Halftime Report cover image

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app