1/ Disney streaming customer net additions have slowed from previous quarters. Will they need to increase CAC? Has churn increased?
Do you know what CAC and churn are? How much is churn and return? Disney knows exactly. variety.com/2021/digital/n…
Do you know what CAC and churn are? How much is churn and return? Disney knows exactly. variety.com/2021/digital/n…
2/ People do detective work to determine Disney's streaming churn rate. The goal isn't to be precisely right, but instead to understand when the market price may create a likely gap between expectation and reality. There's never certainty. For example: hollywoodreporter.com/business/busin… 
3/ "The company expects its Disney+ additions in the second half of fiscal 2022 will be meaningfully higher than the first half of the year. Average monthly revenue per subscriber for Disney+ came in at $4.12, down 9% year over year."
Will Disney increase COGS and CAC?
Will Disney increase COGS and CAC?
4/ One way to increase Disney growth is to spend on more and better content. That increases COGS. That must happen.
Another way to grow subs is to shout about the service more. That increases CAC. Likely to happen.
Everything is related in the Great Circle of Unit Economics.
Another way to grow subs is to shout about the service more. That increases CAC. Likely to happen.
Everything is related in the Great Circle of Unit Economics.
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