Big news #1: Dancing with the Stars (DWTS) will air exclusively on Disney+ starting with season #31.
Why this matters #1: DWTS has occupied the 8-10 PM time slot on ABC for the past 15 years.
Why this matters #2: DWTS is still a top 5 unscripted show drawing 7M+ viewers each Monday night.
Total viewers for Dancing With The Stars on Mondays (YoY growth) according to Nielsen:
1) S4 – 20.0M
2) S5 – 21.7M (↑ 8%)
3) S6 – 19.6M (↓ 10%)
4) S7-8 – 19.8M (↑ 1%)
5) S9-10 – 19.7M (↓ 0%)
6) S11-12 – 21.9M (↑ 11%)
7) S13-14 – 18.2M (↓ 17%)
8) S15-16 – 14.9M (↓ 19%)
9) S17-18 – 15.2M (↑ 2%)
10) S19-20 – 14.7M (↓ 3%)
11) S21-22 – 13.4M (↓ 9%)
12) S23-24 – 12.4M (↓ 8%)
13) S25-26 – 10.6M (↓ 14%)
14) S27 – 8.7M (↓ 18%)
15) S28 – 7.8M (↓ 10%)
16) S29 – 7.1M (↓ 10%)
Big in Lil Screens world: Disney released a trailer for the upcoming Obi-Wan Kenobi limited series.
Big question #1: What are the demographics around people showing interest in the Obi-Wan Kenobi limited series on Disney+?
Quick answer: Male (65%) and heavily 18-34 (82%).
Disney+ subscribers (YoY growth):
1) 2020-Q1 – 54.5M
2) 2021-Q1 – 103.6M (↑ 90%)
3) 2022-Q1 – 137.7M (↑ 33%)
Big question #2: Which region is growing fastest for Disney+?
Quick answer: India.
Disney+ YoY growth rate by region:
1) India (Hotstar) –↑ 42%
2) International (non-Hotstar) – ↑ 39%
3) US/Canada –↑ 19%
Big question #3: How many shows is Disney+ developing for international markets?
Quick answer: 590 shows.
Number of international shows in production by region (% of total):
1) Latin America (LATAM) – 200 (34%)
2) Europe, Middle East, and Africa (EMEA) – 150 (25%)
3) Asia Pacific (APAC) – 140 (24%)
4) India – 100 (17%)
Disney streaming subscribers by platform (% of total):
1) Disney+ – 137.7M (67%)
2) Hulu – 45.6M (22%)
3) ESPN+ – 22.3M (11%)
4) Total – 205.6M
Total Disney streaming subscribers (YoY growth):
1) 2021-Q1 – 159.0M
2) 2022-Q1 – 205.6M (↑ 29%)
Monthly ARPU for Disney+ (YoY growth):
1) 2020-Q1 – $5.63
2) 2021-Q1 – $3.99 (↓ 29%)
3) 2022-Q1 – $4.35 (↑ 9%)
Monthly ARPU for Hulu (SVOD only)(YoY growth):
1) 2020-Q1 – $12.06
2) 2021-Q1 – $12.08 (↑ 0%)
3) 2022-Q1 – $12.77 (↑ 6%)
Monthly ARPU for Hulu (Live TV + SVOD)(YoY growth):
1) 2020-Q1 – $67.75
2) 2021-Q1 – $81.83 (↑ 21%)
3) 2022-Q1 – $88.77 (↑ 8%)
Monthly ARPU for ESPN+ (YoY growth):
1) 2020-Q1 – $4.24
2) 2021-Q1 – $4.55 (↑ 7%)
3) 2022-Q1 – $4.73 (↑ 4%)
Big news #2: Disney is giving an early glimpse of an offering that ties together DTC streaming (Disney+) with offline assets (theme parks).
More: TikTok Made ‘Encanto’ the First Disney Hit of the Streaming Age
