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Specifically mentioned Disney Europe production of Nautilus (their Disney+ Captain Nemo prequel) {nm}

Posted by: notfabio on May 11, 14:29 in response to notfabio's post THR: Streaming is saved! Disney blows away analysts...

Disney quarterly earnings @ 4:30 Eastern. If they lost subs this quarter, it will be bad news bears notfabio May 11, 12:38

THR: Streaming is saved! Disney blows away analysts expectations with 7.9 million subscriber adds, vs 4.5-5. notfabio May 11, 13:13

Live Twitter recap of call that is starting now. notfabio May 11, 13:33

$1 BILLION charge to terminate film & TV license agreements early so they could put content on Disney+ early. notfabio May 11, 13:35

About half of Disney+ subscribers don't have children, Ad supported launching by end of year. {nm} notfabio May 11, 13:45

Content spend going forward 1/3rd in Sports, 1/3rd Cross Platform Content, 1/3rd specifically subscriber growth in specific segments. notfabio May 11, 14:25

LP: Another live-blog, Disney+ specifically tracks subscribers first content viewed/as reason why they signed up for Disney+ notfabio May 11, 14:27

Expects D+ 230-250m subs by FY24 exit (+ profitability) , Analyst Q's started now {nm} Tallwonder May 11, 13:59

Specifically mentioned Disney Europe production of Nautilus (their Disney+ Captain Nemo prequel) notfabio May 11, 14:29

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