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State of the Screens

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

By October 31, 2019No Comments

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

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.

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