EPISODE · Feb 13, 2023 · 40 MIN
Episode 50: Key Takeaways from Disney Earnings; Sling Launches FAST Offering; Pay TV Isn't Dead
from The Dan Rayburn Podcast · host Dan Rayburn
This week we breakdown all the numbers from Disney's Q4 calendar 2022 earnings including subscriber losses with Disney+ (2.4M); Gains at Hulu (800K) and ESPN+ (600K); announcement of 7,000 layoffs; loss of $1.1B from DTC business; latest ARPU numbers; the re-org of Disney into three divisions and the CEO's comments that Disney is not considering a spinoff of ESPN. We also discuss Sling's newly launched FAST service, "Sling Stream," and why pay TV will not be "dead" in three years, as some executives suggest. Companies and services mentioned: Netflix, Disney, AMC Theaters, Sling, Amazon Prime Video, Yahoo, Zoom, ESPN, Hulu.Podcast produced by Security Halt Media
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This week we breakdown all the numbers from Disney's Q4 calendar 2022 earnings including subscriber losses with Disney+ (2.4M); Gains at Hulu (800K) and ESPN+ (600K); announcement of 7,000 layoffs; loss of $1.1B from DTC business; latest ARPU numbers; the re-org of Disney into three divisions and the CEO's comments that Disney is not considering a spinoff of ESPN. We also discuss Sling's newly launched FAST service, "Sling Stream," and why pay TV will not be "dead" in three years, as som...
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Episode 50: Key Takeaways from Disney Earnings; Sling Launches FAST Offering; Pay TV Isn't Dead
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