DisneyOTP

Disney Over the Top: Bob Iger Bets the Company (and Hollywood’s Future) on Streaming

Disney+ is set to launch on November 12th and should get a boost from the announcement that ≈ 50M Verizon subscribers will get their first year of the service for free!

Updated subscriber projections for Disney+ from MoffettNathanson:
1) 
2019P – 8M (↑ 6M)
2) 2020P – 18M (↑ 8M)

Estimated losses from Disney+ between 2019-20:
1) 
2019 – $4.1B
2) 
2020 – $4.9B

FYI #1: Disney may have some extra cash in the couch cushions after becoming the first studio to have 5 movies top $1B+ in a single year.

FYI #2: Disney still has Frozen 2 and Star Wars: The Rise of Skywalker coming out this year, giving them a shot at 7!

h/t: to the team @ Morning Brew for putting this together!

Video: Disney CEO Bob Iger on Disney+ deal with Verizon and the future of the industry

More #1: Disney Plus: Launch dates, prices, preorders, shows and movies to expect

More #2: Inside Disney’s New York Stream Factory

More #3: The Slow-Burning Success of Disney’s Bob Iger

READ NEXT

Want the latest insights from around the video advertising industry?
Subscribe to our State of the Screens Newsletter.

logo

Thank you

We have received your message and will be in touch shortly.

logo

Contact Us