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State of the Screens

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

By December 17, 2020No Comments

Big news #1: Disney passed 86M subs for Disney+, and 137M total with Hulu and ESPN+ added together.

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Big news #2: Disney raised their 2024 subscriber projection to 230M+ from their original estimate of 60M+!

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Big question #1: How does Disney+ compare to other streaming services?

Quick answer: Disney reached 44% of Netflix’s global subscriber base in 1 year.

FYI: It took Netflix 7 years to hit 100M streaming subscribers!

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Big news #3: Disney+ announced an insane slate of new shows and movies, including:

1) 10 Star Wars series
2) 10 Marvel series
3) 105 other movies and TV shows

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Disney+ content spend (YoY growth) according to Variety:

1) 2020 – $4.5B
2) 2021 – $8.5B (↑ 89%)

Quote from Michael Nathanson – Analyst @ MoffettNathanson:

“While we expected to hear about Disney’s accelerated content investment in their DTC businesses, the sheer size and quality of the content tsunami headed to Disney Plus was mind-blowing and frightening to any sub-scale company thinking about competing in the scripted entertainment space” 

What Lil Screens is reading: The Mandalorian announces an Ahsoka Tano spin-off series

Top streaming shows in November by audience share according to 7Park:

1) The Mandalorian – 29%
2) The Queen’s Gambit – 20%
3) The Crown – 14%
4) Jingle Jangle: A Christmas Journey – 10%
5) Schitt’s Creek – 9%

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Big picture: Disney stock is up ≈ 20% this year despite a $7B drop in profit.  This is due in large part to excitement around Disney+.

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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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