I noticed that the $DIS+0.8% subscription system is about to change. Making it more expensive and removing account sharing, do you think this will lead to an exodus of users?

DIS

Disney

DIS
$89.93 $0.72 +0.81%
Capital Structure
Market Cap
163.9B
Enterpr. Val.
203.6B
Valuation
P/E
97.8
P/S
1.8

I don't think it's going to have any extra effect either. What though I have $DIS+0.8% so but is the main thing in my opinion I think is the content. So I don't have either, no time to watch it but when I see it at my girlfriend's place, Netflix just has that content more, better quality ...yeah Disney has a lot of cartoons and that's great but kids today have social media mostly and they don't watch cartoons much anymore I think.

Well, that depends on how they handle it. With $NFLX-0.4%, they sort of managed it if I remember correctly...

For me, they want to differentiate themselves from Netflix, but who knows what they're up to... Hopefully something good 🤔

I added Disney plus to Netflix mainly because of the nice price. So I don't subscribe to either service anymore because I don't watch anything, but if Disney were to get more expensive, I'd rather go with Netflix, which I think has a better offering.
I also don't dare guess what it might do, but I think those who already subscribe probably will continue to do so.

When I look at the projected price, they are still doing very decently compared to the biggest competitors. On the other hand, the highest number of account cancellations was in India, where they pay completely different prices than the rest of the world ;) the ideal scenario would probably be if they just moved to an ad-supported subscription.

It's hard to predict. We have seen the situation with Netflix, there may be the same, but also a completely opposite reaction. We will find out in the next earnings. 🤔 They should be paying a dividend already! 😅

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