To kick off its Investor Day presentation this afternoon, Disney laid out its direct-to-consumer strategy, going over the many assets that put the company in a strong position as it prepares for a major face-off with Netflix, Amazon Prime Video, and other video streaming services. Kevin Mayer, chairman of Disney’s direct-to-consumer division, didn’t waste time stating the obvious: Disney will “likely” sell its standalone, paid subscription services — Disney+, ESPN+, and Hulu — as a bundle for an appealing price. (Disney took a controlling stake in Hulu with the completion of its acquisition of 21st Century Fox assets.)
Mayer said Disney “will likely bundle at a discounted price to offer more value for consumers.” Hulu’s monthly...
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