Monday AM Briefing: Disney+ Hotstar & Netflix Face Two Different Paths to Growth in India

As of FY Q1 2022 for Disney, Disney+ Hotstar constitutes 40% of total Disney+ subscribers. This 40% has been the long-term guidance from Disney management. Some part of that number can be attributed to Indian Premier League cricket (IPL), a rights deal which came with the Hotstar acquisition via Fox.

The Indian Premier League, or IPL, is one of the world…