Warner Bros. Discovery Says Disney Bundle Is Reducing Churn and Boosting Subscriber Growth

EarningsM&A · Partnership
โดย Yahoo Finance·US·Read original
Summary · why it matters

Warner Bros. Discovery executives said the streaming bundle with The Walt Disney Co. is delivering measurable benefits, helping to lower customer cancellations and improve subscriber additions. Global Streaming & Games CEO Jean-Briac Perrette stated that the proof is in the data, noting that bundled subscribers are more engaged and remain longer than those on standalone services. The bundle, which combines Max, Disney+ and Hulu, is part of a broader industry shift toward partnerships, with Perrette highlighting distributor-led bundles through Verizon and partnerships in Latin America and Europe. Streaming revenue rose 10% to $3.08 billion on a constant-currency basis in the second quarter, even as total company revenue fell 12% to $8.72 billion. The company also reaffirmed confidence that its proposed $110 billion merger with Paramount Skydance Corp. will close despite a U.S. antitrust trial set for March 2027.

Impact on stocks 5

Communication Services▲ · 4 stocks
Walt Disney Company
DIS
▲ PositiveDemandrelevance

Bundle with Disney+ and Hulu reduces churn and boosts subscriber growth for Disney.

Cloud & Digital Infrastructure▲ · 1 stocks
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