Streaming Service Shifts: Ad-Supported Growth

This chapter examines the rise of ad-supported streaming tiers, with Netflix increasing its users from 22 million to 70 million and Disney Plus seeing over 60% of new signups choosing the ad-supported model. The discussion highlights contrasting subscriber performance and profitability between Netflix and Disney, analyzing their latest earnings and shifting viewer behavior due to economic factors. The chapter also delves into strategies for future growth, including popular franchise releases and ESPN tile integration, while addressing revenue expectations and profitability in the current streaming landscape.