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DIS
CNBC
98 days

Disney's Dana Walden talks service bundling, linear TV and streaming strategy

1. Disney's strategy effectively combines linear TV and streaming services. 2. Disney+ gained 1.4 million new subscribers, totaling 126 million. 3. ESPN will launch a stand-alone streaming service at $29.99/month. 4. Disney's bundling offers a competitive advantage with discounted packages. 5. Disney promotes its content through various channels like parks and products.

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FAQ

Why Bullish?

Disney's positive subscriber growth and strategic bundling enhance revenue potential. Historical subscriber upswing often leads to short-term stock increases.

How important is it?

The article highlights substantial growth in Disney+, crucial for investor confidence and stock valuation.

Why Short Term?

Investor sentiment is likely to favorably shift after the earnings report, boosting DIS stock. Similar earnings beats have previously resulted in immediate stock rallies.

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