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

MisterPenguin

President of Animal Kingdom
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Original Poster
All hail the bundle!!!!







 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster




 

Disney Irish

Premium Member

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster



 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster


 

Disney Analyst

Well-Known Member
Very interesting article / interview.

Much has been written about YouTube’s dominance of Americans’ digital screen time, but if you combine streaming with broadcast and cable viewership on TV sets, Nielsen says Disney has snagged a bigger share of viewing than any other conglomerate, including YouTube, every month since September. And in November alone, Disney properties accounted for 11.1% of all TV viewing in the U.S. as measured by Nielsen, beating not only YouTube (10.8%) and significantly in front of Netflix (7.7%). Huge audiences for sports programming on linear networks ESPN and ABC, as well as news coverage from ABC, help put Disney ahead of its rivals. But 43 percent of Disney’s viewership came from streaming, Nielsen says, and that number will continue to increase.

In a research report released last week, Wall Street analyst Robert Fishman of MoffettNathanson wrote that after several turbulent years marked by “management changes, proxy fights [and] euphoria- turned-skepticism” over streaming, Disney’s plan to remake itself as a streaming power “is finally moving from the realm of fantasy to tangible.” More importantly, “We believe Disney is on the road towards meaningful [streaming] profitability,” Fishman added. “It has taken years to build this business, and it will take yet another few years before returns become anything more meaningful, but the promised land is finally in sight.”


 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster


 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster





 

DCBaker

Premium Member
Disney says it has an estimated 157 million global monthly active users on its ad-supported tiers:

January 8, 2025 (Burbank, Calif) – Disney Advertising, a subsidiary of The Walt Disney Company (NYSE: DIS), is sharing its estimated global and domestic (U.S. and Canada) ad-supported MAU numbers, cumulative across its streaming portfolio, and its detailed calculation methodology.

At the 5th annual Tech and Data Showcase at the Consumer Electronics Show (CES) today, President of Global Advertising, Rita Ferro, is sharing that the company’s ad-supported monthly active users have reached an estimated 157 million globally, including 112 million domestically, on average per month over the last six months.

“Disney sits at the intersection of world class sports and entertainment content, with the most high-value audiences in ad-supported global streaming at scale,” said Rita Ferro, President of Global Advertising. “We wanted to be the first to offer our industry greater transparency into the methodology used to estimate our engaged global ad-supported monthly active users.”

Additional details include:
  • Unlike linear advertising, there is no industry standard methodology for measuring global streaming advertising audience size.
  • Disney Advertising set out to define a globally consistent approach and methodology to estimate ad-supported audience numbers.
  • The ad-supported MAU numbers are derived from active accounts across Disney’s streaming ecosystem (Disney+, Hulu, ESPN+)* who have viewed ad-supported content continuously for more than 10 seconds.
  • Each active account is then multiplied by the number of estimated users per account (global average is 2.6 and it varies by application and region) to estimate the total number of users.
  • Multipliers are determined by first-party survey data representing subscribers in regions with an advertising tier.** This survey includes more than 13,000 individuals ages 18-64.
  • As an advertising industry leader focused on proving the power of our data, this is another step that delivers intentional and impactful results for brands – in a uniquely Disney way.
*Estimated active users are added across applications without de-duplication
**Does not include Hotstar subscribers


Full release below:
 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster


 

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster

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