Bob Iger tells it like it is.

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“It’s not just about raising pricing,” Iger said. “It’s about moving consumers to the advertiser-supported side of the streaming platform... the pricing that we recently put into place, which is increased pricing, was actually designed to move more people in the AVOD [Advertising-based Video on Demand] direction.”

https://www.theverge.com/2024/11/14/24296307/disney-plus-streaming-business-profit-q4-2024-earnings

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