Disney quarterly earnings @ 4:30 Eastern. If they lost subs this quarter, it will be bad news bears May 11, 12:38
THR: Streaming is saved! Disney blows away analysts expectations with 7.9 million subscriber adds, vs 4.5-5. May 11, 13:13
Live Twitter recap of call that is starting now. May 11, 13:33
$1 BILLION charge to terminate film & TV license agreements early so they could put content on Disney+ early. May 11, 13:35
About half of Disney+ subscribers don't have children, Ad supported launching by end of year. May 11, 13:45
LP: Another live-blog, Disney+ specifically tracks subscribers first content viewed/as reason why they signed up for Disney+ May 11, 14:27
Expects D+ 230-250m subs by FY24 exit (+ profitability) , Analyst Q's started now {nm} May 11, 13:59
Specifically mentioned Disney Europe production of Nautilus (their Disney+ Captain Nemo prequel) {nm} May 11, 14:29