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State of the Screens

Disney+’s Magical Run Continues

By August 19, 2021No Comments

Disney+ subscribers (YoY growth):
1) 2020-Q2 – 57.5M
2) 2021-Q2 – 116.0M (↑ 102%)

Flashback: Disney’s Plans To Dominate The World (And The Galaxy)

Disney streaming subscribers by platform (% of total):
1) Disney+ – 116.0M (67%)
2) Hulu – 42.8M (25%)
3) ESPN+ – 14.9M (9%)
4) Total – 173.7M

Total Disney streaming subscribers (YoY growth):
1) 2020-Q2 – 101.5M
2) 2021-Q2 – 173.7M (↑ 71%)

Monthly ARPU for Disney+ (YoY growth):
1) 2020-Q2 – $4.62
2) 2021-Q2 – $4.16 (↓ 10%)

Monthly ARPU for Hulu (SVOD only)(YoY growth):
1) 2020-Q2 – $11.39
2) 2021-Q2 – $13.15 (↑ 15%)

Monthly ARPU for Hulu (Live TV + SVOD)(YoY growth):
1) 2020-Q2 – $68.11
2) 2021-Q2 – $84.09 (↑ 23%)

Monthly ARPU for ESPN+ (YoY growth):
1) 2020-Q2 – $4.18
2) 2021-Q2 – $4.47 (↑ 7%)

Big question: How is theme park revenue looking?

Quick answer: The share of adults who feel comfortable going to an amusement park dropped 7% between July and August.

Comfortability going to an amusement park graph

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


Video: Mark Zgutowicz (friend of SOTS) brings the knowledge with Alex Sherman!

More: Disney+ Premium, the future of Premier Access?

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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