JD80
Well-Known Member
Let’s take your assertion as 100% valid and that Disney+ breaks even, better yet eeks out a profit sometime in FY 2024.
Does anyone expect that profit to be earth shattering? Does anyone expect D+ to be a continuing profit center with solid revenues going into the foreseeable future, as some had hoped?
Or does D+ hang around as a division that flounders in the middle depending on the quarter?
Does anyone think D+ can ever make back all that which was lost since its inception? Subscribers have peaked, subscriber pricing is maxed out, leaving the only factor affecting arpu being ad revenue, which doesn’t sound promising with stagnant subscriber numbers and low rated shows.
I don't expect the profit to be earth shattering in the next year, I just think it will be a net positive on the balance sheet by the end of the fiscal year.
Not sure why people think it's going to be this billion dollar profit machine right off the bat. This is a long term play at creating the next century of content distribution where they own the platform and control all the revenue centers. Who knows what the future holds, I think over time it will be massively profitable.
Hulu and D+ combined puts the platform at a good position in the market. The Prime Video numbers are funky(taking some notes from @CastAStone on Discord).
CastAStone:
There’s actually a callout with prime which is that Nielsen can’t yet split out what you’re watching on prime. So if you subscribe to PBS Kids or Noggin or Max through Prime and watch it in the Prime app it counts as prime here