Disney Plus
product on 6 shows · 10 statements across 7 episodes
Acquired 
Another Podcast 
Startups For the Rest of Us 
American Optimist 
Big Technology 
All-In
10 statements about Disney Plus, every show
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.”
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, …”
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…”
Roy: Major streaming services have sharply raised prices since 2019
“Disney Plus came out at six 99. It's currently 1899. Hulu went from 1199 to 1899. HBO Max actually, to their premium positioning, only 14 99 to 18 99 now. Peacock, basically five bucks to 11 bucks. Paramount Plus, five to eight bucks. Apple TV, again going bac…”
Walling: Netflix and Disney+ Are Content Services, Not SaaS
“Netflix, Disney Plus, HBO Max, they are not SaaS because they provide most of their value from their content.”
Levi: Streaming Services Will Let Users Generate Custom Movies
“Every studio, I firmly believe this, and this is gonna happen very quickly.
Every studio, you'll be able to go to their streaming service.
You'll be able to go to Disney, Disney Plus, and you'll be able to go to the Disney Plus Creators Corner, where you get t…”
Evans: Disney+ succeeds or fails on content and pricing, not app execution
“Disney Plus sinks or swims on what shows, and what movies, and what rights, and what go-to-market, and what pricing, and what churn, what acquisition cost. It does not sink or swim on the decisions they make in the execution of the app.”
Calacanis: Disney will be the top corporate winner of 2022
“I had two Disney was my biggest corporate winner for twenty-twenty-two. Disney Plus crushing it. Parks raised prices. People want to go to the parks. Spider-Man just had, I think, the number two or number three all-time opening in a pandemic, which is crazy. T…”
Sacks: Baby Yoda helped Disney+ reach 86 million subscribers
“That his ascent to icon status helped Disney get eighty-six million subscribers. For Disney Plus which just blew away expectations and has established Disney Plus as the main rival to Netflix.”