3 ms·

If they like money, they'll just roll HBO into Netflix and raise prices. I really doubt Disney's complex bundling/pricing scheme is helping their bottom line.

by turnsout 10mo ago

afavour 10mo ago
I dunno about that. They introduced the ad supported tier as a way to reach consumers at a lower price point and apparently it’s been very successful. I don’t think they want to lose those customers by jacking up prices now.
- turnsout 10mo ago
  Their prices have been inching up. I pay for the lowest non-ad tier, and it's $17.99/mo. If I wanted 4K & HDR, it's up to $24.99/mo. At $7.99/mo for the ad-supported tier, they could easily bump that to $9.99/mo if it included HBO/Hulu/ESPN.
- blairbeckwith 10mo ago
  Netflix has raised prices about 25% at the premium tier since they released the ad-free version in 2022. The with-ads plan has also seen increases since launch.
true_religion 10mo ago
I think it is. ESPN is a totally separate vertical than the rest of what Disney offers, and it’s subject to compulsory high rate licensing. Excluding it from the bundle lets Disney be price competitive.
- WorldMaker 10mo ago
  It also underlines in the US that sports is probably the last interest in linear programming. It would be interesting to get a picture of how many US customers will pay for ESPN in a Disney+ bundle but not Linear Hulu. I'm sure Disney will be tracking it, and probably made a smart move making the more interesting bundle the one with ESPN but not Linear Hulu.
  - ghaff 10mo ago
    There's a huge interest in sports in the US (and elsewhere). And broadcast rights reflect that. But there are also a bunch of people who would happily take a discount on all their other video to not include sports.
    - true_religion 10mo ago
      And sports coverage is very regional. Disney plus shows African football matches in S. Africa but in the US, I wouldn’t be surprised if it focused only on US football and US college teams.
      - ghaff 10mo ago
        I don't have cable or Disney+ any longer but, as someone who played rugby in school and still have an occasional interest, I find it's difficult to find in the US on TV.
      - WorldMaker 10mo ago
        In the US, ESPN somewhat built its reputation on having some of "all" sports, in part because when the channel started it was much easier/cheaper to fill 24 hours a day on cable with imports and non-traditional sports. That still seems to mostly apply. In the US on Disney+ the US sports are often front and center, sure, but you can still scroll the list and get European football matches and some Aussie Rules Rugby and Cricket all kinds of things that people don't necessarily think US sports fans would watch. I think part of what ESPN realized, too, is that even regional sports can have global appeal with the right marketing or the fact that not much else is being played in that moment. ESPN is also still often the home in the US of things like the Scripps National Spelling Bee and various Poker and Chess championships. This was famously mocked in the comedy movie Dodgeball with that movie's climactic Dodgeball championship happening on ESPN Ocho, the fictional 8th cable channel for US ESPN (which had 3 channels at the time). That joke has come full circle in interesting ways as ESPN has roughly 7 cable channels today and intentionally uses the "ESPN Ocho" branding for weirder/smaller audience championships even though the number of people that still remember the comedy movie Dodgeball is shrinking and people don't remember why it was a joke.
- turnsout 10mo ago
  I could buy the ESPN carve-out, but the fact that Hulu is separate is just mental.
mingus88 10mo ago
I suspect you are right, but I’m not alone in walking away from this trend. They lost me as a longtime customer after too many price hikes and low programming quality. Netflix shows are “have it on in the background” quality whereas HBO has released some of the best TV of all time. This merger has enshittification written all over it.
- turnsout 10mo ago
  I agree, but HBO has also gone downhill as they lost talent to other services. Currently the streamer with the highest consistent quality is Apple, which is pretty unexpected.
  - TheAtomic 10mo ago
    Very hit or miss though. And withs some exceptions like Slow Horses, their productions feel overly produced, oiled by agency crossover and 360 package deals, i.e., manufactured from script to screen. Even Pluribus has that smug sanitized gloss.
    - indigodaddy 10mo ago
      I don’t completely disagree with you, although For All Mankind has become a top 20 all time show for me.
      - ghaff 10mo ago
        Honestly, in these days when pretty much everything is sourced from individual production companies and showrunners, it becomes pretty clear that while some studios have their own brands/budgets/priorities/execs/etc. there's no magic formula to getting it all right. It's been tried before and will be tried again.
    - PaulHoule 10mo ago
      I liked Foundation but boy Time Bandits was awful.
  - 10mo ago
Mistletoe 10mo ago
I’m pretty sure I would riot if they raise prices more. I’m not paying $30 to one streaming service. Criterion and Kanopy are working great for me as is.

If they like money, they'll just roll HBO into Netflix and raise prices. I really doubt Disney's complex bundling/pricing scheme is helping their bottom line.

afavour 10mo ago

I dunno about that. They introduced the ad supported tier as a way to reach consumers at a lower price point and apparently it’s been very successful. I don’t think they want to lose those customers by jacking up prices now.

turnsout 10mo ago
Their prices have been inching up. I pay for the lowest non-ad tier, and it's $17.99/mo. If I wanted 4K & HDR, it's up to $24.99/mo. At $7.99/mo for the ad-supported tier, they could easily bump that to $9.99/mo if it included HBO/Hulu/ESPN.
blairbeckwith 10mo ago
Netflix has raised prices about 25% at the premium tier since they released the ad-free version in 2022. The with-ads plan has also seen increases since launch.

true_religion 10mo ago

I think it is. ESPN is a totally separate vertical than the rest of what Disney offers, and it’s subject to compulsory high rate licensing. Excluding it from the bundle lets Disney be price competitive.

WorldMaker 10mo ago
It also underlines in the US that sports is probably the last interest in linear programming. It would be interesting to get a picture of how many US customers will pay for ESPN in a Disney+ bundle but not Linear Hulu. I'm sure Disney will be tracking it, and probably made a smart move making the more interesting bundle the one with ESPN but not Linear Hulu.
- ghaff 10mo ago
  There's a huge interest in sports in the US (and elsewhere). And broadcast rights reflect that. But there are also a bunch of people who would happily take a discount on all their other video to not include sports.
  - true_religion 10mo ago
    And sports coverage is very regional. Disney plus shows African football matches in S. Africa but in the US, I wouldn’t be surprised if it focused only on US football and US college teams.
    - ghaff 10mo ago
      I don't have cable or Disney+ any longer but, as someone who played rugby in school and still have an occasional interest, I find it's difficult to find in the US on TV.
    - WorldMaker 10mo ago
      In the US, ESPN somewhat built its reputation on having some of "all" sports, in part because when the channel started it was much easier/cheaper to fill 24 hours a day on cable with imports and non-traditional sports. That still seems to mostly apply. In the US on Disney+ the US sports are often front and center, sure, but you can still scroll the list and get European football matches and some Aussie Rules Rugby and Cricket all kinds of things that people don't necessarily think US sports fans would watch. I think part of what ESPN realized, too, is that even regional sports can have global appeal with the right marketing or the fact that not much else is being played in that moment. ESPN is also still often the home in the US of things like the Scripps National Spelling Bee and various Poker and Chess championships. This was famously mocked in the comedy movie Dodgeball with that movie's climactic Dodgeball championship happening on ESPN Ocho, the fictional 8th cable channel for US ESPN (which had 3 channels at the time). That joke has come full circle in interesting ways as ESPN has roughly 7 cable channels today and intentionally uses the "ESPN Ocho" branding for weirder/smaller audience championships even though the number of people that still remember the comedy movie Dodgeball is shrinking and people don't remember why it was a joke.
turnsout 10mo ago
I could buy the ESPN carve-out, but the fact that Hulu is separate is just mental.

mingus88 10mo ago

I suspect you are right, but I’m not alone in walking away from this trend. They lost me as a longtime customer after too many price hikes and low programming quality. Netflix shows are “have it on in the background” quality whereas HBO has released some of the best TV of all time. This merger has enshittification written all over it.

turnsout 10mo ago
I agree, but HBO has also gone downhill as they lost talent to other services. Currently the streamer with the highest consistent quality is Apple, which is pretty unexpected.
- TheAtomic 10mo ago
  Very hit or miss though. And withs some exceptions like Slow Horses, their productions feel overly produced, oiled by agency crossover and 360 package deals, i.e., manufactured from script to screen. Even Pluribus has that smug sanitized gloss.
  - indigodaddy 10mo ago
    I don’t completely disagree with you, although For All Mankind has become a top 20 all time show for me.
    - ghaff 10mo ago
      Honestly, in these days when pretty much everything is sourced from individual production companies and showrunners, it becomes pretty clear that while some studios have their own brands/budgets/priorities/execs/etc. there's no magic formula to getting it all right. It's been tried before and will be tried again.
  - PaulHoule 10mo ago
    I liked Foundation but boy Time Bandits was awful.
- 10mo ago

Mistletoe 10mo ago

I’m pretty sure I would riot if they raise prices more. I’m not paying $30 to one streaming service. Criterion and Kanopy are working great for me as is.