Mic Drop #41: Disney+ Needs Bundles (& Perhaps Personalization) to Scale

After FY Q3 2021 earnings, is it still ok to be skeptical about Disney+?

Aug 13, 2021

∙ Paid

Disney’s FY 2021 Q3 earnings call was fascinating if only for one reason: Disney management conceded it needs bundles to scale Disney+ going forward.

The call also confirmed something I observed in Mic Drop #18: Some Rewards for Skeptics of Disney+ back in February:

Disney seems to be running an A/B/C/D test of different models. Specifically:
Test A (U.S.…

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