Profile picture
modest proposal
@modestproposal1
, 3 tweets, 1 min read Read on Twitter
Quick thinking on Disney+/Hulu/ESPN+ bundle:

1) $12.99 is incredible value

2) Think they should add a Hulu/D+ bundle at $10.99 to capture the militant "don't want to pay for sports" crowd and also b/c behavioral psyche would say it makes $12.99 even more enticing
3. Any customer with intention to buy one of the individual services at $5-7, an incremental $6-8 for the other 2 is almost a no brainer

4. One of the knocks on D+ is lack of enough "new" content to hold onto customers throughout the year. Bunding w/ Hulu solves for that issue.
5. People asking how the economics work. Hulu is generating meaningful ad dollars per sub. NYT article said $9/mo per sub. That helps offset the implied discount of the bundle. Iger made clear in CNBC interview growing Hulu is key b/c of ad revs.

Missing some Tweet in this thread?
You can try to force a refresh.

Like this thread? Get email updates or save it to PDF!

Subscribe to modest proposal
Profile picture

Get real-time email alerts when new unrolls are available from this author!

This content may be removed anytime!

Twitter may remove this content at anytime, convert it as a PDF, save and print for later use!

Try unrolling a thread yourself!

how to unroll video

1) Follow Thread Reader App on Twitter so you can easily mention us!

2) Go to a Twitter thread (series of Tweets by the same owner) and mention us with a keyword "unroll" @threadreaderapp unroll

You can practice here first or read more on our help page!

More from @modestproposal1 see all

Profile picture
modest proposal
@modestproposal1
WeWork has made a handful of cosmetic governance changes as tho appalling governance wasn’t just icing on the cake. SNAP IPO’d with essentially no shareholder rights. The concerns are about the biz. Which raises questions why the solution wasn’t additional financial disclosures.
It is obviously good that WeWork added a woman to its Board. But it’s clearly reactionary. And it’s nice that Neumann gave the money back. But it doesn’t undo the action. The precedent of charging the company for a trademark gives insight into how he will behave going forward.
OTOH, we know there is a real business with positive unit economics inside WeWork. That’s a difference with e.g. ridesharing. There is both precedent in Regus, and simple math that can demonstrate unit level profits. in rideshare there is no precedent and the math is less clear.
Read 4 tweets
Profile picture
modest proposal
@modestproposal1
Match posted a slide re FB dating

Left is Canada across all their brands post FB dating launch. No change in trend.

Right is Tinder in international markets where FB dating launched. No change post FB, but can see iOS optimization launched in late Q1. Sub growth ~50% in June.
Google Play bypass introduces some incremental friction, but Tinder users who enter their credit card have really high LTVs because lower propensity to churn and MTCH keeps the 30% extra revenue.
India is a huge opportunity. Tinder is doing well. And uh apparently OK Cupid too. So that's nice.
Read 4 tweets
Profile picture
modest proposal
@modestproposal1
Interesting for a couple reasons:

1) @VMRConstancio cogently makes the case for why Germany not the ECB is responsible for negative rates.

2) Spiegel usually has fairly combative interviews, regardless the subject. But this seems almost sympathetic.

dlvr.it/RBpCLB
Interesting:

“Berlin must come to terms with an economic reality in which being overly proud of one's exports just won't cut it...

...time to turn away from the policy of a perfectly balanced budget.”

Draghi telling the core EZ governments if you don’t like our policy stop whining and spend some money. Otherwise stfu and enjoy open ended QE.
Read 3 tweets

Related threads

Profile picture
T. Greg Doucette
@greg_doucette
("Ex parte" is Latin for "from." An ex parte communication is one coming from only one party, not providing any notice to the other party. Basically the opposite of a letter copied to opposing counsel, filed publicly, and served via the electronic filing system.)
It is quite literally impossible to overstate how fantastically dumb Ty Beard's "ex parte" characterization is

To any minimally competent attorney, it screams "this guy doesn't know what he's doing"
JESUS AND PERCY INCLUDED A VERIFICATION, BUT DIDN'T TAKE OUT HIS LIE THAT HE JUST SWORE TO BE TRUE 🤣😂🤣😂🤣😂🤣
Read 1610 tweets
Profile picture
T. Greg Doucette
@greg_doucette
The motion is weak and the basis is LOLable, but my suspicion is that the judge will grant it (though likely for less than 3 weeks)

Defendants will argue the burden is on Plaintiff to show good cause (the motion doesn't do that), plus ongoing harassment

Positive for the Defendants. He gives their attorneys lots of usable material

A good rule of thumb as y'all see an assortment of "bUt ThEy LiEd UnDeR oAtH" tweets from conVics is that they're typically projecting – accusing others of the things they themselves or R.Broly have done

Consider these excerpt from the R.Broly deposition...

1/
Read 1569 tweets
Profile picture
Anjill🌟🕊
@AnJillOfLight
🗣QDrop! We’ve got a QDrop!💥
Get the Covfefe ready!☕️☕️
Pop that popcorn! 🍿🍿
“What happens when those who held positions of POWER (& INFLUENCE) no longer pull the strings? ....”
“(H)>C,D,I”
😱 OMG! This is a BIGLY Q message!!!! 💥💥💥💥💥
⛈⛈⛈⛈⛈⛈⛈⛈
“THE STORM HAS ARRIVED”
⛈⛈⛈⛈⛈⛈⛈⛈
👏🏻👏🏻👏🏻👏🏻👏🏻
Anons are Ready Sir! #GodWins #DarkToLight💡
And the QDrops keep coming! 🎉🎉🎉🎉🎉
⛈⛈⛈⛈⛈
💥💥💥💥💥
#WWG1WGA
#HereComesThePain! ⛓⛓⛓
Read 68 tweets
Profile picture
Rasta ™
@NSRasta
#BOYCOTTS: Your Quick-Start Guide buff.ly/2JGy9B0

( $BCE shareholders & #Advertisers partnering with #Bell media )
pluspora.com/people/b966681…
TARGET #ADVERTISERS who fund & support #business practices of #Bell Canada #BCE #Telecom #CRTC #elxn43 #partnerships #competition BOYCOTTS are a tool for holding a company accountable for actions against workers, consumers, communities, minorities, animals or the environment. It is marketplace democracy in action. Consumers voting with their money for social and economic change. (BELL MEDIA LOGO) - Lack of public accountability, no adherence to regulations, unfair business practice. WARNING TO ADVERTISERS
Which #Business (paying #Bell Media through #Advertisements on #CTV),
do you think Canadians should #Boycott first?

Here are three that #advertise daily with #Bell_Media
Rewarding $BCE Shares by unethical business practices?
Bell answers to none of their customers. #CHANGE Partnerships and Advertisers that are willing to share their reputation with Bell Canada KIA Canada, JEEP, BluenoseRV Center Bridgewater NS and more
You may unwillingly be funding your own lack of #CustomerService? 🚨
Who Owns What? #Owner #Bell Canada #BCE 📛
#GoLeafsGo #CraveTV #CTV #VirginMobileCan #BellMobility #Fibe #Bell_Aliant
#Northwestel #CP24 #AnimalPlanetCa #Discovery #MTV #Bravo #Comedy
Read 50 tweets
Profile picture
Lorraine Mulholland
@lorraineelizab6
Cú Chulainn is believed to be an incarnation of the god #Lugh, who is also his father! His mother is the mortal Deichtine, sister of Conchobar mac Nessa, the King of #Ulster who ruled from #NavanFort near #Armagh. #CúChulainn #Irishmyths #Irishlegends #FolkloreThursday
Born Sétanta, Cú Chulainn gained his name as a child, after killing Culann's fierce guard-dog in self-defence & offered to take its place until a replacement could be reared! Used a standing stone or by driving a sliotar down its throat with his hurley! #FolkloreThursday
Cathbad the druid announced one day that anyone who drew arms would have everlasting fame! So Cú Chulainn only 7 years old, asked for arms! But Cathbad grieved because he had not finished his prophecy-the warrior who took arms that day would have a short life! #FolkloreThursday
Read 30 tweets
Profile picture
Mr. Azam
@mrazamtweet
#b Excellence is overrated, competence is underrated.
Competence is knowing what to do in a situation and how to do it. It is not the same as excellence.
Excellence is dependent on other people, like judges, examiners, teachers, assessors, inspectors, auditors. But we can't control these people and whether they think we're excellent or not.
Read 12 tweets

Trending hashtags

#CBC #Francia #ImpeachTrump #FIFA #Fibe #TráficoSexualDeMenores #NiUnaMenos #CHANGE #Russia #littlesaintjames #RaffaeleNogaro #BokoHaram #JeffreyEpstein #BellLetsTalk #SpeakersCorner #Kathua #Sabo #musulmana #Perjury #ONG #Rothschild #HillaryClinton #77Longitude #árabes #PedoIsland
Follow Us on Twitter!

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!