With Disney Plus, it seems like you almost have to make the more expensive content. I think you've got more flexibility with Hulu to make the kind of things that are bingeable but sort of disposable. We would expect that heavy engagement in sports, watched by ESPN plus, and you're going to have betting as you're on the couch, watching the game. And so that's where I think things get a little weird. If you're expecting high volume on gambling in live sports, you're kind of conceding their away from the game. Will they pick up their smartphone bets and take some attention? You don't know. It just doesn't really appeal to me.
Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.
Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens.
Companies discussed: TTD, DIS, NFLX, PENN
Host: Deidre Woollard Guests: Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd
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