Disney will be 100 years old in 2023, but what does the Mouse House have in store for the final 12 months of its first century? Richard Middleton picks apart the company’s recent results and finds out it’s mostly “content, content, content”. Disney has come a long way since it first entered the entertainment industry […]
The Walt Disney Company has announced plans to spend between $14-$16bn on content for its streamers, Disney+, Hulu and ESPN+, by 2024, as it revealed it has already surpassed 137 million paid subscriptions across its DTC services. Disney aims to increase this to 300-350 million subscribers by 2024 and has also set a target of […]
Tony Gunnarsson, principal analyst for media & entertainment at TBI sibling OMDIA, reflects on a watershed year for streaming and picks out the ramifications and key trends set to affect the business in 2021 and beyond. The acceleration of cord-cutting and online video adoption during Covid-19, coupled with aggressive expansion of next-gen direct-to-consumer (D2C) services, […]
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+ 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 […]
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+ 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 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 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 […]
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 […]
