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Disney weighs a free ad-supported tier for Disney+

Disney is exploring a FAST-style free tier following Paramount’s similar move, aiming to monetize unwatched library content and expand ad reach. Analysts argue it curbs churn by keeping downgraded subscribers in-ecosystem rather than losing them outright.

Why it matters. With Paramount and now Disney both exploring free ad-supported tiers, other major streamers lose the argument that a paid-only or paid-plus-ads model is sufficient to retain churning subscribers.

Signal from TVREV · Alan Wolk · read the original.

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