Friday Mailing: Disney+ AVOD and The Market Problem of Reach
This morning Disney announced it will introduce an ad-supported subscription option in the U.S. in late 2022, with plans to expand internationally in 2023.
We had a warning signal about this yesterday from The Information's Jessica Toonkel, and it was confirmed this morning.
I think the key paragraph in the press release is this one:
“Since its launch, adv…
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