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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
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.
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.
