ST Alpha - "If you look vs last quarter, all the growth is International (6M D+ Intl, 8M Hotstar) -- nm*" (Reading a Post)

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In response to "Yeah, like I said a while back, I don't think they'll feel that until the start of 2023 since people mostly bought annual subscriptions. -- nm" by David

If you look vs last quarter, all the growth is International (6M D+ Intl, 8M Hotstar) -- nm*

Posted by budice Aug 10 '22, 13:15

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Responses:

Domestically the original 3-year D23 2019 promo (3yr for $120) for D+ is set to expire in November. That'll hit subs most likely -- nm - budice Aug 10, 13:17 6
- Yup, that's when I'll cancel mine. -- nm - JaxSean Aug 10, 14:06
- I'm in that group. I think it is reasonably justified but if ad supported doesn't limit my content at all, I may switch to that since I don't watch a - oblique Aug 10, 13:25 2
  - I felt that way about Hulu, and now I'm watching a bunch of stuff on Hulu and it's annoying. -- nm - pmb Aug 10, 13:38 1
    - Yeah, I have ad supported hulu but didn't notice it at all when watching Prey. Definitely more annoying watching a series especially when binging -- nm - oblique Aug 10, 13:43
- Yeah, I've mentioned that on the podcast. That's a worrisome date since it impacts as many as 10 million people. - David Aug 10, 13:23 1
  - Of course, if most of them switch to ad plans, Disney makes even more money than if they just renew at regular. They should actually push those plans! -- nm - Qale As Folk Aug 10, 14:08

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