Bob Iger Inadvertently Reveals Percentage of Disney+ Subscribers on Ad-Supported Tier
Dade Hayes, reporting for Deadline:
Fielding a question from a Wall Street analyst about the growth
outlook and pricing strategy of Disney+, Iger divulged how many
Disney+ subscribers take the ad-supported tier in the U.S. (37%)
and globally (30%). The disclosure was unusual in the streaming
sector. Netflix, for instance, has never broken out a similar
percentage, preferring instead to report monthly active users of
its ad tier (as it did earlier this week).
When the Q&A with analysts moved to the next question and CFO Hugh
Johnston was giving his answer, Iger’s voice suddenly could be
heard on the call. “I don’t know if I was supposed to disclose
those AVOD numbers,” he said, before Johnston continued speaking.
Looking at Disney+’s pricing page (and ignoring the wide assortment of bundle offers), their ad-supported “Basic” tier costs $10/month; their ad-free “Premium” tier costs $16/month or $160/year.
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Dade Hayes, reporting for Deadline:
Fielding a question from a Wall Street analyst about the growth
outlook and pricing strategy of Disney+, Iger divulged how many
Disney+ subscribers take the ad-supported tier in the U.S. (37%)
and globally (30%). The disclosure was unusual in the streaming
sector. Netflix, for instance, has never broken out a similar
percentage, preferring instead to report monthly active users of
its ad tier (as it did earlier this week).
When the Q&A with analysts moved to the next question and CFO Hugh
Johnston was giving his answer, Iger’s voice suddenly could be
heard on the call. “I don’t know if I was supposed to disclose
those AVOD numbers,” he said, before Johnston continued speaking.
Looking at Disney+’s pricing page (and ignoring the wide assortment of bundle offers), their ad-supported “Basic” tier costs $10/month; their ad-free “Premium” tier costs $16/month or $160/year.