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State of the Screens

Disney+ Hits 28.6 Million Paid Subscribers Since Launch

By February 12, 2020No Comments

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%
Other – 30%
Verizon promotion – 20%

Average monthly revenue per user (ARPU) for Disney+:
1) Retail – $6.99
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

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.