Todd Spangler / Variety:
While Disney now has more streaming subscribers than Netflix, its ARPU is much lower: in Q2, its US ARPU was $6.27/month, compared to Netflix's $15.95/month — But the value of those subscriber bases is much different. — Domestically, for example, Disney+ generated about 39% …
Discussion: Axios, Broadband TV News and Associated Press
Tim Baysinger / Axios: Disney needs more revenue from its streaming customers
Chris Dziadul / Broadband TV News: Disney overtakes Netflix, outlines new pricing plans
Todd Spangler / Variety:
Disney announces Disney+ Basic, its ads tier for $7.99 per month, launching in the US on December 8, and raises the ad-free price from $7.99 to $10.99 per month — Disney has set pricing and date for the U.S. launch of the version of Disney+ with ads, while also hiking the monthly price of the Disney+ tier with no ads.
Discussion: The Walt Disney Company, NBC News, The Verge, The Shortcut, @film_girl, Digiday, @drtvlotz, @carnage4life, Collider, @exameter, @davidfowl, Digital TV Europe, @nixxin, @xpangler, @xpangler, @xpangler, @loudmouthjulia, MediaPost, The A.V. Club, Adweek, Light Reading, Ad Age, Gizmodo, The Streamable, Engadget, 9to5Mac, Decider, The Wrap, TechCrunch, CBR, TVLine, AppleInsider and Next TV, more at Techmeme »
Bruce Lam / The Walt Disney Company: Ad-Supported Disney+ Subscription Tier To Launch In The U.S. On December 8
Adam Vjestica / The Shortcut: Disney+ and Hulu will soon be more expensive
Christina Warren / @film_girl: People are going to be mad at this but like, $20 for ad-free Disney+, Hulu and ESPN seems more than fair for me. A much better deal than Netflix tbh https://variety.com/...
Tim Peterson / Digiday: The Rundown: Disney+ tops 152 million subscribers, but growth slows in the U.S.
Amanda Lotz / @drtvlotz: Makes biz sense, D+ has never had a programming strategy suited for subs funding (think HBO). Blockbusters/spinoffs/IP are mass aud products. Wants to send more people to parks and merch. Old strat, new dist tech. Not only or best strat available https://variety.com/... @variety
Dare Obasanjo / @carnage4life: Disney+ has 221 million streaming subscribers and has passed Netflix's 220.7 million. To celebrate they're raising Disney+ price by 38% to $10.99 and adding an ad supported tier. Just like Netflix. We've reinvented the Cable business model. https://variety.com/...
Shane Romanchick / Collider: Disney+ With Ads and Price Hike Coming This December
@exameter: remember, uTorrent is adware, use qBittorrent. ThePirateBay is dangerous and obsolete, use something like 1337x that has safety measures in place and isn't crap. Don't get suckered into an expensive multi-year VPN plan, find one that charges a flat monthly rate like mullvad. https://twitter.com/...
David Fowler / @davidfowl: I was waiting for cable to come back https://twitter.com/... https://twitter.com/...
Jonathan Easton / Digital TV Europe: Disney+ to roll out US$7.99 ad-supported tier in the US on December 8
Nikhil Pahwa / @nixxin: Some thoughts on this: 1. A law of markets: first there's bundling (cable tv). Then there's unbundling (streaming). Then there is bundling. We're already seeing bundling in India, as a part of telco plans, to reduce subscriber acquisition costs. 1/n https://variety.com/...
Todd Spangler / @xpangler: Disney Lowers Disney+ Hotstar Subscriber Target Amid Uncertainty in India https://variety.com/... via @variety
Todd Spangler / @xpangler: as of Oct. 10, Disney will increase the price of Hulu with ads, from $6.99 to $7.99 per month, while the ad-free tier will go from $12.99 to $14.99 per month https://variety.com/...
Todd Spangler / @xpangler: Disney+ with ads will be $7.99/month — the price of the current ad-free version of Disney+. I'm December, Disney+ Premium will bump up to $10.99/month, a 38% increase https://variety.com/...
Julia Alexander / @loudmouthjulia: There's the ad news I was expecting on the call. December 8th, $7.99. Current bundle price and package stays the same, but Disney+ Premium is seeing a $3 price increase. Hulu both ad-supported and ad-free also getting price hikes. $1 and $2 respectively https://twitter.com/...
Wayne Friedman / MediaPost: Disney Raises Streaming Prices, Disney+ Ad Option To Start Dec. 8
William Hughes / The A.V. Club: Sure, Disney Plus will let you keep your current price—if you start watching ads
Jeff Baumgartner / Light Reading: Pricing, launch date set for ad-supported Disney+ service
Parker Herren / Ad Age: Disney+ reveals ad tier pricing ahead of December launch date
Kyle Barr / Gizmodo: Disney+ Is Getting More Expensive, Even With Ads
Ben Bowman / The Streamable: Price Changes Coming to Disney+, ESPN+, Hulu, & Hulu + Live TV - How Much is Each Service Increasing?
Filipe Espósito / 9to5Mac: Disney+ getting more expensive in US despite new ad-supported tier
Samantha Nungesser / Decider: Disney+ Announces Price Hike, Launch Date for Lower-Priced Ad Tier
Brandon Katz / The Wrap: Disney+ Ad Tier to Launch in December for $7.99 Per Month, Hulu Price to Increase
Aisha Malik / TechCrunch: Disney is increasing the price of its ad-free Disney+ subscription to $10.99
Ryan Schwartz / TVLine: Disney+ With Ads Sets Launch Date, Price Hiked on Regular Tier — Hulu and Bundle Rates Also Increasing
Daniel Frankel / Next TV: Disney Plus to Debut Ad-Supported Tier on December 8 (See the New Pricing Structure)
Aisha Malik / TechCrunch:
Disney hit 221.1M global streaming subscribers in Q3, surpassing Netflix's 220.7M in Q3; Disney+ had 152.1M subscribers, Hulu had 46.2M, and ESPN+ had 22.8M — The Walt Disney Company reported on Wednesday that total Disney+ subscriptions rose to 152.1 million during the company's third-quarter, posting better-than-expected results.
The Walt Disney Company: THE WALT DISNEY COMPANY REPORTS THIRD QUARTER and NINE MONTHS EARNINGS FOR FISCAL 2022
Sophie Mellor / Fortune: Netflix's bad year just got worse as Disney+ passes it in streaming subscribers
Jill Goldsmith / Deadline: Disney's Streaming Services Just Passed Netflix In Total Subscribers
Aubrey Chorpenning / The Streamable: Disney+ Adds 14.4M Subscribers in Q3, Topping 152M Worldwide
Samantha Nungesser / Decider: Disney+ Gains Whopping 14.4 Million Subscribers in Third Quarter
Erik Hayden / The Hollywood Reporter:
Disney lowers its Disney+ subscriber forecast to between 135M and 165M by 2024, and separates its Disney+ Hotstar subscriber guidance, aiming to hit 80M by 2024 — The Hollywood giant's flagship streaming platform had earlier set guidance of 230 million to 260 million subscribers by 2024 …
Discussion: Wall Street Journal, The Hollywood Reporter, Deadline, CNBC and Variety
Robbie Whelan / Wall Street Journal: Disney Reports Earnings Surge, Reduces Long-Term Forecast for Disney+ Subscribers
Caitlin Huston / The Hollywood Reporter: Disney CEO Alludes to Loss of Big Ten As “Not Limiting” for ESPN
Jill Goldsmith / Deadline: Disney+ Cuts Streaming Subscriber Target, But Promises Service Profitable By FY2024
Sarah Whitten / CNBC:
Disney beats with Q3 revenue up 26% YoY to $21.5B, vs. $20.96B est., 14.4M new Disney+ subscribers, and 221M total streaming subscribers — - Analysts anticipate the company added around 10 million new Disney+ subscribers during the period between April and June, bringing the total number of users to 147 million.
Sara Fischer / Axios: Disney surpasses Netflix in global paid streaming subscribers
Junghoon Han / Junghoon's Direct Media for Audience: [스트리밍 ]넷플릭스 를 넘어선 디즈니, 6월 분기 …
@tvgrimreaper: “During the fiscal third quarter Disney+, Hulu and ESPN+ combined to lose $1.1 billion” Maybe nobody's *ever* going to make money in SVOD. https://www.cnbc.com/...
Lucas Shaw / @lucas_shaw: Disney revenue from streaming last quarter: $5.1 billion Netflix: $8 billion Disney revenue from everything else: $16.4 billion Netflix: N/A
Julia Alexander / @loudmouthjulia: A wild beat on expectations from a subscriber growth perspective. Good gains in ARPU for Disney+ international subscribers largely driven by price increases and Disney+ HotStar — up from $0.78 to $1.20 due to ads. Disney+ ARPU domestically drops 5% (first UCAN drop, I think).
Julia Alexander / @loudmouthjulia: DTC revenue increases to $5.1B, with operating loss growing 0.8% to $1.07B. DMED as a whole saw operating income loss of $1.38B. Not as large a loss (when compared to revenue generated) than some competitors. Disney+ launched in a ton of markets this quarter, that feels reflected
Julia Alexander / @loudmouthjulia: Disney+ adds 14.4M subscribers in Q3, hitting 152.1 million subscribers globally. 31% increase year over year (116M subs in Q3 2021). Combined, Disney Streaming has 221 million subscribers, officially on par with Netflix — but alas this is not Apples to Apples for many reasons.
@thewrap: The ad-supported Disney+ option will be available individually for Disney+, Hulu and ESPN+ and as part of the Disney bundle that includes all three services. https://www.thewrap.com/...
Daniel Kaplan / @kaplansportsbiz: Disney defies streaming skeptics, but losses are still huge https://www.cnbc.com/...
Sarah Whitten / @sarahwhit10: Disney's parks, experiences and products division saw revenue increase 72% to $7.4 billion during the quarter, up from $4.3 billion during the same period last year. Genie+ and Lightning Lane products helped boost ticket revenue during the quarter. https://www.cnbc.com/...
Sara Guaglione / Digiday:
Fortune, Bloomberg, Forbes, Gizmodo, and Money are growing dedicated blockchain and crypto teams, even amid a bear market, to better explain the tech to readers — The week the cryptocurrency market crashed in mid-June, Fortune sent Jeff Roberts an offer to become its crypto editor and oversee building a team of reporters.
Rasha Al Aqeedi / New Lines Magazine:
Veteran Iraqi actress Enas Taleb plans to sue The Economist for using her picture as an example of “fat” women in the Arab world in a July 28 story — The British newspaper ran a story about the epidemic of obesity among Arab women and used the photo of Enas Taleb to illustrate the phenomenon
Discussion: BBC, Newser, VICE, @amadfarouki, Arab News, Daily Mail, @rashaalaqeedi, New York Post, @leloveluck, @newlinesmag, Deadline and @_amroali
Evann Gastaldo / Newser: Her Photo Was Used for Story About ‘Fat’ Women. Now She's Suing
Sophia Smith Galer / VICE: Iraqi Actress Calls Out Use of Her Photo in Story About ‘Fat’ Arab Women
Amad. / @amadfarouki: Great news after the awful article by @TheEconomist about Arab women. Iraqi actress Enas Taleb called the article an insult to Arab women and is moving to sue the newspaper for using her picture as an example of the supposedly fat women in the Arab world. https://newlinesmag.com/... https://twitter.com/...
Walter Finch / Daily Mail: Iraqi actress sues The Economist for using a photo of her to illustrate article about Arab women being ‘fatter’ than men
Rasha Al Aqeedi / @rashaalaqeedi: I spoke to Enas Taleb, one of Iraq's most beloved actresses, about The Economist using a picture of hers to illustrate Arab “fat women.” She's taking the British paper to court. @newlinesmag https://newlinesmag.com/...
Jesse O'Neill / New York Post: Iraqi actress to sue the Economist over use of her pic in article about ‘fat’ women
Louisa Loveluck / @leloveluck: “Whether The Economist was at the time of publication aware of her popularity, especially among Iraqis, is unclear.” @RashaAlAqeedi speaks to veteran Iraqi actress Enas Taleb about being reduced to a stock photo in the pages of the @TheEconomist. https://newlinesmag.com/...
@newlinesmag: “Audiences have loved me for many years. It was disappointing to see an international outlet label me as if all my accomplishments mean nothing,” Iraqi actress Enas Taleb told @RashaAlAqeedi @newlinesmag. https://newlinesmag.com/...
Nancy Tartaglione / Deadline: Iraqi Star Enas Taleb Takes Legal Action In UK Over Photo Used For Story About Obesity
Amro Ali / @_amroali: The shameless @TheEconomist ran a piece “Why women are fatter than men in the Arab world”, and body-shamed veteran Iraqi actress and talk show host Enas Taleb through the article's cover photo. Now she is taking action to sue the Economist 👏👏 https://newlinesmag.com/... https://twitter.com/...
Eric Mandel / Atlanta Business Journal:
Mailchimp co-founder and CEO Ben Chestnut plans to step down after 21 years and transition to a founder-advisor role; Intuit's Rania Succar will take over — Managing Editor, Atlanta Business Chronicle — See Correction/Clarification at end of article — Ben Chestnut is stepping …
Scott Roxborough / The Hollywood Reporter:
Paramount+ is launching in Italy on September 15, in Germany and France in the coming months, and in “all major European markets” by the end of the year — The Italian launch for Paramount's streaming platform will be quickly followed by bows in Germany and France later this year.
Marina Ovsyannikova, the Russian journalist who protested the war in Ukraine during a news broadcast, is charged with disseminating false information — Marina Ovsyannikova, a former editor of the state-run Channel One network who denounced Moscow's war on Ukraine during a live TV broadcast …
Discussion: Associated Press, @sarahrainsford, Meduza.io and The Guardian
Sarah Rainsford / @sarahrainsford: For that poster, standing opposite the Kremlin with ‘bloodied’ dolls at her feet, Marina Ovsyannikova has been charged with spreading ‘false’ information about the war The prison term is up to 10 yrs For now, she's under house arrest (often happens for women with kids u/18) https://twitter.com/...
Kristin Robinson / Billboard:
Docs and sources detail how two men in Phoenix, Arizona ran one of the largest known YouTube music royalty scams, leading to a wire fraud indictment and more — Inside the brazen but surprisingly simple scheme that took royalties from songs by artists like Daddy Yankee, Anuel AA, Julio Iglesias and more.
Discussion: @davidclowery, @wordsbykristin, @zoecello, @jasonlipshutz, @billboardpro and @edchristman, more at Techmeme »
David C Lowery / @davidclowery: This happened precisely because YouTube wouldn't provide access to their content ID system to small and individual rightsholders. It demoralized many artists and left the platform poorly policed. Ultimately allowed YouTube and scammers to profit. @ftc https://www.billboard.com/...
Kristin Robinson / @wordsbykristin: This is the culmination of my countless hours of reporting over the last 6 months. Proud to say my investigation into MediaMuv — the company accused of stealing $23 million in royalties from Latin artists on YouTube — is here 🙏 please take a read and consider sharing! https://twitter.com/...
@zoecello: This is a problem even for the small fry like me who have access to Content ID. When there is an ownership conflict my only recourse is to email the entity claiming rights to my recording or composition. YouTube lets companies claim my works but doesn't let me remove their claims https://twitter.com/...
Jason Lipshutz / @jasonlipshutz: Fascinating read and brilliant reporting by @wordsbykristin, I know how much time and effort this story took behind the scenes and it was worth the wait https://twitter.com/...
@billboardpro: With the stolen funds, the duo made purchases including a lime-green Lamborghini Aventador, diamond-encrusted chains and a $590,000 house in Phoenix that was paid for entirely in cash. More here: https://blbrd.cm/WMVXUcF
Ed Christman / @edchristman: Here's a cautionary tale of how fraudsters claimed music rights ownership stakes to siphon off $23 million in royalties due to the rightful artists and songwriters, thanx to extraordinary detecting, reporting and writing by Kristin Robinson: https://www.billboard.com/...
Sources: Apple signed a Futuro Studios deal to fund podcast development and production in exchange for the first look to turn any podcast into a film or TV show — Apple Inc., stepping up its spending on original podcasts, signed an agreement with a Pulitzer Prize-winning studio …
Discussion: TechCrunch, The Streamable, @lucas_shaw, Engadget, The Verge, @pabloreports, CNET, 9to5Mac and AppleInsider, more at Techmeme »
Amanda Silberling / TechCrunch: Apple invests in original podcasts to turn into Apple TV+ shows, report says
Lucas Shaw / @lucas_shaw: Spotify has spent more than $1B on original audio. Apple is closer to $10M. https://www.bloomberg.com/...
Jon Porter / The Verge: Apple is reportedly funding podcasts that it could one day turn into TV shows
Benjamin Mayo / 9to5Mac: Apple expands original podcasts investment as it hunts for compelling stories to adapt into TV+ shows
Amber Neely / AppleInsider: Apple Original podcasts will get bulked up through deal with Futuro Studios