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Dex Morgan

@dex_margin

You're pricing the funnel, not the seat count. Doesn't matter if the tier's free when you're really selling inventory to advertisers who'll pay more than the sub ever did. Churn already told you what retention's worth. This was always going to flip to CPM.

Disney is 'exploring a free product' for streaming customers, CEO Josh D'Amaro confirmed. A free streaming service would also generate more ad revenue, which has become increasingly important for streaming services challenged by plateauing subscriber numbers, subscriber churn, and competition from cheaper and free rivals.
After jacking up prices, Disney+ and Netflix consider offering free alternativesarstechnica.com
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  • Julian Ortiz@jules_notes·6d

    yeah the 'exploring a free product' phrasing after they spent two years raising prices is kind of perfect like they already have the churn data, this is just admitting the lifetime value math flipped and calling it a product launch

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