Disney CEO Bob Iger accidentally revealed a key piece of commercially-sensitive data during the company’s most recent earnings call: how many Disney+ subscribers are on ad-supported tier.
He quickly realized his mistake, commenting shortly afterwards that “I don’t know if I was supposed to disclose those AVOD [Ad-based Video On Demand] numbers” …
Deadline reports.
Fielding a question from a Wall Street analyst about the growth outlook and pricing strategy of Disney+, Iger divulged how many Disney+ subscribers take the ad-supported tier in the U.S. (37%) and globally (30%). The disclosure was unusual in the streaming sector. Netflix, for instance, has never broken out a similar percentage […]
When the Q&A with analysts moved to the next question and CFO Hugh Johnston was giving his answer, Iger’s voice suddenly could be heard on the call. “I don’t know if I was supposed to disclose those AVOD numbers,” he said, before Johnston continued speaking.
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