Disney CEO Bob Iger had a “hot mic” moment on the company’s fiscal fourth quarter earnings call Thursday morning, questioning aloud whether he should have revealed key streaming numbers.
Fielding a question from a Wall Street analyst about the growth outlook and pricing strategy of Disney+, Iger divulged how many Disney+ subscribers take the ad-supported tier in the U.S. (37%) and globally (30%).
The disclosure was unusual in the streaming sector. Netflix, for instance, has never broken out a similar percentage, preferring instead to report monthly active users of its ad tier (as it did earlier this week).
When the Q&A with analysts moved to the next question and CFO Hugh Johnston was under way with his answer, Iger’s voice suddenly could be heard on the call. “I don’t know if I was supposed to disclose those AVOD numbers,” he said, before Johnston continued speaking.
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