Disney Bets on Sports Streaming: Will ESPN's New DTC Launch Win Big?
Key Takeaways Disney's DTC revenues hit $6.6B in Q3 FY25, up 14% Y/Y, on margin and subscriber growth.ESPN's new tiers, Unlimited and Select, bundle with Disney+ and Hulu to boost ARPU and cut churn.Exclusive NFL, RedZone and WWE rights, plus enhanced app features, strengthen ESPN's streaming edge.Disney (DIS) is making a bold play in the streaming revolution with the highly anticipated launch of ESPN’s direct-to-consumer (DTC) service. The move follows Disney’s landmark sports rights deal, securing premium ...