Disney's Streaming Services: Disney+ (and Hulu, ESPN+, Star, & hotstar)

khlaylav

Active Member
Not directly related to streaming, but Disney has apparently hired Marc Forster (Christopher Robin, among others) to direct an adaption of Neil Gaiman's "The Graveyard Book." Then again, they've been trying to adapt the book since 2009, so who knows if it'll actually happen.
 

DCBaker

Premium Member
"Grammy and Academy Award-winning singer-songwriter H.E.R has been tapped to play beloved Disney Princess Belle in ABC’s upcoming animated and live-action blended special, Beauty and the Beast: A 30th Celebration, executive produced by Jon M. Chu and directed by Hamish Hamilton.

The R&B star will lead audiences through the world of Belle with never-before-seen live musical performances paying homage to the timeless tale as well as new sets and costumes inspired by the classic story.

H.E.R.’s casting marks the first time an Afro Filipina woman will play the role of Belle on screen.

“I can’t believe I get to be a part of the Beauty and the Beast legacy. The world will see a Black and Filipino Belle!” said H.E.R. “I have always wanted to be a Disney princess, and I get to work with two wonderful directors Hamish Hamilton and my favorite, Jon M. Chu. It is very surreal and I couldn’t be more grateful.”

Presented by The Wonderful World of Disney, the two-hour Beauty and the Beast reimagining will be taped in front of a live audience at Disney Studios. It will air Dec. 15 on ABC and be available on Disney+ the next day."

 

DCBaker

Premium Member
"Walt Disney Co. is in discussions with the British Broadcasting Corp. about acquiring the streaming rights to a new “Doctor Who” series.

The talks are in the early stages and there’s no guarantee a deal will be reached, according to people with knowledge of the matter who asked not to be identified because the discussions are private. The show would potentially air globally on the Disney+ streaming service. The BBC would also air the program."

Disney in Talks With BBC to Stream ‘Doctor Who’ Series - Bloomberg
 

MarvelCharacterNerd

Well-Known Member
"Walt Disney Co. is in discussions with the British Broadcasting Corp. about acquiring the streaming rights to a new “Doctor Who” series.

The talks are in the early stages and there’s no guarantee a deal will be reached, according to people with knowledge of the matter who asked not to be identified because the discussions are private. The show would potentially air globally on the Disney+ streaming service. The BBC would also air the program."

Disney in Talks With BBC to Stream ‘Doctor Who’ Series - Bloomberg
This would thrill me IF they got all the vintage episodes, too. I would love to do an epic re-watch from the very beginning. But I'm not holding my breath... nor am I subscribing to another service to watch them (nor trying to catch them "live" on PlutoTV). I miss the old days of them cycling on PBS weekly. :(
 

sedati

Well-Known Member
"Walt Disney Co. is in discussions with the British Broadcasting Corp. about acquiring the streaming rights to a new “Doctor Who” series.

The talks are in the early stages and there’s no guarantee a deal will be reached, according to people with knowledge of the matter who asked not to be identified because the discussions are private. The show would potentially air globally on the Disney+ streaming service. The BBC would also air the program."

Disney in Talks With BBC to Stream ‘Doctor Who’ Series - Bloomberg
why-disney-plus-needs-to-acquire-netflixs-julie-nbcs-zoeys-extraordinary-playlist
 

DCBaker

Premium Member
"An “Eragon” live-action TV series is in early development at Disney+, Variety has learned exclusively from sources.

The series would be based on the Christopher Paolini young adult novel series “The Inheritance Cycle,” with “Eragon” being the first of the four books in that series.

According to sources, Paolini will serve as co-writer on the series. Bert Salke will executive produce under his Co-Lab 21 banner, with 20th Television producing. Salke is currently under an overall deal with Disney Television Studios, of which 20th TV is a part."

 

Disney Irish

Premium Member
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TwilightZone

Well-Known Member
"Hulu has emerged as Walt Disney Co. ’s fastest-growing U.S. streaming service, just as the company loads up on more adult-focused entertainment in a bid to expand its reach to a wider variety of viewers.

New subscriptions to Hulu have outpaced those of Disney’s flagship streaming platform, Disney+, in 18 of the past 24 months, and total new subscriptions to Hulu have exceeded those to Disney+ in each of the last six quarters, according to data from subscriber-measurement firm Antenna.

Hulu’s subscriber gains come as Disney leadership is under pressure from investors to keep up the momentum in Disney+ subscriber growth. Disney Chief Executive Bob Chapek has set a target of signing up between 230 million and 260 million Disney+ subscribers and achieving profitability for the streaming business by September 2024, a goal described as unrealistic by some shareholders.
Some analysts and investors have described streaming as a drag on Disney’s share price, which has fallen by nearly 40% this year amid a broader pullback in media stocks. Disney+ has 137.7 million global subscribers as of the most recent quarter’s end. Hulu’s streaming-only service has 41.4 million subscribers, while Hulu Live, Disney’s $70-a-month live-TV streaming product, has 4.1 million. The streaming segment overall lost $887 million in the most recent quarter, and its losses have totaled more than $6 billion since the launch of Disney+.

On Friday, Disney said that beginning in late August, the monthly subscription cost for ESPN+ would rise from $6.99 to $9.99, or from $69.99 annually to $99.99. A Disney spokesman said the price hike reflects the higher value and scope of the service, which has benefited from Disney’s increased investment in sports rights.

Disney anticipates that the ESPN+ price increase will make the Disney bundle—which ranges in cost from $14 to $20 a month, depending on whether ads are shown—more attractive, according to a person familiar with the matter.

The Antenna data, prepared exclusively for The Wall Street Journal, indicate that after Disney+ exploded out of the gate following its November 2019 launch, gaining nearly 100 million subscribers in its first five quarters of operation, its growth has leveled off as the service has locked in its core fan base.

Subscribers to the stand-alone Hulu service are less loyal than Disney+ subscribers, the data show, and more likely to cancel their subscriptions than those who subscribe to Disney’s streaming bundle, which includes both services and the sports-focused ESPN+. In June, the latest month for which data was available, 4.7% of Hulu subscribers canceled their subscriptions, compared with just 2.5% of bundle subscribers and 3.83% of Disney+ subscribers, Antenna found.

“They did a great job of teeing up those hard-core Disney fans,” said Jonathan Carson, Antenna’s chief executive. “But there’s a broader and longer-term upside for Hulu, because it has general market appeal, while Disney+ has a much more specialized fan base.”

A Disney spokeswoman said the trends shown in the Antenna data are broadly accurate. Despite Hulu’s accelerated growth, Disney+ is still seeing strong subscriber growth, she said.

Antenna analyzed data from spending apps and inbox-management software for about 5 million American consumers to glean trends around streaming video consumption.

Disney’s move to roll Hulu Live subscribers into its streaming bundle turned off some customers who weren’t interested in Disney+ content such as Star Wars and Pixar.

Disney+ is home to Disney’s core franchises, including Marvel Studios superhero films and series, Star Wars epics, children’s animated fare, as well as nature films from National Geographic and former 21st Century Fox titles such as “The Simpsons” and “Avatar.”
Hulu, by contrast, airs more adult-oriented shows such as this year’s corporate-scandal drama “The Dropout” and “Pam & Tommy,” a series about the release of the sex tape that actress Pamela Anderson made with heavy metal drummer Tommy Lee. In the company’s most recent earnings call, Mr. Chapek, the CEO, highlighted the appeal of both shows, plus the reality series “The Kardashians” and “Dancing With the Stars.”

Disney said in its most recent quarterly earnings call that it plans to spend $32 billion producing content this year, about one-third of which will be spent on sports rights, while a “meaningful amount” will be dedicated to general entertainment content.

“It’s obviously a balancing act, but we believe that great content is going to drive our subs, and those subs then in scale will drive our profitability,” Mr. Chapek said on the May earnings call. Mr. Chapek noted that nearly 50% of Disney+ subscribers are childless, underlining the need to produce shows and films that appeal to adults across all of the company’s platforms.

Mr. Chapek faces a tough decision over the next year and a half, including whether or not Disney should buy out the 33% stake in Hulu owned by Comcast Corp.’s

NBCUniversal. Hulu’s rapid growth makes the decision even harder.

‘It’s obviously a balancing act, but we believe that great content is going to drive our subs, and those subs then in scale will drive our profitability.’
— Bob Chapek, Disney CEO

Disney acquired a controlling stake in Hulu as part of its $72 billion purchase of most of 21st Century Fox’s entertainment assets in 2019. At the time, then-CEO Robert Iger struck a deal with Comcast that gives Disney the right, starting in January 2024, to buy out NBCUniversal’s stake in Hulu at fair market value, with a floor price of $27.5 billion.

But Hulu’s subscriber growth and Disney’s investments in the platform have made Hulu more valuable, likely raising the potential cost to buy out NBC’s stake, said Morgan Stanley analyst Benjamin Swinburne, although streaming businesses such as Netflix Inc. have lost value in recent months as investors question the viability of the streaming business model.

Owning 100% of Hulu would allow Disney to “truly integrate” the service into its suite of streaming offerings by making it a tile on the Disney+ app, rather than available only as its own stand-alone app, which would help reduce subscriber churn, Mr. Swinburne said.
While stand-alone Hulu subscriptions have risen as a proportion of total Disney streaming subscriptions, the Antenna data show, the share represented by Disney+ and Disney bundle sign-ups has fallen. The bundle represented 8% of gross subscriber additions in June, down from its peak of 15% in September 2021; stand-alone Disney+ subscriptions represented 34% of new sign-ups in June, down from a monthly peak of 56% in July 2020.

Some recent decisions by the company have allowed Disney to book more Disney+ subscribers using its other streaming platforms as a gateway. Late last year, for example, Disney rolled roughly 2 million Hulu Live subscribers into its streaming bundle as part of a price increase. Disney reported these converted subscriptions as new Disney+ customers in its first-quarter financial results this year, even though none of them had signed up for Disney+ of their own accord.

Some of these Hulu Live subscribers who gained Disney+ subscriptions, like Kevin Shimkus, a retired accountant from Pinehurst, N.C., who watches the nightly news and home-and-gardening reality shows with his wife, have no interest in Pixar animated movies, Star Wars content, or other Disney+ offerings. Mr. Shimkus, who represents the kind of general-entertainment viewer that Mr. Chapek has said he is eager to win over, canceled his subscription and opted for the lower-priced YouTube TV instead."

“I would never pay for a Disney+ subscription,” he says. “I just don’t see the value.”


I know it's been said, but Disney+ needs to merge with hulu or give access to shows that other countries have. Other countries have all the shows and movies no matter what the rating is, it just makes no sense why US is being limited.
 
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Disney Irish

Premium Member
I know it's been said, but Disney+ needs to merge with hulu or have give access to shows that other countries have. Other countries have all the shows and movies no matter what the rating is, it just makes no sense why US is being limited.
Agreed, my opinion is the only thing holding them back is that remaining 33% owned by Comcast. Once they can buy them out in 2024 everything gets merged.
 

DCBaker

Premium Member
"Starting today, the telco is offering Disney+ to prepaid wireless customers free for six months when they activate or upgrade to Prepaid Unlimited plans.

Verizon has already offered the six-months-free deal to customers on qualifying postpaid unlimited plans. Now it’s extending the promotional deal to subs on Prepaid Unlimited plans, which don’t require credit checks, deposits or annual contracts.

In addition, Verizon includes the three services in the Disney Bundle — Disney+, Hulu and ESPN+ — for no extra charge (a $13.99/month value) for customers with 5G Get More or 5G Play More plans.

What Verizon is paying Disney under the streaming distribution deal is not disclosed, but the telco has said that it is paying a wholesale per-subscriber fee. The latest expansion of the deal with Verizon could nudge up Disney+’s subscriber count through the back half of 2022. As of April 2, Disney+ globally had 137.7 million subscribers, up 33% year over year and a gain of 7.9 million in the first three months of the year.

The Disney+ free for six months deal for postpaid unlimited customers currently runs through Jan. 31, 2023. After the free promo period, Verizon will automatically switch the account to the regular price of $7.99/month. The deal is available only to new Disney+ subscribers."

 

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