The Real Value of Disney's Bundle for Investors
Walt Disney (NYSE: DIS) will let U.S. consumers bundle its three streaming services -- Disney+, Hulu, and ESPN+ -- for just $12.99 starting Nov. 12. The price is exactly the same as Netflix's most popular plan, which Disney CEO Bob Iger says is purely coincidence.
But Disney's bundle includes something Netflix doesn't have: advertisements. Even though Disney+ will be an ad-free experience, it still plays a valuable role in Disney's ad business. The bundle should provide a significant bump to the entertainment giant's digital advertising business in two ways.
Source Fool.com