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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks D / The Walt Disney Company (DIS)
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Author: tecmo   😊 😞
Number: of 90 
Subject: ESPN
Date: 08/21/25 12:05 PM
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cnbc.com - Cnbc sport why espns historic streaming launch may actually cost it subscribers

ESPN is making history Thursday with the launch of its everything-in-one direct-to-consumer product. For the first time ever, consumers can buy ESPN programming without subscribing to the broader pay TV bundle. ESPN wants us to call it National ESPN App Day. I’ll let you decide if you want to go that far.

LightShed analyst Rich Greenfield predicts ESPN’s direct-to-consumer service will have 2 million subscribers by the end of 2025. That doesn’t include pay TV subscribers who already pay for ESPN through cable and will be able to access the revamped app with their existing credentials. Wolfe Research analyst Peter Supino estimates ESPN will add 1.75 million direct-to-consumer subscribers this year, ramping up to 3 million by the end of 2026.

A good summary of the business opportunity and the execution risks - worth a read.

tecmo
...

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