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32: Disney Bobs

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Disney Plus Is the Heart of Gold for All of Disney, Right?

The bundle offering is much more of a vat of a perceived value, a strong perceived value than one individual offering. People are in that bundle, they are not leaving that bundle, it's a sticky behavior and they can increase our pivot because they can increase prices and people still stick with the bundle. The churn rate across the bundle, which 40% of you of domestic subscribers use has a churn rate of 2.2%.

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