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> I suspect that, in addition to ad-supported tiers, we'll see more annual subscriptions or at least subscriptions where annual is sufficiently cheaper on a monthly basis that it's essentially an offer a lot of people can't refuse.

I think they're already experimenting with things like that. I signed up for an annual subscription when Disney+ launched (I knew my wife and kid would love it) and when it came time to renew they offered a "Disney Drop Box" as a reward for signing up for another year. The box was a themed selection of Disney merchandise that they claimed was valued at ~$150, which is probably a stretch, but my kid loved it.




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