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TBI Tech & Analysis: Tracking Amazon Prime & Hulu’s next moves

Amazon Prime Video and Hulu might look like similar streamers on the surface but underneath the bonnet, their respective owners have experienced Covid-19 in considerably different ways. Sarah Henschel and Max Signorelli, analysts at TBI sibling Omdia, explore how subscription numbers at Amazon’s Prime operation and Disney-owned Hulu might fare against three different scenarios. The […]

Disney+ lands 54m subscribers but Mouse House left reeling by Covid-19

Disney+ has racked up more than 54 million subscribers since its launch barely six months ago, but it was not enough to plug the gap in the company’s balance sheet left by the Covid-19 pandemic. The ongoing health crisis has left Disney reeling, with the parks segment alone losing out on an estimated $1bn in […]

TBI Tech & Analysis: Streaming through the crisis

Streamers are facing unprecedented demand as locked-down households look for entertainment – to the extent that bandwidth is being rationed and the launch of Disney+ in France has been delayed. TBI speaks to Maria Rua Aguete, exec director at analyst giant Omdia, who breaks down who’s doing what and what it might mean longer term. […]

Disney+ beats subscriber predictions, unveils India launch plans

Disney+ has hit 28.6 million subscribers in less than six months, the company has confirmed. The company’s first quarterly results since the streamer’s launch in five territories met recent estimations from analyst MoffettNathanson. Speaking on Disney’s Q1 2020 earnings call, CEO Bob Iger attributed Disney+’s success to “our incredible portfolio of great brands, the outstanding […]

Disney’s streaming businesses already valued at $107bn, says Barclays

Disney’s streaming businesses have already been valued at over US$100bn by Barclays. The Mouse House’s streaming empire is made up of three pillars: Disney+, Hulu and ESPN+. Sports streamer ESPN+ launched in April 2018, while Disney took full control of Hulu in May last year and launched flagship service Disney+ in November. Despite currently only […]

Disney+ opens up to pre-orders ahead of November launch

Disney is opening its forthcoming streamer up to pre-orders two months ahead of launch.  The Mouse House is allowing US customers to sign up for a $6.99 monthly subscription or annual $69.99 plan well in advance of the official 12 November launch. However, the business is asking customers interested in purchasing a bundle – which […]

Charter deals with Disney to offer access to streamers

US telco giant Charter has struck a carriage deal with Disney offering access to Mouse House-backed streaming services such as Hulu and Disney+, as well as its forthcoming college sports channel ACC Network. The deal avoids any potential blackout of Disney channels including sports network ESPN on Charter’s Spectrum pay TV service, but also means […]

Disney reveals SVOD bundle, two-market international roll-out plan

Disney has lifted the lid on its highly anticipated bundle offering for streaming services Disney+, ESPN+ and ad-supported Hulu, and confirmed that Disney+ will launch in two markets outside the US in November.  Disney boss Bob Iger revealed during the company’s Tuesday (6 August) earnings call following the release of its fiscal Q3 results that […]

Disney+ unveils price point, two-year global expansion

Disney has given investors a first glimpse into its new SVOD service, which is to launch on 12 November with a “rapid” global expansion planned within the next two years. The Mouse House’s long-anticipated Investor Day in Burbank, California, included extensive presentations on Hulu, Hotstar, ESPN+ and Disney+ from execs including chairman and CEO Bob […]

Disney to lose $150m in third-party licensing revenue in 2019

Disney has confirmed that the business will this year lose around $150m in content licensing revenues – money from content it would have sold to third-party channels and platforms. The business will instead keep that content for its own services, most notably Disney+, which is expected to launch at the end of this year. Chief […]

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