Disney D2C: Better Profits, But Slower Revenue, Subscribers?
- by Wayne Friedman , April 10, 2025
Although profits continue to improve at Disney’s direct-to-consumer (D2C) business, there are continued concerns about near-term subscriber and revenue growth, according to Bernstein Research.
“Decelerating DTC growth has become a concern for investors,” said Laurent Yoon, media analyst at the equity research company.
While promotions have seen net subscribers gains …
