Thread

1. Aurornis · 1790265188 · focus · HN ↗

   I didn’t realize Disney+ had twice as many subscribers as Hulu. Hulu has been around a lot longer than Disney+. Goes to show the value of the content mix.

   Not what everyone wants to hear, but I think there’s more headroom for price increases than the HN crowd likes to admit. Compared to how much people spent on cable or satellite TV, these prices feel like peanuts.

   1. hibikir · 1790266148 · focus · HN ↗

      D+ exists outside of the US only: Everywhere else al things owned by Disney that are streaming are in D+, like ABC and FX series. Also, nobody streams more than children that have Moana in the background, and thus watch it 4 times a day. It makes it far stickier.

      Hulu is not long for this world anyway, as Disney has been trying to merge them for years, if you believe investor calls. They'll probably be just one streaming service within the year.

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