Rita Ferro at Disney Upfront 2026.
Courtesy: Disney Co.
Disney could soon make a bigger play into advertising.
During an earnings call with investors on Wednesday, CEO Josh D’Amaro said the company is exploring a free, ad-supported streaming product for consumers.
“We see it as a way to expand our reach to a customer segment that’s more price-sensitive, and expanding our reach … is one of our strategic priorities,” D’Amaro said.
He added that unlike many of Disney’s ad-supported competitors, the company has more ad inventory that “would actually help us accelerate our ad revenue growth.”
“A free offering could help us drive top of funnel Disney+ subscriber growth,” D’Amaro said, though he fell short of making any official announcements. Business Insider earlier reported that Disney was considering a free offering.
Free, ad-supported streaming services like Fox Corp.’s Tubi, Paramount Skydance’s Pluto TV and Roku’s The Roku Channel…