Disney+ And Hulu Stream Away From Apple's 30% Toll Bridge: What It Means For The iPhone Maker?
Portfolio Pulse from Ananya Gairola
Disney has stopped allowing new or returning subscribers to sign up for Disney+ and Hulu through Apple's App Store, avoiding Apple's in-app purchase fees. This move aligns with Disney's strategy to boost streaming revenue through price hikes and a crackdown on password sharing. The decision reflects a broader trend of companies opposing Apple's payment policies.
October 22, 2024 | 6:07 am
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POSITIVE IMPACT
Disney has stopped allowing new or returning subscribers to sign up for Disney+ and Hulu through Apple's App Store, avoiding Apple's in-app purchase fees. This move is part of Disney's strategy to boost streaming revenue.
By avoiding Apple's fees, Disney can retain more revenue from its streaming services, which is crucial given its recent price hikes and focus on improving profitability in its streaming segment.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Disney's decision to bypass Apple's App Store for Disney+ and Hulu subscriptions reflects a broader trend of companies opposing Apple's in-app purchase fees, potentially impacting Apple's revenue from the App Store.
The decision by Disney, along with similar actions by other companies, could lead to reduced revenue for Apple from its App Store, as more companies seek to avoid the fees.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80