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I was curious if anyone subscribes to this service. And I was further curious if anyone knows how successful it is.
I tried to do some research on it, and came up with an article from the Hollywood Reporter back in September:
http://www.hollywoodreporter.com/news/analyst-walt-disney-su...
Beyond that, I haven't found out too much. And I believe the analyst's thesis presented in that article is a moot point to some degree because of the Netflix deal. To another degree, the thesis is still correct in that Disney still needs to explore SVOD further. (Then again, I should ask if the Netflix deal means Disney Family Movies SVOD will have to disappear.)
I think it's a neat little service in that you are surprised every month by some obscure Disney content. I personally am not interested in the service, but as a shareholder, I think it's an efficient way of extracting value from the library. However, my gut tells me this doesn't add too much revenue to the top line.
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