Hello everyone. Welcome to September.

As of now, my expectation is that Tuesday’s update will be published late on Monday (ET). It will be dedicated to going over my thoughts and expectations heading into Apple’s “Far out” product event.

Let’s jump into today’s update.

Disney Considering Memberships

Over at the WSJ, here are Jessica Toonkel and Sarah Krouse:

“Walt Disney Co. is exploring a membership program that could offer discounts or special perks to encourage customers to spend more on its streaming services, theme parks, resorts and merchandise, according to people familiar with the discussions.

The program would be somewhat akin to Amazon Prime, which offers advantages such as free shipping, discounts at Whole Foods and a complementary streaming video service for a monthly or annual fee, the people said. Internally, some executives have referred to Disney’s initiative as ‘Disney Prime,’ although that won’t be the name of the program, one of the people said.

Discussions at Disney are in the early stages. It couldn’t be learned how much the company would charge for membership and how long it would take to launch such a program.

By creating a membership program, Disney would be betting it could offer customers more value, prompting them to spend more on the company’s products and services, while providing Disney with a trove of information about their preferences.

The effort is supported by Disney Chief Executive Bob Chapek, who has been vocal both internally and publicly about the opportunity for Disney to do more to cross-sell to customers, the people familiar with the discussions said."

Disney provided a statement to the WSJ confirming that it is indeed exploring a membership program. The WSJ also claims that Disney has “studied” Apple One in terms of coming up with its own membership program.

My first reaction after reading this story this morning was “it’s about time.” My next thought was wondering if they would call it “Disney One” to signify having various Disney experiences available in one place.

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