Part 9/11:
The deal raises important questions about Disney’s revenue strategy. With potentially tens of millions of households gaining access to Disney+ either for free or at a discounted rate through cable providers, Disney's average revenue per user (ARPU) for its streaming services could decrease significantly. This shift could press Disney to rethink its direct-to-consumer model, perhaps focusing more on subscriber volume and less on high-margin individual subscriptions.
Additionally, this arrangement may influence how advertising is approached, particularly if content is increasingly packaged within cable systems rather than sold directly to consumers.