Part 2/8:
The conversation kicks off with a focus on how major streaming platforms, driven by profit incentives, have compelled users to transition to cheaper, ad-supported tiers. Disney, in particular, has made significant announcements at their meetings indicating a strategic pivot to advertising. The hope has been that by offering ad-supported options, they can increase their revenue streams. However, this strategy is now facing considerable backlash as advertisers begin to retreat due to rising costs associated with tariffs.