Matthew Ball

And Reed Hastings, the founder and CEO of Netflix, said that if you had asked him at the time Disney Plus launched, what were the odds of getting there? He said it would be zero.

At the end of the day, one of the Core problems with the streaming wars, or the biggest challenges faced by Hollywood, was that outside of the bundle, every company was a choice by a customer.

At the end of the day, one of the Core problems with the streaming wars, or the biggest challenges faced by Hollywood, was that outside of the bundle, every company was a choice by a customer.

At the end of the day, one of the Core problems with the streaming wars, or the biggest challenges faced by Hollywood, was that outside of the bundle, every company was a choice by a customer.

No customer sat there saying, I want all of the films and TV series from that studio or this studio. I want to surround my child's life with the IP of that 80-year-old studio. But Disney was the exception.

No customer sat there saying, I want all of the films and TV series from that studio or this studio. I want to surround my child's life with the IP of that 80-year-old studio. But Disney was the exception.

No customer sat there saying, I want all of the films and TV series from that studio or this studio. I want to surround my child's life with the IP of that 80-year-old studio. But Disney was the exception.

In the two years since Iger returned, they've close to doubled the price point for Disney+. He has communicated very clearly that their priority is no longer matching the number of subscribers that Netflix has, but making sure that the subscribers that Disney Plus has today value it properly.

In the two years since Iger returned, they've close to doubled the price point for Disney+. He has communicated very clearly that their priority is no longer matching the number of subscribers that Netflix has, but making sure that the subscribers that Disney Plus has today value it properly.

In the two years since Iger returned, they've close to doubled the price point for Disney+. He has communicated very clearly that their priority is no longer matching the number of subscribers that Netflix has, but making sure that the subscribers that Disney Plus has today value it properly.

There are still few customers who will say they're happy Disney's price has doubled since it launched, but I think most will tell you that they can't imagine getting rid of it as long as they have kids.

There are still few customers who will say they're happy Disney's price has doubled since it launched, but I think most will tell you that they can't imagine getting rid of it as long as they have kids.

There are still few customers who will say they're happy Disney's price has doubled since it launched, but I think most will tell you that they can't imagine getting rid of it as long as they have kids.

There still isn't a broader story of how Disney, a now 100-year-old company, is not just going to endure for another 100 years, but is going to be a bigger and more important, more essential business reaching more customers.

There still isn't a broader story of how Disney, a now 100-year-old company, is not just going to endure for another 100 years, but is going to be a bigger and more important, more essential business reaching more customers.

There still isn't a broader story of how Disney, a now 100-year-old company, is not just going to endure for another 100 years, but is going to be a bigger and more important, more essential business reaching more customers.

One thing that I think time has forgotten is that Walt never really envisioned the business as just about the production of linear content. I don't just mean his famous 1957 diagram of the Walt Disney Company flywheel, but even when you go to the first feature films that they produced, he always imagined that content experiences were transformative, that they were felt in the real world.

One thing that I think time has forgotten is that Walt never really envisioned the business as just about the production of linear content. I don't just mean his famous 1957 diagram of the Walt Disney Company flywheel, but even when you go to the first feature films that they produced, he always imagined that content experiences were transformative, that they were felt in the real world.

One thing that I think time has forgotten is that Walt never really envisioned the business as just about the production of linear content. I don't just mean his famous 1957 diagram of the Walt Disney Company flywheel, but even when you go to the first feature films that they produced, he always imagined that content experiences were transformative, that they were felt in the real world.