
Mixed Signals in the Market 11/8/22
Halftime Report
00:00
Is Disney Going to Add Ad Supported Tiers?
Jason Snipe: It's going to be all about the guidance in terms of the ad supported tiers. The problem here has been that when Disney Plus was originally launched, the expectation was that the content spend would be really low for a really long time because they had such an exhaustive library. And so the questions now are around margin and can they recoup or improve that margin based on these ad supported tiers? Scott Schlossberg: If we do enter into a deep and sustained recession late next year, that is going to be a problem for Disney as well.
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