Disney's Investor Day 2020 (December 10th, 2020)

[MisterPenguin]

Cost of films distributed to various platforms.

 

[Slpy3270]

Projecting 230-260 million subscribers by 2024.

 

[MisterPenguin]

OMG... they're going to change guidance!!!!!!!!!!!!!!

 

[Slpy3270]

Price for Disney+ subscription will increase to $7.99 in the US. Only $1 increase.

 

[MisterPenguin]

Price going up $1 / 2Euro per month.

 

[MisterPenguin]

We're throwing $billions at it!!! Content must be fed!!!!!

 

[MisterPenguin]

 

[MisterPenguin]

Peak loss due to investment...

 

[Slpy3270]

Disney projects 50-60 million subscribers for Hulu by 2024.

 

[MisterPenguin]

 

[Clyde Birdbrain]

We're throwing $billions at it!!! Content must be fed!!!!!

Unbelievable. Just reading that Netflix spent $17 billion on content in 2020 and expects to spend $26 billion per year by 2028. (source)

Geez ... we're going to have a lot to watch in the coming years.

 

[Kyle’s Dad Sent Me]

Uh huh...anything that doesn’t check boxes??

(Again...it’s a legit, but unpleasant question)

I just see a ton of beating old ip to a pulp...and relatively minor creative risks.

lol regarding the projects that are original ideas what exactly are you looking for then.

 

[Slpy3270]

Disney projects 20-30 million ESPN+ subscribers by 2024.

 

[Slpy3270]

300-350 million global subscriptions across all services projected by 2024.

 

[MisterPenguin]

 

[Giss Neric]

A dollar increase is actually not bad at all for all the new stuff next year.

 

[MisterPenguin]

 

[MisterPenguin]

 

[sedati]

Where my Muppets at?

 

[MisterPenguin]

Time for investor questions.

Take a shot when asked "Why not skip theaters entirely?" And "Why not go back to licensing income from Netflix?"