Part 8/10:
This approach underscores that Disney’s focus has shifted from merely growing the subscriber base to maximizing revenue per user. With the saturation of the market and a potential "ceiling" on willing subscribers, the company seems prepared to maintain or increase prices, even if it means risking further cancellations.
Industry Trends and Future Outlook
The discussion concludes with speculation about the future of late-night shows like Jimmy Kimmel’s. Neon suggests that, given current trends, these shows might become less sustainable as viewership declines and contracts expire. Some hosts may transition to podcasting or other platforms rather than seeking to continue hemorrhaging money on shows that no longer attract significant audiences.