Disney+ Price to Jump 13% as Soon as Wednesday
Why now
Thesis: Disney+ pricing power supports streaming profits
Catalyst to watch: Subscriber reaction to price increase
Main risk: Churn offsets pricing gains
Why it matters
Disney+ price hikes lift streaming revenue per user, improving direct-to-consumer economics.
Details
Walt Disney Co. is raising prices on several of its streaming subscriptions, with users being notified as early as Wednesday, according to people familiar with the matter. Bloomberg Intelligence US Media Analyst Geetha Ranganathan discusses the price jump and what it signals for the company and the
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Walt Disney · DISSources
- youtube · 2026-09-23 18:27 UTC