High Signal Podcasts Evidence ledger
Method
Browse
← Back to evidence

Evidence receipt / belief

Published · transcript-backed

David Rosenthal: belief

25 Nov 2019 Acquired Disney, Plus

“I got to imagine, they've already introduced the Disney bundle of all three of those services for I think $18-$19 a month.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
25 Nov 2019
Publisher
Acquired
Episode
Disney, Plus

Transcript context

…Yeah. That's a little bit of a head scratcher here. I think that's the one where they're like, “This is part of the strategy because it's also streaming.” If we could play it all back, I'm not sure that that they would get it. I got to imagine, they've already introduced the Disney bundle of all three of those services for I think $18-$19 a month. It's not a large leap to imagine that becoming a real bundle in all of entertainment, sports, and rights to non-Disney properties all in one subscription that as consumers going to with that, they’re like, “Wow, Netflix has a lot of stuff, but they don't know sports.” They have a dwindling amount of stuff. And honestly, if that's $18–$19, that's not that much more than that word Netflix has raised their prices for HD and definitely when you compare to their 4K offering.…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

Search evidence