Disney+ added 26.5M subscribers since launching on November 12th, beating Wall Street estimates of 8M – 20M.
Total Disney streaming subscribers (% of total) as of February 3rd:
1) Hulu – 30.7M (46%)
2) Disney+ – 28.6M (43%)
3) ESPN+ – 7.6M (11%)
4) Total – 66.9M
The source of Disney+ sign-ups:
1) Disney direct – 50%
2) Other – 30%
3) Verizon promotion – 20%
Average monthly revenue per user (ARPU) for Disney+:
1) Retail – $6.99
2) Actual – $5.56 (21% discount)
Most watched content on Disney+ according to The Hollywood Reporter:
1) Disney Classics – 22%
2) Star Wars – 21%
3) Marvel – 15%
4) Pixar – 14%
5) Disney Channel – 9%
6) The Simpsons – 5%
7) Other – 14%
Video: Disney’s Kevin Mayer | Full interview | Code Media 2019
More #1: ‘The Mandalorian’ to Return in October, ‘The Falcon and the Winter Soldier’ to Premiere in August
More #2: 11 Lessons from the Success of Disney+
More #3: Disney Disturbs the Force: Pleasing Star Wars Fans Complicates Saga
