Bob Iger Inadvertently Reveals Percentage of Disney+ Subscribers on Ad-Supported Tier

Dade Hayes, reporting for Deadline:

Fielding a question from a Wall Street analyst about the growth outlook and pricing strategy of Disney+, Iger divulged how many Disney+ subscribers take the ad-supported tier in the U.S. (37%) and globally (30%). The disclosure was unusual in the streaming sector. Netflix, for instance, has never broken out a similar percentage, preferring instead to report monthly active users of its ad tier (as it did earlier this week).

When the Q&A with analysts moved to the next question and CFO Hugh Johnston was giving his answer, Iger’s voice suddenly could be heard on the call. “I don’t know if I was supposed to disclose those AVOD numbers,” he said, before Johnston continued speaking.

Looking at Disney+’s pricing page (and ignoring the wide assortment of bundle offers), their ad-supported “Basic” tier costs $10/month; their ad-free “Premium” tier costs $16/month or $160/year.

★ Wednesday, 20 November 2024