Disney’s Q2 FY22 Earnings Results Webcast

[CaptainAmerica]

Streaming services aren't very popular in Russia though. Prior to Netflix suspending operations there they had 700,000 subscribers. In a country of 155 million.

My guess is they'll do big multimillion dollar licensing deals with (privately-owned-and-not-sanctioned-by-US) broadcasters to get Disney+ stuff there.

I think the writing is on the wall. Disney Channel (and Freeform and XD and Junior) feel pretty doomed, globally.

 

[MisterPenguin]

Quarterly Gains in Millions:

D+... from 130 to 137
Hulu.. from 45 to 46
ESPN.. from 196 to 205

Total: 196 to 205

For comparison:

Netflix: 222
Amazon: 190
HBOmax: 77
Paramount 62
Peacock 28
Starz 20

 

[MisterPenguin]

That was Moon Knight.

And this is: Nobody Like U from Turning Red

 

[Doberge]

Great for them to see a subscriber increase. On the surface people will directly compare Disney+ increase to Netflix decrease, but I think it really shows how price elastic streaming services are. Disney obviously bet on this with a low starting subscription cost that it's not increased since launching almost 3 years ago. A good way to maybe shield themselves is to increase the price during an economic turndown and then blame the economy for inevitable lost subscribers.

 

[brb1006]

I think the writing is on the wall. Disney Channel (and Freeform and XD and Junior) feel pretty doomed, globally.

I feel sorry for international fans of Amphibia, The Owl House, and The Ghost and Molly Mcgee who have to wait until both shows finishes airing before hitting Disney+ in those countries.

 

[Trauma]

Quarterly Gains in Millions:

D+... from 130 to 137
Hulu.. from 45 to 46
ESPN.. from 196 to 205

Total: 196 to 205

For comparison:

Netflix: 222
Amazon: 190
HBOmax: 77
Paramount 62
Peacock 28
Starz 20

With D+ it’s not how many they gain it’s where they live.

 

[MisterPenguin]

Domestic parks only had a net income of $1.4B. Hope they can recover!!!

 

[brb1006]

And it's live.

 

[MisterPenguin]

With D+ it’s not how many they gain it’s where they live.

Average Monthly ARPU in international markets were all up.

 

[Brian]

Quick! Throw out your best guesses for today's dumb commentary from Christine McCarthy!

 

[Trauma]

Average Monthly ARPU in international markets were all up.

That doesn’t mean it’s comparable to domestic.

 

[DCBaker]

Bob on the Starcruiser -

Guest ratings for this immersive experience, which opened March 1st, are incredibly high, and in line with our best-in-class offerings. Demand is strong, and we expect 100% utilization through the end of Q3.

 

[MisterPenguin]

"Guardians of the Galaxy...

...

... Cosmic Rewind"

 

[doctornick]

Great for them to see a subscriber increase. On the surface people will directly compare Disney+ increase to Netflix decrease, but I think it really shows how price elastic streaming services are. Disney obviously bet on this with a low starting subscription cost that it's not increased since launching almost 3 years ago. A good way to maybe shield themselves is to increase the price during an economic turndown and then blame the economy for inevitable lost subscribers.

They increased it at least once IIRC but it is still pretty cheap compared to other services.

 

[MisterPenguin]

That doesn’t mean it’s comparable to domestic.

It will never be. Disney has acknowledged as such. That's not news at all.

 

[CaptainAmerica]

When do the D23 three year subs expire?

 

[Doberge]

Quick! Throw out your best guesses for today's dumb commentary from Christine McCarthy!

"This summer we're raising the indoor air conditioning temps two degrees and expect to see clothing sales increase 10% from sweaty purchasers all while we save 5% on energy costs. People will thank us for the opportunity to buy merchandise in their social media photos." /s

 

[MisterPenguin]

They increased it at least once IIRC but it is still pretty cheap compared to other services.

There about 2 dozen new countries that D+ will open in this Summer.

Also, Disney will offer an ad-supported tier.

 

[DCBaker]

When do the D23 three year subs expire?

November.

 

[CaptainAmerica]

November.

Wonder if they'll have the ad supported tier up and running by then.