34,386,000*
45.9%†
*number of U.S. TV HHs that have ditched the legacy pay-TV bundle in the last five years
†penetration of bundled subs as of the close of Q2√; in Q2 2018 penetration was at 76.2%
√factor in the 16.9M vMVPD subs and overall video penetration is now 59.5%

Unless it's a week with a new Star Wars or Marvel episode drop, Disney+ originals viewing is now more embarrassing than AppleTV+ viewing.

Top 10 Netflix Originals (Shows & Movies), US TV Viewing, week ending 8/13/23

Comp: A single 1 hr episode watched by 1 million people = 60 million minutes

Top 10 Hulu Originals (Shows & Movies), US TV Viewing, week ending 8/13/23

Comp: A single 1 hr episode watched by 1 million people = 60 million minutes

Top 10 Disney+ Originals (Shows & Movies), US TV Viewing, week ending 8/13/23

Comp: A single 1 hr episode watched by 1 million people = 60 million minutes

Top 10 AppleTV+ Originals (Shows & Movies), US TV Viewing, week ending 8/13/23

Comp: A single 1 hr episode watched by 1 million people = 60 million minutes

Top 10 Amazon Originals (Shows & Movies), US TV Viewing, week ending 8/13/23

Comp: A single 1 hr episode watched by 1 million people = 60 million minutes

Because Iger agreed to that ridiculous minimum value as part of the Hulu transition deal with Comcast after he overpaid for the Fox assets.

Yet another bad late teens decision by Iger!

Nielsen's Streaming Video Top 10s, week ending 8/13/23

#TheLincolnLawyer (#1 original)
#Suits (#1 acquired)
#HeartOfStone (#1 movie)

While it's likely that Disney & Charter come to an agreement that more or less preserves the status quo, I'm still hoping for the threatened video business walk away by Charter to happen.

It would be so much more fun on Twitter.

Bob talks a good game for someone whose company's market cap is below $9b today, and owes the NFL ~$2b this season, and every season, for the next decade.

Time to get back to searching through the couch cushions.

“It’s not clear if this is a moment that gets resolved quickly — and we are back to having an industry that is in secular decline … or whether this is a more meaningful moment'

a more meaningful moment = a cascading extinction level event

Unfortunately for Disney, a Charter/Spectrum subscriber is much better for them than a Hulu+Live subscriber.

“I’m happy for us to get paid for Hulu, but screwing with Iger is its own reward.”

- Brian Roberts, to himself

How To Bungle A CEO Transition

Can’t Wait For The Sequel In 2025*!

*tentative

No mention of revenue or profits in this PR boast, of course. There never is for any Free Ad Supported TV (FAST).

On the plus side, Fox incinerated far less cash on Tubi than they would have with a paid streaming business.

Daniel Ek, genius.

h/t Beau Hogrefe

If reporting is accurate that

Charter's position is 'We'll accept the price increase if you let us bundle your ad supported SVOD services for free'

Disney's position is 'OK, but you can't get the SVOD services for free'

Then it's just a matter of price.