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State of the Screens

Q1 Earnings: Disney+ Had a Magical Year

By May 20, 2021No Comments

Disney's Soul Screenshot

Disney+ subscribers (YoY growth):
1) 2020-Q1 – 54.5M
2) 2021-Q1 – 103.6M (↑ 90%)

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

Disney streaming subscribers by platform (% of total):
1) Disney+ – 103.6M (65%)
2) Hulu – 41.6M (26%)
3) ESPN+ – 13.8M (9%)
4) Total – 159.0M

Monthly ARPU for Disney+ (QoQ growth):
1) 2019-Q4 – $5.56
2) 2020-Q1 – $5.63 (↑ 1%)
3) 2020-Q2 – $4.62 (↓ 18%)
4) 2020-Q3 – $4.52 (↓ 2%)
5) 2020-Q4 – $4.03 (↓ 11%)
6) 2021-Q1 – $3.99  (↓ 1%)

Monthly APRU by streaming service (YoY growth):
1) Hulu (Live TV + SVOD) – $81.83 (↑ 21%)
2) ESPN+ – $4.55 (↑ 7%)
3) Hulu (SVOD only) – $12.08 (↑ 0%)
4) Disney+ – $3.99 (↓ 29%)

Share of Disney+ subscribers by geography according to  The Information:
1) United States – 40%
2) Outside United States – 60%

Disney+ brand health according to YouGov:
1) Value for money – 5.8 → 17.1
2) Purchase intent – 5.1 → 8.9

Disney Plus New Marvel content boosts the streaming platform's brand health

More #1: Disney’s New World Order Leads to Confusion and Bruised Egos

 

More #2: The New Disney CEO’s Covid Strategy Leans on Streaming Hits Like ‘WandaVision’

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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