Tag: streaming profitability

Skip unpacks Disney’s Q1 2025 earnings, which highlight a shift toward profitability over subscriber growth. Total revenue reached $24.69 billion (up 5%), while operating income surged 30.5% to $2.64 billion. Streaming posted a $293 million operating profit, a major turnaround…

The Streaming Wars analyzes 2025 as a cautious reset for the media and entertainment industry after two years of turmoil, including mass layoffs, stock declines, and an industry-wide correction. While job losses continue, they are slowing, and companies are shifting…

Vulture highlights how Dana Walden and Alan Bergman turned Disney streaming profitable in 2024 after years of losses. Strategic cost-cutting, price increases, and hits like Shōgun and Inside Out 2 fueled growth, alongside Hulu and ESPN+ integration. With a focus…

Our latest From the Archives reflects on Disney+'s transformative 10-year DTC journey as Disney+ celebrates its 5th anniversary today. Over its first five years, Disney+ reached 150 million subscribers, introduced an ad-supported tier, and turned a profit in 2024 ahead…

Skip unpacks Disney’s Q4 2024 results, highlighting substantial gains in streaming profitability, with Disney+ subscriptions reaching 122.7 million in core markets and an impressive 60% of new subscribers opting for ad-supported tiers. Disney’s studios achieved a record-breaking $4 billion in…

MoffettNathanson's report suggests streaming may finally be profitable for companies large enough to achieve scale. Netflix, with 290 million subscribers, has reached profitability, with ad-supported tiers expected to drive further growth. Disney's streaming services, with 186 million combined subscribers (excluding…

Disney won nine Emmy Awards, reinforcing its content-driven strategy to boost streaming subscriptions and profitability. Hits like Shogun and The Bear support Disney's plan to raise prices for Disney+ and Hulu while bundling services to minimize churn. Despite signs of…

TheWrap looks at how legacy media companies are inching toward streaming profitability through cost-cutting, bundling, ad tiers, and price hikes, though challenges remain. Disney posted its first combined streaming profit, with ESPN+ leading the charge, while Paramount+ and Warner Bros.…

Disney's early streaming profitability highlights the struggles of Warner Bros. Discovery (WBD) and Paramount Global. WBD's Max gained 3.6 million subscribers but lost $107 million last quarter, while Paramount posted a modest $26 million streaming profit. Both companies are heavily…