Richard Plepler

Streaming was still core to its business. But maybe there was a more Disney way to go about things. A way to lean into 100 years of experience surprising and delighting audiences.

And perhaps no other choice had more brand awareness or affinity than the Walt Disney Company. Generational love, nostalgia, memory, and myth-making. That's all Disney.

And perhaps no other choice had more brand awareness or affinity than the Walt Disney Company. Generational love, nostalgia, memory, and myth-making. That's all Disney.

And perhaps no other choice had more brand awareness or affinity than the Walt Disney Company. Generational love, nostalgia, memory, and myth-making. That's all Disney.

It was time to look to the past and look within in order to define the future.

It was time to look to the past and look within in order to define the future.

It was time to look to the past and look within in order to define the future.

That means not trying to appeal to every possible subscriber. It means leaning into the content it already does well. Disney fairy tales, Pixar robots, the Avengers, Luke Skywalker may not be for everyone, but they're indispensable to a lot of people. So indispensable that people will keep paying, even after price hikes.

That means not trying to appeal to every possible subscriber. It means leaning into the content it already does well. Disney fairy tales, Pixar robots, the Avengers, Luke Skywalker may not be for everyone, but they're indispensable to a lot of people. So indispensable that people will keep paying, even after price hikes.

That means not trying to appeal to every possible subscriber. It means leaning into the content it already does well. Disney fairy tales, Pixar robots, the Avengers, Luke Skywalker may not be for everyone, but they're indispensable to a lot of people. So indispensable that people will keep paying, even after price hikes.

Today, if you want to subscribe to Disney Plus without ads, without bundling it with Hulu or ESPN, you have to pay $13.99. When it launched, it was $6.99 per month.

Today, if you want to subscribe to Disney Plus without ads, without bundling it with Hulu or ESPN, you have to pay $13.99. When it launched, it was $6.99 per month.

Today, if you want to subscribe to Disney Plus without ads, without bundling it with Hulu or ESPN, you have to pay $13.99. When it launched, it was $6.99 per month.

It seems the path forward for Disney is to be Disney. Sure, it can infuse its business with lessons from tech competitors, but it can also lean on its deep roots and delighting audiences, and even its experience with the cable bundle. Disney recently decided to strike a wartime alliance with Warner Brothers Discovery to create a sort of unified offering.

It seems the path forward for Disney is to be Disney. Sure, it can infuse its business with lessons from tech competitors, but it can also lean on its deep roots and delighting audiences, and even its experience with the cable bundle. Disney recently decided to strike a wartime alliance with Warner Brothers Discovery to create a sort of unified offering.

It seems the path forward for Disney is to be Disney. Sure, it can infuse its business with lessons from tech competitors, but it can also lean on its deep roots and delighting audiences, and even its experience with the cable bundle. Disney recently decided to strike a wartime alliance with Warner Brothers Discovery to create a sort of unified offering.

You can now get access to Disney+, Hulu, and Max at a discount. This is Tech Meets The Bundle. And it's an example of Disney getting out of Netflix's shadow to fight the streaming wars on its own terms. Netflix is still winning those wars despite the dip in subscribers back in 2022. It has more members than any other service. But Disney is number two, and it leads in another distinctly Disney way.

You can now get access to Disney+, Hulu, and Max at a discount. This is Tech Meets The Bundle. And it's an example of Disney getting out of Netflix's shadow to fight the streaming wars on its own terms. Netflix is still winning those wars despite the dip in subscribers back in 2022. It has more members than any other service. But Disney is number two, and it leads in another distinctly Disney way.

You can now get access to Disney+, Hulu, and Max at a discount. This is Tech Meets The Bundle. And it's an example of Disney getting out of Netflix's shadow to fight the streaming wars on its own terms. Netflix is still winning those wars despite the dip in subscribers back in 2022. It has more members than any other service. But Disney is number two, and it leads in another distinctly Disney way.

Nielsen reports that Americans spend more time watching Disney platforms, streaming shows, cable channels, ABC, than any other company's platforms. And in terms of profitability, Disney streaming platforms are, for the first time, generating some cash. It's still modest, but a lot better than where they were last year, which was losing hundreds of millions of dollars.