CLAIM #21127 · DIS (DIS) · 2022Q2 earnings call · May 11, 2022 · due May 11, 2023
“So we believe that we can sort of move up and cascade up our net price over time given the tremendous value that we started with and the increased price-value relationship of all the new content, but we're pretty bullish about that.”
Bob Chapek · CEO
In context
“t. Thank you. As you know, we launch with an extremely attractive opening price point on Disney+, and we've been very comfortable with the price-value relationship that we've offered. And as you know, as we increase our content investment, we believe that that's going to give us the ability to adjust our price by -- and still, at the same time, maintain that strong value proposition. You mentioned the Disney+ ad tier I think this is going to give us the ability to reach an even more broad audience as we expand Disney+ across multiple price points. And using some of our other services, we can see the additive nature of an ad-driven service that enables us to keep the price lower. Of course, that's made up for by the additional revenue that we would get per user on the advertising spending. So we believe that we can sort of move up and cascade up our net price over time given the tremendous value that we started with and the increased price-value relationship of all the new content, but we're pretty bullish about that. Thank you. Operator: Next question is from Ben Swinburne with Morgan Stanley. Benjamin Swinburne: A question, and if I can, Alexia, just a clarification from the prepared remarks. On parks, as you know, you'll start to lap some really strong significant double-digit per capita growth as you move through the rest of the summer and into the fall. And I'm just wondering, particularly given how focused everybody is on the economy and inflation, the consumer, if you're seeing any signs that would suggest that you're going to see substantial deceleration or even maybe not grow your per capita growth at the domestic parks. Just be curious on how you're thinking about the full year and as you lap these comparisons. And then I just wanted to come back, Christine, on the second half net adds. Are y”
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SEC filings for DIS ↗ · Claim quote is verbatim from the 2022Q2 earnings call.