Disney Plus and Hulu are getting steep price hikes https://t.co/bAUdjstpCw pic.twitter.com/vc3TjiKeYH

— The Verge (@verge) August 10, 2022

Disney announced that Disney+ and Hulu will both be raising their prices as the launch of a new ad-supported tier for Disney+ approaches. https://t.co/MR5MBNDHKG

— IGN (@IGN) August 10, 2022

I've been letting subs ride on a ton of streaming services - Netflix, Disney+, Hulu, HBO Max, AppleTV+, Paramount+, Prime Video (included in Prime sub) - but I may have to start turning some off unless there's something I specifically want to watch. https://t.co/qbqxLsElhT

— Dan Stapleton (@DanStapleton) August 10, 2022

And right as my 3-year prepaid deal on Disney+ is coming to an end, too. GO FIGURE 😂 https://t.co/c5104qEaTS

— Ryan McCaffrey (@DMC_Ryan) August 10, 2022

It’s inevitable…they will all keep going up. Question is..how long will you hang on? #SubscriptionServices https://t.co/ZoTumOK9gx

— 🎮Mooch🎮 (@M00CHTV) August 10, 2022

BREAKING: Disney raises price on ad-free Disney+ 38% to $10.99 as part of new pricing structure for streaming services https://t.co/yyOQ8yjHj4

— CNBC Now (@CNBCnow) August 10, 2022

Disneyがサブスク値上げ。広告付きDisney＋が広告なし価格の月々$7.99になり、広告なしが$3値上げで$10.99に。広告付きHuluは$1値上げで$7.99、広告付きは$2値上げで14.99。ESPN＋は先月値上げ発表済み
Disney+会員数は予想以上だったが、営業損失は予想以上の11億ドルだったhttps://t.co/mC1vE8l4qP

— 今村咲 (@saki_imamura) August 10, 2022

Disney raises price on ad-free Disney+ 38% to $10.99 as part of new streaming price structure https://t.co/0Sz4AdOwrl

— CNBC (@CNBC) August 10, 2022

Disney Plus and Hulu are getting steep price hikes https://t.co/Ges2mItjoL pic.twitter.com/8JurLn4p0J

— The Verge (@verge) August 11, 2022

Disney+ and Hulu price increases starting in coming months:
D+: $11/mo (+$3)
Hulu ad-free: $15/mo (+$2)
Hulu w/ ads: $8/mo (+$1)
ESPN+: $10/mo (+$3)

These will affect bundle prices too. Full story:https://t.co/I70uujAhA8 pic.twitter.com/JDHGSeTkKi

— Cordkillers (@Cordkillers) August 10, 2022

Disney+の価格が月額$7.99から$10.99にあがるとのこと。

理由としては12月に広告付きのプランが月額$7.99になるかららしい。

Disney+は2024年の登録者予想を2.3億人〜2.6億人から2.15億人〜2.45億人へと下げたが、値上げがオフセットして2024年には黒字化すると想定。https://t.co/3126kZEJGI pic.twitter.com/qfUvwuG4jc

— Tetsuro Miyatake (@tmiyatake1) August 11, 2022

Eventually we're just gonna come back around to cable TV and "cord pluggers" will be the new "cord cutters" https://t.co/jqc9wwDy2e

— Mitchell Saltzman (@JurassicRabbit) August 10, 2022

また、好調な加入者数を受けてか、サブスクの価格を引き上げる発表がありました。現在ストリーミングサービスは赤字。第三四半期で$1.1Bの赤字状態です

Dis+広告なし視聴
$7.99/月 => $10.99

Hulu広告なし視聴
$12.99/月 => $14.99https://t.co/o8z7Im9oAj

— ぽー/米国中小型株 (@Po_USA_Stock) August 11, 2022

Is Disney creating shareholder value on NPV basis despite an accounting loss?

"Disney’s streaming services. Disney+, Hulu and ESPN+ combined to lose $1.1 billion in the fiscal third quarter, $300 million more than the average analyst estimate."https://t.co/B5gfcnaFXG https://t.co/0PMDaYbqSS

— Tren Griffin (@trengriffin) August 11, 2022

What are the unit economics of the Disney streaming business? To get full credit for your answer, show your work. Not specifying CAC, gross margin, ARPU and churn means automatic disqualification. https://t.co/B5gfcnaFXG

— Tren Griffin (@trengriffin) August 11, 2022

디즈니플러스가 미국에서 오는 12월 8일부터 광고가 붙는 요금제를 월 $7.99로 출시하고, 광고가 없던 기존 요금제는 월 $7.99에서 $10.99로 대폭 인상 예정 https://t.co/nfRicPVoEF
한국 내 월 요금에도 영향이 있겠는데?

— metavital (@metavital) August 11, 2022

1/2

"The price increases reflect the growing operating loss for Disney’s streaming services. Disney+, Hulu and ESPN+ combined to lose $1.1 billion in the fiscal third quarter, ..."https://t.co/Pnhe4A39rH

— Todd Lehman (@xeow) August 11, 2022

・Disney＋の新規有料会員数は順調に増え、それでも、四半期で10億ドルの損失である。
・マーベル作品の製作費は高い
・広告つきなら今まで通りの値段、広告なしは値上げhttps://t.co/c0ExOl64OC

— こりま (@korimakorima) August 10, 2022

다만 현재 Disney+ 서비스 자체는 적자(이번 분기에만 11억달러) 이기 때문에, 미국에서는 12월부터 구독 요금 인상하겠다고 발표. https://t.co/DPPOfl8Hxm

— Paranal (@nagato708) August 10, 2022