To kick off its Investor Day presentation this afternoon, Disney presented its direct consumer strategy, reviewing the many assets that put the company in a strong position as it prepares for a major showdown with Netflix, Amazon Prime Video , and other video transmission services. Kevin Mayer, president of the direct consumer division of Disney, did not waste time saying the obvious: Disney will "probably" sell its independent and paid subscription services, Disney +, ESPN + and Hulu, as a package at an attractive price. (Disney acquired a controlling stake in Hulu with the completion of the acquisition of the assets of 21st Century Fox.)
Mayer said that Disney "will probably be grouped at a discounted price to offer more value to consumers." Hulu's monthly subscription was recently reduced to an initial price of $ 5.99. It also offers a "non-commercial" plan of $ 11.99 and Hulu with Live TV, which is $ 44.99 / month. ESPN + costs $ 4.99 per month or $ 49.99 per year. The big open question is how much Disney + will be; that is definitely something we hope to learn as today's event continues.
Joining all these things is an obvious move if Disney wants to make things easier for consumers. ESPN executives have previously hinted that a package could be on the cards.
Pairing their services will create a formidable challenge for Netflix, yes, but it could also affect the cable industry and Internet TV services such as Sling TV and YouTube TV. It is likely that some consumers do not need a traditional cable package if they have on-demand television episodes, sports programming, and Disney's Marvel Classic and movie vaults in a package for a single, direct price.
The details here will be interesting: will there be a package that includes Hulu's live TV service? Because it will look expensive next to the standard combo, but it is what you will need if you want to watch the ESPN cable channel in addition to ESPN +.