Ben Gilbert: evaluation

Transcript context

…I think this is super interesting. Jenny and I are Verizon wireless customers on an unlimited plan, so we got a year free Disney Plus. Yeah, for sure I signed up for that. Would I otherwise have paid to sign up for Disney Plus? I don't think so. Now, the really interesting thing though is am I going to keep it when the year ends? I think there's actually a really good chance that I might. I think this is actually probably really bold, but I think it's a really good marketing way of Disney. The 10 million, it had some help along the way. One reason to doubt it, too, is I think Disney may be underestimating just how much content people need to stay satiated with new content. It's a beautiful and amazing thing to have access to all these entire back catalogue of all these really storied franchises but am I going to pay $7 a month to keep an option available to go and watch those things? No. If I ever want to rewatch a Star Wars movie, I'll just reactivate my subscription at any given time. They really do need to aggressively turn on a fire hose of content here. I'm thinking about cancelling my Netflix subscription. Right now, I'm using it to watch The Office reruns and even that's going to go away. I think we live in this world where people are going to get more and more ruthless about, "Am I really willing to give you money on an ongoing basis and are you really providing new value to me every single month to be able to do that? " Yeah. Well, that's where well over a decade, two decades, ESPN was the heart of Disney and I think that's the biggest ship that Disney has that nobody else has out there, which is ESPN Sports. Not everybody cares about sports for sure, but for people who do, that is truly unique content you cannot get except the places that have the right to show sports. That is not Netflix and that is not Youtube.…

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