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Disney's Dana Walden talks service bundling, linear TV and streaming strategy
CNBCยท 2025-05-13 22:46
Group 1 - Disney's business strategy focuses on bundling streaming services with its linear television channels to reach a broader audience [1][2] - The company reported a 1.4 million increase in Disney+ subscriptions, bringing the total to 126 million, surpassing investor expectations [2] - Disney's linear TV programming, particularly in sports, is growing and supports its streaming service by activating the entire library when new seasons air [3] Group 2 - Disney announced a stand-alone ESPN streaming service priced at $29.99 per month, which is discounted when bundled with Disney+ and Hulu for a total of $35.99 [4] - The company emphasizes its "unique ecosystem" that differentiates it from competitors, leveraging its iconic characters and stories across various platforms [5]