Disney’s Q1 FY23 Earnings Results Webcast - Wednesday, Feb 8, 2023

[MisterPenguin]

ESPN+ did better, on the whole, than D+ or Hulu.

So, definitely should sell ESPN off!!

 

[doctornick]

The article noted it was due to Hotstar.

Right. Domestic subscriptions were steady (slight increase) despite the price increase which bodes well for the ability of D+ to retain subs when finding a price where it is profitable.

 

[Sirwalterraleigh]

They really didn’t even try to hide the ugly details on this one…
…which probably is the right approach

 

[ctrlaltdel]

 

[MisterPenguin]

Part of Your World - Peaceful Strings: Romance.

 

[mightynine]

They really didn’t even try to hide the ugly details on this one…
…which probably is the right approach

Of course - Bob The First didn't do this, it was Bob The Second. Look at this loser's failures!

 

[Sirwalterraleigh]

Right. Domestic subscriptions were steady (slight increase) despite the price increase which bodes well for the ability of D+ to retain subs when finding a price where it is profitable.

Yeah…I wouldn’t take that one to the bank yet.
Dangerous to increase prices…it will be a Cliff of dumping…not a slide

 

[CaptainAmerica]

Right. Domestic subscriptions were steady (slight increase) despite the price increase which bodes well for the ability of D+ to retain subs when finding a price where it is profitable.

Talks a lot about mix of bundled offerings. So the standalone D+ price increase pushed people into the Bundle.

 

[CaptainAmerica]

ESPN+ did better, on the whole, than D+ or Hulu.

So, definitely should sell ESPN off!!

WWE! WWE! WWE!

 

[Sirwalterraleigh]

Of course - Bob The First didn't do this, it was Bob The Second. Look at this loser's failures!

Well when you say you’re making more off charging your code customers a lot more for the same…it isn’t “growth”

And then they said “time to make some cuts to search for the dividend” (sic)…

…ok. Not terrible…not good either

 

[CaptainAmerica]

@wdwmagic @The Mom can we combine dueling threads?

 

[CaptainAmerica]

Well when you say you’re making more lff charging your code customers a lot more for the same…it isn’t “growth”

And then they said “time to make some cuts to search for the dividend” (sic)…

…ok. Not terrible…not good either

Those per caps tho.

 

[MisterPenguin]

Succeed or Fail - Willow

 

[Sirwalterraleigh]

Talks a lot about mix of bundled offerings. So the standalone D+ price increase pushed people into the Bundle.

That should be their design…but it makes it a bit more volatile the higher they push it. That “$2 more with commercials” schtick is gonna get old.
Watch it play

WWE! WWE! WWE!

No way in hell

 

[Sirwalterraleigh]

Those per caps tho.

Say what, Super?

 

[MisterPenguin]

Songcord Opening - Way of Water

 

[doctornick]

Hotstar had a huge price increase. ARPU is up 28%.

Edit: Nevermind, looks like that's all ad related.

Hotstar lost some major cricket IIRC, which would probably be why the subs drops a lot there.

 

[CaptainAmerica]

Songcord Opening - Way of Water

 

[CaptainAmerica]

Hotstar lost some major cricket IIRC, which would probably be why the subs drops a lot there.

I thought they never bought the cricket in the first place?

 

[MisterPenguin]

Nothing is Lost (You Give Me Strength) from Way of Water - The Weeknd