Disney plus had a hundred 52 million paying an average of four 35 per month last quarter. This means disney plus revenue for the quarter was almost two million by itself. If you divide disney plus quarterly revenue by three, you get 661 point six million in monthly reoccurring revenue. Nelix is m r r, and their a r is currently over four times larger than disney.
Lon Harris joins the show for a full streaming industry breakdown, including $DIS earnings, $WBD drama, streaming strategies, and more! (1:59) Then, Molly interviews Ephemeral CEO Jeff Liu on building a high-quality temporary tattoo solution. (1:09:00)
(0:00) Jason tees up today's segments!
(1:59) Jason welcome Lon Harris to talk misaligned media incentives and Trump coverage
(12:45) MicroAcquire - Sell your business with no fees at https://try.microacquire.com/twist
(14:05) Hulu's new film Prey is its largest streaming debut to date
(27:18) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
(28:29 Why the Predator franchise is valuable IP for Disney, how streaming platforms should handle "auteurs"
(35:41) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(37:14) $DIS earnings, how Disney's streaming platforms overtook Netflix in terms of subscribers
(46:52 Breaking down $WBD and how it should handle various IP, streaming residuals upheaval
(51:25) Disney vs Netflix BOTE Math, Ezra Miller situation, strategies for Zaslav to take advantage of $WBD IP
(1:09:00) Molly interviews Ephemeral CEO Jeff Liu