Joining us now, Puck senior correspondent Dylan Buyers, writer at large for the New York Times and the Sunday magazine Jim Rutenberg and Seapore politics reporter Dave Wigel. Let us continue the conversation we were having yesterday, Dylan. And why don't you tell me what more you've learned since then about why Disney and Bob Iger decided to put Jimmy Kimmel back on the air.Sure. Uh, a lot of this, frankly, had to do with the blowback and with the public pressure. Uh, this wasn't good for Disney's brand ove ...

Core Viewpoint - The analysis suggests that Disney should shut down its ABC asset instead of selling it, as this could lead to an increase in overall shareholder value by approximately 10% due to accelerated revenue growth and a higher valuation multiple [2][4][7]. Group 1: ABC Asset Analysis - Disney's ABC asset is currently valued at only 5% of its potential worth if shut down, indicating that maintaining it is detrimental to Disney's overall financial health [3][4]. - The shutdown of ABC would allow Disney to eliminate regulatory concerns, enabling quicker responses to technological changes, particularly in the context of generative AI [5][6]. Group 2: Streaming Strategy - Disney is expected to continue raising prices for its streaming services, including Disney Plus, to compensate for the loss of revenue from linear TV networks [7][8]. - The company is likely to adopt a bundling strategy, offering discounts for combined subscriptions to Disney Plus, Hulu, and ESPN, similar to tactics used by other industries to drive sales [9][10].

Core Insights - Disney is implementing a new round of price hikes for its streaming services effective October 21, 2025, following a previous increase in October 2024 [1][2] - The price changes will affect standalone subscriptions for Disney Plus, Hulu, ESPN, bundles, and Hulu Plus Live TV [1][2] Pricing Changes - Legacy subscribers of the Disney Plus Premium, Hulu, ESPN Select bundle will see their monthly fee increase from $22 to $25, while the Hulu Plus Live TV legacy plan will rise from $88 to $95 [3] - Certain subscriptions, such as Hulu's ad-free plan and the ad-free Disney Duo bundle, will not see price increases [3] New Monthly Pricing Breakdown - Disney Plus with Ads: $12 - Disney Plus without Ads: $19 - Hulu with Ads: $12 - ESPN Select with Ads: $13 - Disney Plus and Hulu bundle: $11 - Disney Plus, Hulu, and ESPN Select bundle: $20 (without Ads: $30) - Disney Plus, Hulu, and HBO Max bundle: $20 (without Ads: $33) - Hulu Plus Live TV (with Disney Plus, ESPN Select): $90 (without Ads: $100) - Hulu Plus Live TV only: $89 [5] Market Context - With these changes, Disney's on-demand streaming services will align more closely with competitors like Peacock, Apple TV Plus, and HBO Max, while its live TV service will be priced higher than YouTube TV and comparable to traditional cable packages [5]

Is this the company's biggest whopper yet? ...

Group 1 - Disney is raising the price of its streaming services Disney+, Hulu, and ESPN+ starting October 21, with Disney+ increasing by $2 to $11.99 per month [1] - This marks the fourth price hike in four years for Disney, reflecting a broader trend in the streaming industry where companies are increasing costs due to pressures from cord-cutting [1] - The price increases come amid backlash against Disney+ following the suspension of Jimmy Kimmel's late-night show, leading to social media posts and celebrity testimonials about canceled subscriptions [2] Group 2 - Disney CFO Hugh Johnston indicated that the company plans to continue increasing prices in line with the value provided to consumers, attributing growth to exceptional content from its movie and TV studios [4] - The economic environment, including inflation and rising consumer goods costs, has impacted the overall market and is a factor in the upcoming 2024 presidential election [3]

Walt Disney said Tuesday it will raise prices for its flagship Disney+ streaming service in the US next month, as the entertainment giant pushes to bolster profits from its digital platforms.Starting Oct. 21, the ad-supported Disney+ plan will increase by $2 to $11.99 per month, while the ad-free premium tier will rise $3 to $18.99 a month. Annual premium subscriptions will jump $30 to $189.99.Prices will go up starting Oct. 21. It’s the fourth straight year Disney has raised prices. HTGanzo – stock.adobe.c ...

Disney on Tuesday unveiled price increases for its streaming subscription packages beginning Oct. 21.The standalone Disney+ ad-supported plan will see a $2 increase to $11.99 per month, while the premium no-ads plan will jump $3 to $18.99 per month or get a $30 annual hike to $189.99 per year.The Disney+ and Hulu ad-supported package will increase by $2 per month, and both of the bundles with Disney+, Hulu and ESPN will see a $3 monthly increase. The packages with Disney+, Hulu and HBO Max will also both in ...

Core Insights - Disney is planning a price increase for its streaming services Disney+ and Hulu starting in October, marking approximately one year since the last increase [1][2] Pricing Changes - The standalone subscription for Disney+ with ads will rise from $9.99 to $11.99 per month [1] - The ad-free subscription for Disney+ will increase from $15.99 to $18.99 per month, with an annual subscription option now priced at $189.99, up from $159.99 [1] - The standard Disney+ and Hulu plans with ads will increase from $10.99 to $12.99 per month [2] - The Disney+, Hulu, and ESPN+ bundle with ads will rise from $16.99 to $19.99 per month [2] - The bundle plans with HBO Max will also see price hikes, with the ad-supported version increasing from $16.99 to $19.99 per month and the ad-free version rising from $29.99 to $32.99 per month [3]

Core Viewpoint - The company will increase prices for its Disney+ streaming service in the United States next month to enhance profits from its digital platforms [1] Group 1 - The price hike is part of the company's strategy to bolster profitability [1]

Disney+ And Hulu Prices Will Rise Again Next Monthhttps://t.co/jAYIkyVmrt https://t.co/aEC1y1w2bO ...