Offering Disney+, Hulu and ESPN+ together takes direct aim at Netflix's standard plan — but it also could hasten cord-cutting and 'hurt' Disney as it negotiates new carriage fees for its (still very profitable) linear channels.
Offering Disney+, Hulu and ESPN+ together takes direct aim at Netflix's standard plan — but it also could hasten cord-cutting and"hurt" Disney as it negotiates new carriage fees for its linear channels.
"The rollout will affect pay TV negotiations. How could it not?" says analyst Jimmy Schaeffler of the Carmel Group. "Nothing will be negotiated without the cloud of Disney+ hanging over meeting rooms." At $5.99 a month with ads, Hulu has attracted 28 million subs, Disney CFO Christine McCarthy said Aug. 6, while ESPN+ at $4.99 monthly has 2.4 million. For an extra $2.01, consumers should flock to the upcoming bundle. "Subscriber growth at these services will be key to investor enthusiasm," says Morris, despite them being a loss-leader, for now.
“Will Disney+, ESPN+ and Hulu hurt Netflix and its ilk? Yes, it will — significantly,” says Schaeffler. “The folks at Netflix, and their shareholders, should be very worried. Their lives are about to change.”
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