Disney+ Is a 'Home Run,' Wedbush's Ives Says

The transcript discusses Disney's impressive growth in the streaming market, highlighting its impact on traditional cable and media industries. It explores how established companies like Disney are adapting to new media trends and the implications for competitors like Netflix. The conversation also covers the pricing strategies of various streaming services and predicts the future landscape of the streaming market, emphasizing the potential for multiple winners and the challenges of unbundling.

What was the initial reaction to Disney's entry into the streaming market?

• It was met with skepticism.

• It was considered a failure.

• It was seen as a significant success.

• It had no impact on the market.

What is the implication of Disney's move on traditional cable services?

• It strengthens the cable business.

• It makes cable services more popular.

• It challenges the cable business model.

• It has no effect on cable services.

How are established companies like Disney adapting to the new media landscape?

• By quickly catching up to new media leaders.

• By reducing their media presence.

• By ignoring new media trends.

• By sticking to traditional methods.

What is the expected average household spending on streaming services?

• $30-$40

• $10-$20

• $50-$55

• $70-$80

What percentage of Netflix's core customer base might churn due to competition from Disney and Apple?

• 10-15%

• 20-25%

• 30-35%

• 5-10%