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State of the Screens

Can Disney+ Continue Its Fairytale Run?

By November 18, 2021No Comments

2021-11-17_15-53-23

Disney+ subscribers (YoY growth):
1) 2020-Q3 – 73.7M
2) 2021-Q3 – 118.1M (↑ 60%)

35B4A5.1-2020Q3

Quote from Kim Masters – Editor-at-Large @ The Hollywood Reporter:
“The challenge confronting Chapek, and the leaders of every other legacy entertainment company, is daunting: They must serve Wall Street’s obsession with building their streaming services without alienating creatives, who still want a shot at the mind-bending paydays that come with success under a traditional model.”

Disney streaming subscribers by platform (% of total):
1) 
Disney+ – 118.1M (66%)
2) 
Hulu – 43.8M (24%)
3) 
ESPN+ – 17.1M (10%)
4) Total – 179.0M

Total Disney streaming subscribers (YoY growth):
1) 2020-Q3 – 120.6M
2) 2021-Q3 – 179.0M (↑ 48%)

Monthly ARPU for Disney+ (YoY growth):
1) 2020-Q3 – $4.52
2) 2021-Q3 – $4.12 ( 9%)

Monthly ARPU for Hulu (SVOD only)(YoY growth):
1) 2020-Q3 – $12.59
2) 2021-Q3 – $12.75 ( 1%)

Monthly ARPU for Hulu (Live TV + SVOD)(YoY growth):
1) 2020-Q3 – $71.90
2) 2021-Q3 – $84.89 ( 18%)

Monthly ARPU for ESPN+ (YoY growth):
1) 2020-Q3 – $4.54
2) 2021-Q3 – $4.74 ( 4%)

Dive deep: What Does The Growth Of Disney+ Mean For Convergent TV?

Big question: How is theme park revenue looking?

Disney theme park revenue (YoY growth):
1) 2018-Q3 – $6.1B
2) 2019-Q3 – $6.7B ( 8%)
3) 2020-Q3 – $2.7B (↓ 59%)
4) 2021-Q3 – $5.5B ( 99%)


Share of adults who feel comfortable going to an amusement park according to Morning Consult:
1) Oct-20 – 20%
2) Oct-21 – 43%

35B4B.3-2021Q3Fun: Disney World price increases over time.

Video: Disney CEO Bob Chapek joins Fast money after conference call to discuss disappointing earnings

 

More #1: Disney Now Lives By the Sub, Dies By the Sub

 

More #2: Disney makes the trend clear: Growth is slowing for streaming services

 

More #3: Bob Iger’s Long Goodbye

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.