Member Brief: Disney+ and Antitrust

Disney+ gained a reported ten million subscribers on its launch day. According to projections, The Walt Disney Company expects to earn the business of 50 – 80 million additional subscribers by the end of 2024. Netflix currently maintains 60.6 million U.S. subscribers. Hulu has 28.5 million, HBO has 34 million, and ESPN+ (another Disney property) has 3.5 million. These numbers are relevant but the story is deeper. Disney+ requires a critical mass to accomplish what executives set out to achieve through streaming distribution. This report explains.

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