Advertising MonetizationIntegration with Disney ad technology and sale of ad inventory through Disney's ad sales force is expected to raise ad CPMs and fill rates, driving meaningful advertising revenue growth.
Cost And Margin ImprovementPlanned elimination of duplicative expenses, improved wholesale rates from Disney, and lower marketing costs under Disney ownership are expected to expand pro forma EBITDA and operating margins.
Strategic PartnershipCompletion of the Hulu transaction expands the combined subscriber base and aligns the service with a major media owner, supporting scale economies and stronger pricing leverage.