Disney has raised prices for its streaming services again, by up to 20%. Following past increases CEO Bob Iger has said that subscriber retention held up well. But Disney+ and Hulu are now the highest-priced premium SVOD services and consumers are budget-conscious as always. Further, at the new price of $12 per month, Disney+ and Hulu are now 50% more expensive than Netflix’s Standard plan with ads. 

Meanwhile, as Colin notes the aggregate cost of the top SVOD services ad-free tiers has soared from $78 per month to $102 per month in the past two years, far surpassing the inflation rate. 

As we discuss, all of this adds up to heightened subscriber retention risk going forward. 

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