From “A Worrisome Circumstance” (May 2023): “As I think about the ‘logical progression’ for Disney DTC, a single platform strikes me as a superior strategy for driving discovery and engagement… The way to incentivize subscription and usage of a bundle / consolidated app that has high-value content for everybody in the family is pricing; super fans with a narrow interest in sports, Marvel or Star Wars, etc., should be paying a significant premium for the a la carte offering - in my mind,
Thanks as always here, Alex. I'm curious if, historically, management has been transparent about churn rates?
Hopefully so, as that seems like a very important metric to watch in the coming quarter(s).