Disney Raising Disney+ Price by 38%

The transcript discusses Disney's strong financial performance, highlighting a 38% price increase for ad-free Disney Plus and the introduction of an ad-supported version. Disney's subscriber growth exceeded expectations, with significant additions in the third quarter. The company is diversifying its business model by offering ad-supported streaming options, which may help reduce churn. Challenges include potential subscriber loss due to losing IPL rights. Disney's financial strategies, including cost management and potential dividend reinstatement, are also explored.

What is the estimated number of Disney Plus subscribers for the upcoming year?

How does Disney plan to address the inflationary environment affecting consumer spending?

What challenges are mentioned regarding the profitability of Disney's streaming services?