You may have heard the term “Product Market Fit” coined by Andy Rachleff. I’m not sure I’ve seen a better example of “PMF” than the marriage of Walt Disney’s world-class content library with a service delivery model that is 100% aligned with consumer preference. Disney content is available across its three SVOD properties: Disney+, Hulu and ESPN+ (Disney’s “Direct to Consumer” or “DTC” business). In the one year since launch, Disney+, Hulu and ESPN+ have grown a subscriber base that stands at 87 million subs for Disney+, 39 million for Hulu and 12 million for ESPN+. Disney is streaming its Investor Day for the next 4 hours at this link: Disney Investor Day
