Sources: Netflix’s ad-supported tier may debut on Nov. 1 in markets including Canada, France, Germany, UK, and US; the date was moved to beat Disney+’s Dec. 8 (Todd Spangler/Variety)

Todd Spangler / Variety:
Netflix plans to stop sharing projected subscriber numbers in its earnings starting in Q4 2022, instead stressing new revenue streams like ads and paid sharing  —  Netflix will no longer share projected subscriber targets in upcoming earnings reports — a closely tracked metric among investors …

Lauren Forristal / TechCrunch:
Disney hit 235.7M global streaming subscribers in its Q4, above Netflix’s 223.1M in its Q3; Disney+ had 164.2M subscribers, Hulu had 47.2M, and ESPN+ had 24.3M  —  Disney reported results for the final quarter of its 2022 fiscal year today, revealing a total of 164.2 million Disney+ global subscribers …

Joseph De Avila / Wall Street Journal:
Disney rolls out ad-supported Disney+ for $7.99 per month; the ad-free version will now cost $10.99 per month, up from $7.99  —  The overhaul of Disney+ comes after a slowdown in subscriber growth for streaming services  —  Walt Disney Co. DIS .68%increase; green up pointing triangle rolled …

Charles Pulliam-Moore / The Verge:
Netflix says its Basic with Ads tier will cost $6.99 per month and launch on November 3, 2022 in 12 countries, including the US, Australia, Germany, and the UK  —  Starting in November, Netflix will finally roll out its new ad-supported tier for just a few bucks a month …

Sarah Krouse / Wall Street Journal:
Bob Iger returns to a more competitive and challenging streaming landscape and should steer Disney+ to profitability without cannibalizing Disney’s other units  —  Incoming CEO championed Disney+, but needs to steer streaming business toward profitability without cannibalizing other Disney units

Wall Street Journal:
Sources: Disney explores a membership program similar to Amazon Prime, bundling streaming, theme parks, and merchandise, and adding commerce features to Disney+  —  Entertainment giant looks to package streaming, parks and merchandise offerings together; aims to add commerce feature to Disney+