TrainsOfDisney
Well-Known Member
Actually it doesn’t…. If the audience doesn’t find the value they will not pay for the content.
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News The Walt Disney Company Board of Directors Extends Robert A. Iger’s Contract as CEO Through 2026
- Thread starter DCBaker
- Start date
flynnibus
Premium Member
Producing films is not a 'try before you buy' product. Production companies don't work on a consignment basis.
The content is paid for even if your self-centered customer mind says "I'm not going to pay for that" - Someone already did.. and that company is charging prices accordingly.
I find your comment pointless.
BrianLo
Well-Known Member
This is why I’m so much more bullish on streaming than everyone else. It’s the classic park maneuver and these services are finally starting to approach the pricing they always should have been.
Now I will say it’s interesting the ad tiers are also going up.
Given this announcement - I think we can expect forward guidance on the next few years of steaming, finally tomorrow (during their earnings report)
Now I will say it’s interesting the ad tiers are also going up.
Given this announcement - I think we can expect forward guidance on the next few years of steaming, finally tomorrow (during their earnings report)
BrianLo
Well-Known Member
With the real lack of pricing movement on the Duo options, I feel like Fall 2025’s change is the final elimination of D+ and Hulu as actual separate products. It’s kind of silly not to buy Duo outside of maybe a mono D+ premium at this juncture.
TrainsOfDisney
Well-Known Member
$159 for a year vs. $240 is a significant difference.
Why don’t they have a yearly duo for like $189 of $199? Even then I don’t think I’d see the value - Hulu doesn’t have much for me that I can’t get out of a 1 month free trial every now and then.
BrianLo
Well-Known Member
I wasn’t looking at the yearly pricing, fair enough. Just the one dollar difference a month. The integration is inevitable though, the rest of the world already is.
TrainsOfDisney
Well-Known Member
What’s stopping them then?
BrianLo
Well-Known Member
Pricing convergence, gotta boil the frogs slowly. Eventually you’ll be sold that there “wasn’t” a price increase and Hulu is now free with D+.
Complete with a best friends forever Deadpool/Wolverine campaign. If they know what they are doing.
TrainsOfDisney
Well-Known Member
Is the goal for everything to be under the Disney+ brand or is the goal for Disney to be within the Hulu brand?
BrianLo
Well-Known Member
Definitely the former. Hulu is a label, Disney is ‘the brand’.
Going to shoot my shot now, after D23, it feels more and more obvious that D'Amaro is getting the CEO role when Iger leaves. The presentation felt like a dry run to see how he was received by a larger audience and he's been doing a lot of big publicity things for the mouse.
Sirwalterraleigh
Premium Member
….uhhhh…no.
Parks guys are fall guys
And there is very little indication that the board thinks they NEED a new one.
Past is prologue here
Sirwalterraleigh
Premium Member
Hey Starbucks just canned the ceo due to bad performance over the last couple of years and replaced them with the chipotle dude…got a 10% stock bump from it too…
…wait …what where talking about again?
…wait …what where talking about again?
Brian had a good run at Chipotle even though part of the way Chipotle got him several years ago to be their CEO was that the headquarters of Chipotle was to be moved to Newport Beach CA from Denver so Brian and his family did not have to relocate to Denver. I doubt when he starts his new job as CEO of Starbucks he’s going to get his way to relocate Starbucks headquarters to Newport Beach.
Tha Realest
Well-Known Member
You think Iger cares more about TEA awards or Emmy nominations?
It’s Walden. It was always going to be Walden.
Basil of Baker Street
Well-Known Member
I wonder how much from D23 actually happens. I suspect they are just trying to get some movement on the stock price.
TrainsOfDisney
Well-Known Member
I think it could be Josh - we shall see.
Magic Crush Drop
Active Member
I doubt it just based on Chapek's performance to Wall Street.
TrainsOfDisney
Well-Known Member
If Wall Street can’t tell the difference between Chapek and Josh they can’t tell the difference between Wall Street and Main Street USA lol