Post #72 by tecmo on the The Walt Disney Company board

Stocks A to Z / Stocks D / The Walt Disney Company (DIS)

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https://www.cnbc.com/2025/08/21/cnbc-sport-why-esp...

ESPN is making history Thursday with the launch of its everything-in-one direct-to-consumer product. For the first time ever, consumers can buy ESPN programming without subscribing to the broader pay TV bundle. ESPN wants us to call it National ESPN App Day. I’ll let you decide if you want to go that far.

LightShed analyst Rich Greenfield predicts ESPN’s direct-to-consumer service will have 2 million subscribers by the end of 2025. That doesn’t include pay TV subscribers who already pay for ESPN through cable and will be able to access the revamped app with their existing credentials. Wolfe Research analyst Peter Supino estimates ESPN will add 1.75 million direct-to-consumer subscribers this year, ramping up to 3 million by the end of 2026.

A good summary of the business opportunity and the execution risks - worth a read.

tecmo
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