
The Disney Plus-Hulu merger is way more than a streaming bundle


These differences make sense when you realize that Disney+ is not simply about earning subscription revenue; rather, it is a direct-to-consumer touchpoint for Disney’s entire business
stratechery.com • 2020 Bundles
At first glance, Disney+ seems a lot like Netflix: pay a monthly price, and get access to a bunch of different shows. However differences quickly become apparent:
stratechery.com • 2020 Bundles
Disney didn’t need a direct-to-consumer SVOD service to successfully tell stories and build love for them; it has always been disintermediated and thrived all the same... Disney+ offers important comparatives advantages to this “easy money”. By bringing all of its franchises and titles together into a single platform, Disney can better tell its sto... See more