The financial benefits are not expected to be realized until the back half of the year, Johnston said.

Netflix is a bit more than a year into its campaign to implement paid password sharing across the world.

Disney launched advertising on Disney+ in December 2022, a month after Netflix.

Disney streaming

A billboard above the El Capitan Entertainment Centre in Hollywood touts Disney’s streaming bundleAaronP/Bauer-Griffin/GC Images

Johnston was asked during the call to estimate the size of the potential lift to Disney revenue.

Netflix had an over 10-year head start on us.

We launchedDisney streamingjust over four years ago.

Article image