Co-CEOs Reed Hastings and Ted Sarandos said that Disney's early success in streaming shows subscribers are willing to pay more for great content. VP of Investor Relations Spencer Wang noted that about 30% of those 87 million subscribers, however, are from Hotstar, a streaming platform Disney offers in India, which has a lower average revenue per user (ARPU). The company shared details of some of its biggest hits from the quarter, like "The Queen's Gambit," which 62 million member households watched in the first 28 days on the service.