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

[seascape]

Disney+ gained 13.1 million customers in 2 months. Hulu gained 2.2 million customers in 2 months. ESPN+ gained 1.2 million in 1 month. That combines to 16.5 million paying subscriptions in just 2 months.

Edit to add. That is a 13.68% increase from the last quarter.

 

[Disney Analyst]

And we're blocked from the montage of new content for 2 minutes.

Ironically, "Try Everything" is playing.

Oooh, do only special people get to watch that?!

 

[AnotherDayAnotherDollar]

Oooh, do only special people get to watch that?!

I presume professional analysts, hedge fund managers, and so on probably have another URL they can access where nothing is blocked out.

 

[MisterPenguin]

Only Murders in the Building by Steve Martin. Teaser is blocked.

 

[Disney Analyst]

I presume professional analysts, hedge fund managers, and so on probably have another URL they can access where nothing is blocked out.

Yeah, they must have been sent a special link. Someone needs to infiltrate

 

[MisterPenguin]

Instead of awful phone videos that secretly record the presentation, we have to hope a hedge fun manager recorded stuff and will post it on YouTube!


New content: The Dropout. Starring Kate McKinnon. Preview blocked.

 

[MisterPenguin]

New Content: Dopesick. Michael Keaton, Rosario Dawson. blocked.

 

[Quinnmac000]

How can i get excited for any of this stuff? I can't see it.

 

[MisterPenguin]

 

[Disney Analyst]

Instead of awful phone videos that secretly record the presentation, we have to hope a hedge fun manager recorded stuff and will post it on YouTube!


New content: The Dropout. Starring Kate McKinnon. Preview blocked.

Do only specific investors get access to the link, or does anyone who owns stock? Or is investor and stock holder different... ugh so confused haha.

 

[MisterPenguin]

 

[MisterPenguin]

 

[Slpy3270]

They're clearly emphasizing quality over quantity.

Throwing shade at Netflix here.

 

[MisterPenguin]

Ugh, really, Disney, you're *proud* of the Kardashians?

 

[MisterPenguin]

That ends Hulu content. Now, onto FX...

 

[Slpy3270]

Rupert Murdoch would've never bankrolled a presentation for FX like that.

 

[MisterPenguin]

This is one of the better sales pitches for a brand so far.

 

[MisterPenguin]

FX on Hulu more that doubled viewership of FX linear (TV) content.

 

[MisterPenguin]

 

[Slpy3270]

Four more seasons of It's Always Sunny.

Holy .