_0.jpg "disney now")
The Crowds in Disney World Right Now Will SHOCK You
DISNEY NOW FREE
From here on out, we hope the focus for streamers is return on invested capital and free cash flow generation.”Īlso note that while Disney expects “core Disney+” growth to continue on its expected trajectory through 2024, the company cut projections for Disney+ Hotstar over that time period given the loss of Indian Premiere League cricket rights. Gone are the sum-of-the-parts models using revenue multiples or even the metric of EV/content spending. “As a result of this slowdown in new subscriber additions, we have seen many in the industry pivot to a new wave of sobriety” - with a focus on streaming profitability, MoffettNathanson principal analyst Michael Nathanson wrote in an Aug. (Netflix posted Q2 revenue of $7.97 billion and net income of $1.44 billion.) The operating loss for the DTC segment ballooned to $1.06 billion, versus $293 million in the year-earlier period. In the most recent quarter, the media conglomerate’s streaming losses increased: Disney’s direct-to-consumer revenue was $5.06 billion for the quarter, up 19% - but below Wall Street expectations of $5.2 billion, per FactSet. As previously announced, ESPN+ rates will increase by three dollars monthly in August, going from $6.99 to $9.99 per month.ĭisney expects Disney+ to reach profitability in fiscal year 2024 (which ends that September). That’s higher than Disney+, but still below Netflix’s ARPU in the region.ĮSPN+ ARPU nosed up 2%, to $4.55/month, for the quarter ended July 2. For the most recent quarter, the ARPU for Hulu’s subscription VOD service (available only in the U.S.) was $12.92 per month - down 2% year over year, again likely because of bundle discounts. 10, the price of Hulu with ads will go up a buck, from $6.99 to $7.99 per month, while the ad-free tier will go up two dollars, from $12.99 to $14.99 per month. Hulu also is set for a price hike in Q4: On Oct. That, of course, is designed to drive up Disney+’s ARPU, with the combo of the price increase (offset by the inevitable resulting churn) and the into of the ad-supported Disney+ Basic tier, which could produce higher ARPU if the Mouse House can successfully monetize it at the high ad rates execs have touted. That same day, the media company will introduce Disney+ Basic, an advertising-supported tier that will be available at the previous $7.99/month price. and Canada, Disney+ picked up just 100,000 paid subs in the recent quarter, to reach 44.5 million.Ĭoncurrent with its earnings release, Disney announced a 38% price hike for the “premium” Disney+ no-ads version of the service, which will go up to $10.99/month on Dec. streaming subscriber growth has slowed for not just Disney+ but nearly every player in the biz. Now Disney+ is trying to raise its profitability profile, as U.S. That’s compared with Netflix, which reported an ARPU of $15.95 per month in the U.S./Canada region for Q2, up 10% due to price increases.
DISNEY NOW TV
and Canada) was $6.27 per month, a 5% decline from the year earlier, likely the result of a skew toward the Disney Bundle and inclusion of Disney+ (and ESPN+) in Hulu’s live TV package. For the three months ended July 2, Disney+ domestic ARPU (U.S. That was nearly half Netflix’s standard plan at the time.īut that low entry point has meant Disney’s flagship streamer makes less money than Netflix, the historical category leader. When Disney+ first launched in November 2019, it rapidly amassed market share by pricing the streamer at the low, low price of $6.99/month. A much better apples-to-apples comparison would show Disney’s unduplicated streaming subscribers (i.e., households), but that’s a figure the company does not disclose. According to the way Disney tallies its streaming numbers, one household that takes the Disney Bundle - with Disney+, Hulu and ESPN+ - is counted as three separate subscriptions. Separately, Netflix takes issue with comparing Disney’s subscriptions to Netflix’s subscribers.
0 kommentar(er)
