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Streaming Media Expert: Industry Analyst, Writer and Consultant. Chairman of the NAB Show Streaming Summit (dan@danrayburn.com)

Disney Calendar Q1 2024 Earnings (FY Q2): DTC streaming business of Disney+ and Hulu had an operating income profit of $47M, ESPN+ lost $65 million. Added 6.3M Disney+ Core subs (117.6M total), excluding Disney+ Hotstar, which lost 2.3M subs. Hulu SVOD gained 700,000 subs (45.8M total), Hulu + Live TV lost 100,000 subs (4.5M total). ESPN+ lost 400,000 subs (24.8M total). Will add an ESPN Plus tile to Disney+ this fall, giving subscribers access to "select live games and studio programming" within the Disney+ app. Disney will begin cracking down on password sharing starting in some markets in June, followed by a wide rollout in September. UPDATED 11:28am EST - Stock is down almost 10%. Earnings release: https://lnkd.in/ea58MB2n -- #hulu #streamingmedia #disneyplus #espnplus #SVOD #AVOD

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