Disney, Warner Bros. Discovery To Offer Streaming Bundle With Disney+, Hulu, Max This Summer: 'More Choice And Value'
Portfolio Pulse from Ananya Gairola
Disney (NYSE:DIS) and Warner Bros. Discovery (NASDAQ:WBD) are collaborating to launch a new streaming bundle in the U.S. this summer, featuring Disney+, Hulu, and Max. The bundle will offer ad-supported and ad-free options, with pricing details to be announced. This initiative, aimed at providing more choice and value, coincides with a strategic shift in the streaming industry from focusing on subscriber numbers to prioritizing revenue. Disney recently reported a profit for Disney+ and Hulu for the first time, and Warner Bros. Discovery is set to report its earnings soon. Additionally, Disney and Comcast are negotiating the valuation of Disney's stake in Hulu.
May 09, 2024 | 7:22 am
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POSITIVE IMPACT
Disney is launching a new streaming bundle with Warner Bros. Discovery, featuring Disney+, Hulu, and Max, aiming to offer more choice and value to consumers. This move aligns with the industry's shift towards revenue focus.
The launch of a new streaming bundle by Disney in collaboration with Warner Bros. Discovery could attract more subscribers and increase revenue, positively impacting Disney's stock in the short term. The recent profitability of Disney+ and Hulu adds to the positive outlook.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 90
POSITIVE IMPACT
Warner Bros. Discovery is partnering with Disney to introduce a new streaming bundle in the U.S., including Max, Disney+, and Hulu. This partnership comes as the streaming industry shifts focus towards revenue.
The collaboration with Disney for a new streaming bundle could enhance Warner Bros. Discovery's market position and revenue potential, likely having a positive effect on its stock price in the short term. The industry's shift to revenue over subscriber numbers supports this potential.
CONFIDENCE 80
IMPORTANCE 80
RELEVANCE 90