Pricing Changes - Disney Plus with ads will increase by $2 to $11.99 per month starting October 21st [1] - The premium no ads plan will rise by $3 to $18.99 per month or an additional $30 for the annual plan at $189.99 [1] - Bundles including Disney Plus and Hulu ad-supported package will see a $2 increase, while the Disney Plus, Hulu, and ESPN and Disney Plus, Hulu, and HBO Max bundles will rise by $3 per month [1] NFL Plus Pricing - NFL Plus plans will remain unchanged, with the last increase occurring in October 2024, which was mostly a dollar to $2 per plan [2]

Streaming Strategy & Bundling - Disney is launching ESPN's streaming version, signaling an aggressive rebundling strategy to reduce churn [1][2] - ESPN subscribers can get Disney Plus and Hulu for $30 for the first year [2] - Disney is bundling ESPN with Fox 1 for $40 and ESPN with NFL Plus, also for $40 [2] - The goal is to supercharge the streaming bundle to increase subscriber loyalty, similar to cable subscribers [3] Subscriber Trends & Market Analysis - ESPN's TV subscribers peaked at 100 million in 2011 but declined to 61 million as of June [3] - Moffen Nathansson anticipates limited cord-cutting acceleration due to the high price of streaming subscriptions [4] - Eight streaming subscriptions are needed to watch every major US sporting event, plus YouTube Sunday Ticket for out-of-market NFL games [4] Future Opportunities - ESPN is exploring more bundling opportunities, potentially with Peacock (NBA and Olympics) or Paramount Plus [4]