Disney's boss talked about why they are raising the price for watching their shows. They think they deserve the higher price because of all the good things they offer. The price increase will happen on October 17th for Disney+, Hulu, and ESPN+. Read from source...
1. The author portrayed Disney CFO, Hugh Johnston as if he were speaking in isolation, without any context, despite the company raising streaming prices by up to 25%. This gives the impression that the price increase is justified when in reality, it's an attempt to cash in on the current market trends. 2. The article failed to mention the exact percentage of revenue growth Disney reported in Q3 2024. Providing the exact figure would have given readers a better understanding of the company's financial performance. 3. The statement "We've earned that pricing in the marketplace" is subjective and doesn't provide a concrete explanation of why the price increase is necessary. 4. The article didn't consider the impact of the price increase on the company's existing and potential customers. It only focused on Disney's financial goals. 5. The article was one-sided and didn't present alternative views or opinions. It would have been more informative if it included perspectives from other industry experts. 6. The author failed to discuss the potential consequences of the price increase, such as customers cancelling their subscriptions or opting for cheaper alternatives. 7. The tone of the article was overly positive and didn't provide a balanced perspective on the situation. 8. The article lacked in-depth analysis and failed to provide a comprehensive view of the market trends or the implications of the price increase on the company's overall strategy.
1. Reiterate the Disney+ positioning, highlighting its compelling content and the strategic value it adds to the entertainment conglomerate's offerings.
2. Capitalize on the technology disruption in the streaming space. Disney and other media giants have the opportunity to capture a significant share of the market by leveraging advancements in technology and optimizing their platforms.
3. Analyze Disney's bundling strategy, which includes packages like ESPN+ and Hulu, to provide value to subscribers while reducing churn.
4. Consider the impact of password sharing on the growth trajectory for the company's streaming division.
5. Monitor the company's progress in achieving double-digit margins and its potential effect on shareholder value.
6. Weigh the risks of rising competition in the streaming space, pricing pressures, and regulatory scrutiny.
7. Evaluate the company's overall financial performance and its potential to generate returns for investors.
8. Look out for opportunities to capitalize on the strategic initiatives of the company and its peers in the media and entertainment space.