Contrast Disney+ and Hulu on audience, content, business model and portfolio role

How would you compare Disney+ and Hulu? Walk through how you would structure the comparison and what you would conclude from it. ```hint Remember who owns both The two services sit under the same company, so decide what the comparison is meant to inform before you start listing differences. ``` ### Clarifying Questions - What is the comparison for: positioning each service, deciding where to invest, or deciding how the two should fit together? - Should I focus on the US, given that Disney sells Hulu as a standalone service only there while Disney+ is offered in many countries? - Should I compare from a subscriber's point of view, from Disney's business point of view, or both? - Are bundles and Hulu's live TV package in scope, or only the on-demand services? ### What a Strong Answer Covers - A clear set of comparison dimensions: audience, content and brand, product experience, business model and markets - Recognition that one company owns both, so overlap and complementarity matter more than picking a winner - The metrics and data that would make the comparison concrete, with any public figures labeled as estimates - A point of view on how the two services should relate to each other, with its trade-offs - Risks such as brand dilution, cannibalization and losing subscribers loyal to one brand ### Follow-up Questions - If Disney could keep only one of the two brands in the US, which should it keep and why? - How would you measure whether putting Hulu content inside the Disney+ app grows total subscriptions or only shifts them between services? - How does your comparison change in a market where Hulu is not sold as its own service?