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Comment by true_religion

6 hours ago

I think it is. ESPN is a totally separate vertical than the rest of what Disney offers, and it’s subject to compulsory high rate licensing.

Excluding it from the bundle lets Disney be price competitive.

It also underlines in the US that sports is probably the last interest in linear programming. It would be interesting to get a picture of how many US customers will pay for ESPN in a Disney+ bundle but not Linear Hulu. I'm sure Disney will be tracking it, and probably made a smart move making the more interesting bundle the one with ESPN but not Linear Hulu.

  • There's a huge interest in sports in the US (and elsewhere). And broadcast rights reflect that. But there are also a bunch of people who would happily take a discount on all their other video to not include sports.

    • And sports coverage is very regional. Disney plus shows African football matches in S. Africa but in the US, I wouldn’t be surprised if it focused only on US football and US college teams.

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