Disney+ Is a 'Home Run,' Wedbush's Ives Says

The transcript discusses Disney's impressive growth in the streaming market, highlighting its impact on traditional cable and media industries. It explores how established companies like Disney are adapting to new media trends and the implications for competitors like Netflix. The conversation also covers the pricing strategies of various streaming services and predicts the future landscape of the streaming market, emphasizing the potential for multiple winners and the challenges of unbundling.

What does the speaker suggest about the pricing strategies of Disney and Apple?

What percentage of Netflix's core customer base does the speaker believe could churn, and why?