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25iQuiz: "Disney said on the call that it expects direct-to-consumer losses to rise to $900 million in the fiscal fourth quarter."
1. How much of this is spending on customer acquisition cost (CAC)?
2. What will CAC be at a scale?
3. What will the CAC payback period be?
1. How much of this is spending on customer acquisition cost (CAC)?
2. What will CAC be at a scale?
3. What will the CAC payback period be?
"Disney said the company will offer U.S. consumers a bundle of Disney+, ESPN+ and an ad-supported Hulu subscription for $12.99 per month, or the same cost as Netflix’s standard subscription plan." cnbc.com/2019/08/06/dis…
Bonus questions:
What will the monthly subscriber churn rate be?
Do services require > 1 month commitment?
"consumer marketing for Disney Plus will start later this month...'We know how important it is to create a friction-less [sign up] experience'". google.com/amp/s/variety.…
What will the monthly subscriber churn rate be?
Do services require > 1 month commitment?
"consumer marketing for Disney Plus will start later this month...'We know how important it is to create a friction-less [sign up] experience'". google.com/amp/s/variety.…
Another bonus question:
What share of the profit pool goes to the distributor?
"The streaming services is likely to be available through “Amazon, Apple, and other distributors,” according to Iger. Disney has not finalized any deals with the distributors"
What share of the profit pool goes to the distributor?
"The streaming services is likely to be available through “Amazon, Apple, and other distributors,” according to Iger. Disney has not finalized any deals with the distributors"
