bundle for free. The Old Man, Reservation Dogs, Fargo, Justified, Under the Banner of Heaven, Dopesick, Candy... we've found a lot to like on there, both originals and library content. And M*A*S*H reruns to fill in the gaps.

 

[the_rich]

Prey and that's it.

Handmaids tale is fantastic

 

[Slpy3270]

Eh. Hulu sucks.

Their interface sucks, yeah. But you can't deny they have some good . I actually subbed to HBO Max and Cinemax through them.

 

[Kamikaze]

Handmaids tale is fantastic

We're living that story in real life.

 

[VJ]

Nobody Like U - Turning Red

 

[wdwmagic]

Good so this means a 5th park right? Lol

I would settle for proper staffing of the 4 parks

 

[Kamikaze]

Their interface sucks, yeah. But you can't deny they have some good ****. I actually subbed to HBO Max and Cinemax through them.

But those aren't Hulu ...

 

[CaptainAmerica]

We're living that story in real life.

 

[doctornick]

Thats quite a price hike on D+. I guess they want everyone to switch to the Ad supported plan because they'll make more.

D+ has consistently been underpriced compared to peers and even with this jump is less than Netflix, HBO Max, etc. (No I don't consider something like Paramount+ to be a "peer" given the content differences).

They probably feel like the content is sufficient enough to maintain subs despite the hike. Obviously, the ad tier gives people an option to keep it at the same price if desired.

 

[Kamikaze]

Anyway, 'go woke, go broke' is clearly true based on these earnings, amirite?

 

[Disney Analyst]

Disney+ (no ads) to $10.99 per month
Disney+ (ad supported) to $7.99 per month

Disney+/Hulu/ESPN+ with no ads bundle no price change.

US only it seems, right now? Hoping Canada is safe for a while from another price increase...

 

[MisterPenguin]

Subs, last Q, this Q in millions:

Disney+ -- 137 >> 152

Hulu -- 42 >> 42.2
Hulu Live -- 3.7 >> 4

ESPN+ -- 22 >> 23


TOTAL -- 205 >> 217

 

[MisterPenguin]

Nobody Like U -- From Turning Red (Robaire is my favorite!)

 

[Kamikaze]

D+ has consistently been underpriced compared to peers and even with this jump is less than Netflix, HBO Max, etc. (No I don't consider something like Paramount+ to be a "peer" given the content differences).

They probably feel like the content is sufficient enough to maintain subs despite the hike. Obviously, the ad tier gives people an option to keep it at the same price if desired.

I agree it was undervalued at the current price point. But going by % of cost its a big increase.

 

[doctornick]

I assume the big jump in subs to Disney+ is due to adding the Arab countries and Eastern Europe in this quarter, right?

 

[MisterPenguin]

What Time Is It / Start the Party -- HStM:tM:tS

 

[VJ]

What Time Is It/Start the Party Mashup - High School Musical: The Musical: The Series Season 3

 

[MisterPenguin]

The music so far (I did get in a little late so I might have missed a song or two):
This is Me - Camp Rock
Beyond the Great Plain - Prey
No Woman No Cry - Black Panther: Wakanda Forever Prologue

You've been missing my posts.

 

[CaptainAmerica]

What Time Is It/Start the Party Mashup - High School Musical: The Musical: The Series Season 3

Such an awful guilty pleasure show.

Team Rina.

(I know I'm not the only one who knows what that means.)

 

[Slpy3270]

But those aren't Hulu ...

I know that, but it means larger ARPU for them.