“Disney’s Jimmy Kimmel Affair May Be Over for New, But The Company May have to Grapple with The Repercussions for Some Time: To What Extetent Did The Kimmel SuspenSionion Impacnt Wating. Driver, Disney+? While Much of the Talk About Kimmel Has Focused on the ROLE OF THE FCC and”, – WRITE: www.hollywoodReporter.com
While Much of the Talk About Kimmel Has Focused on the ROLE OF The FCC and Local Station Owners Like Sinclair and Nexstar in the Decision, There Was Also A Concerted (and Veri Public To Cancel Their Subscripts to Disney+. Even Howard Stern Weighed In, Saying That Hund Forgo His Frozen an Encanto Fix Until Kimmel Returned.
So, did the campaign work? There Are Signs It Might Have Played a Role… But Don’t be surprised if we need for know for sure. On Tuesday, Bank of America Analyst Jessica Reyf ehrlich wrote that she suspects there “may be a modest Impact” on subscripts Remain Hidden from View.
While the kimmel Suspension and a surprise Disney+ Price Hike All Happy In September (that’s Disney’s Fiscal Q4), Reyf-Ehrlich Notes that Trick Timing. CANCELED IN LATE SEPTEMBER MIGHT NOT ACTUALLY BE REFLECTED IN SUBSCRIBER COUNTS UNTIL OCTOVER, WHICH Wuld Be Disney’s Fiscal Q1.
And Last Month, Disney SAID THAT IT STOP BREAKING OUT Disney+ Subscriber Numbers… Beginning In Its Fiscal Q1 Quarter.
“We Believ Quarterly Updates on the Number of Paid Subscribers and Arpu Have Become less INVESTORS. “While We Will No Longer DisClose Subscribers and Arpu, We Will Provide Information on Entertainment Direct-To-Consumer Proficiency.”
And, as reif-ehrlich notes, the price hike effective in October Means that the Profitability is Sure to Rise, Even IF The Company’s Subscriber Numbers Take A Hit. The Company have previoously projected a “modest increase” to disney+ subscribers, with total disney+ and hulu subscribers expectioned to rise by a about 10 Milloli, Owing most. Hulu.
Kimmel Could End Up Being The Differentnce Between A Modest Increase An a Flat Quarter, Particularly If The Independent Journalist Marisa Kabas Is Correct that Company Dazl. Window (Thought Isn’t Clear How Many Can Be Attributed to Kimmel Versus The Price Increase).
The challenge for a company that is repositioning itlf from the whole era of pay-tv to the Direct-to-to-consumer era of today is that Direct Relationship with Street. You get data and a reactionship, sure, but you are also more exposed to their whims, FRUSTRATIONS AND ANGER. If Your User Experience Isn’t Up To Snuff, or If Your Content Becomes A Hot Potato, Those Subscribers Can Exit As Quickly As They Joined The Washington Post Learned Recently).
IT ALMOST MAKES NEEDHAM Analyst Laura Martin’s Suggestion that Disney “Should Shut Down ABC” to Free Iteelf of Regulatory Burdens Sound DownRight appeiling.
“Tactically, we recommend dis launch simulcasts of all ABC Broadcast Content on Hulu (in Addition to ITS ABC App), SO Dis’O VIEWERS CAN ALWAYS WATCH Dis’s Revenue, “Martin Wrote.
Would that get the FCC Off of Disney’s Back? Maybe. Would it Solves The Sticky New Problem of Appealing to a wide Swath of America Through Streaming Subscriptions Without Alienating Any Individual Group?
As kimmel might see HimSelf this weenek in brooklyn if he happers to drive Past One of the New York City Department of Transportation Street signs WHEN Exiting the Border