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Disney Plus

part of Disney includes Disney Plus Core, Disney Plus Hot Star

3 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Aug 10, 2026 by Ben Gilbert · across every show →

Everything said about Disney Plus, oldest first

Aug 10, 2026 bearish
Opinion
Keeping content exclusively on Disney+ severely limits Disney's downstream IP monetization
“So they do have Disney Plus. It does have a hundred and thirty million people subscribed, but a 130 is not 350. And so your content that you want to drive people to the parks and to merch is only reaching 40% of the people that it could if it were on Netflix, …”
Ben Gilbert Aug 10, 2026 ▶ 4:04:41 Disney: The Renaissance and the Empire · Acquired
Aug 10, 2026 positive
Insight
Gilbert: Winning streaming services must offer broad, 'kitchen sink' content catalogs
“If you want to operate a streaming service that gets to scale, and if you're going to operate a streaming service, it has to get to scale since the fixed costs are so high. Then you must have a broad set of content. That is weird. That it must be a broad set o…”
Ben Gilbert Aug 10, 2026 ▶ 4:07:45 Disney: The Renaissance and the Empire · Acquired
Aug 10, 2026 bearish
Assertion Supported
Gilbert: Disney lost billions over half a decade transitioning to streaming
“They're in the midst of a transition to streaming with Disney Plus and Hulu. And ESPN making giant technology and marketing investments to support that transition that lost billions for half a decade.”
Ben Gilbert Aug 10, 2026 ▶ 2:29 Disney: The Renaissance and the Empire · Acquired
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