The numbers

$22.6 billion — Disney’s reported revenue for Q4, a 6% increase compared to the prior-year quarter.

$460 million — Disney’s net income for Q4, a 77% bump from the prior-year period.

$321 million — Disney’s direct-to-consumer revenue for Q4. Entertainment DTC delivered 14% ad revenue growth this quarter, according to the company.

$2.46 billion — Disney’s linear networks revenue for Q4, which dropped 6% year over year.

+4.8 million — The total subscribers added to Disney+ in Q4, bringing the company’s total DTC subs across its portfolio to 236.2 million.

The watercooler talk

During an earnings call on Thursday, Disney CEO Bob Iger addressed Disney+’s ad-supported business and how the company is attempting to move consumers to that side of the platform, adding that the increased streaming pricing the company put into place was designed to move people in that direction. He also cited that around 60% of all new subscribers are going to the ad-supported tier. According to Iger, about 37% of all subs in the U.S. are AVOD (advertising-based video on demand) subs, and 30% globally.

Following the comments, the call moved onto other topics, and the Disney CEO was heard on an unmuted mic saying he wasn’t sure if he was supposed to share the AVOD numbers.

In addition, Iger said he recently connected with Rita Ferro, Disney’s president of ad sales, who believes linear is “very strong.” He showed optimism in sports, citing that it is attractive to advertisers. According to Iger, the company will be adding an ESPN tile to Disney+ next month, which will include rights to many of the most popular sports.

The key quote

“I don’t know if I was supposed to disclose those AVOD numbers,” Iger said into an un-muted mic during the earnings call.