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Disney's Streaming Services: Disney+ (and Hulu, ESPN+, Star, & hotstar)
- Thread starter MisterPenguin
- Start date
Wendy Pleakley
Well-Known Member
Is Disney really losing money on Disney+? They have 118 million subscribers. That's a billion dollars a month.
The only major release this month is Boba Fett, which costs a reported $14 million per episode.
CaptainAmerica
Premium Member
Disney's ARPU (average revenue per user) is about $4 per month. Disney+ in Argentina and India doesn't cost what it costs here.
If they weren't losing money on D+, they'd be in big trouble with Federal agencies for filing false financials.
The ARPU for all those subscribers is only around $3-4 (don't have time to look it up) globally because it's much cheaper in other parts of the world, especially India, where the average person has a lot less income compared to Americans. The heavy discounts and initial deals upon sign-up lowers the ARPU in order to saturate the market.
Disney is not only making content for the English speaking world, they're committed to original programming in all the local-language markets that they've entered. That's hundreds of millions spent on content for each market. They're basically running several dozen streaming services. Unlike Netflix, which basically does the same but 'airs' them on Netflix, we don't see all those new international shows on D+ in America, with the exception currently of Indian Hotstar content now on Hulu, and that one Latin American series they dropped into D+ last month.
Speaking of Hulu, D+ includes Hulu's library as Star outside the U.S. And so, the cost of Hulu's libraries and new shows are wrapped up with D+Star.
Then there's billions sunk into the infrastructure of servers to manage all the content. The administration of over 100 million accounts. The management of its library as it goes through and scrubs old content from Disney and Fox. Advertising. And so on...
DisneyFan32
Well-Known Member
- In the Parks
- Yes
Fort Monmouth Mega Parcel, eyed by Netflix, bid date pushed back
Approximately 80% of Fort Monmouth's 1,126 acres are either sold, under contract, in negotiations or in the request for proposals process.
www.app.com
How long Netflix will getting finalized bids for the land?
"Disney+ is developing a series based on the 2011 movie that starred Hugh Jackman, Evangeline Lilly and Anthony Mackie.
The film, directed by Levy, followed an-boxer and father, played by Jackman, and son, played by Dakota Goyo, as they reconcile years of distance and discover an obsolete junkyard sparring robot who just might be more than it seems.
The series comes from Disney Branded Television and is produced by 20th Television in association with Levy’s 21 Laps, for its sister streamer.
The platform is currently searching for a writer for the series, which is exec produced by Levy, Robert Zemeckis, Jack Rapke, Jacqueline Levine, Susan Montford and Don Murphy."
deadline.com
The film, directed by Levy, followed an-boxer and father, played by Jackman, and son, played by Dakota Goyo, as they reconcile years of distance and discover an obsolete junkyard sparring robot who just might be more than it seems.
The series comes from Disney Branded Television and is produced by 20th Television in association with Levy’s 21 Laps, for its sister streamer.
The platform is currently searching for a writer for the series, which is exec produced by Levy, Robert Zemeckis, Jack Rapke, Jacqueline Levine, Susan Montford and Don Murphy."
‘Real Steel’ Series Adaptation In The Works At Disney+ From Shawn Levy
Shawn Levy is continuing the Real Steel story.
deadline.com
Disney Irish
Premium Member
Sequel would have been nice, this is a good alternative."Disney+ is developing a series based on the 2011 movie that starred Hugh Jackman, Evangeline Lilly and Anthony Mackie.
The film, directed by Levy, followed an-boxer and father, played by Jackman, and son, played by Dakota Goyo, as they reconcile years of distance and discover an obsolete junkyard sparring robot who just might be more than it seems.
The series comes from Disney Branded Television and is produced by 20th Television in association with Levy’s 21 Laps, for its sister streamer.
The platform is currently searching for a writer for the series, which is exec produced by Levy, Robert Zemeckis, Jack Rapke, Jacqueline Levine, Susan Montford and Don Murphy."
‘Real Steel’ Series Adaptation In The Works At Disney+ From Shawn Levy
Shawn Levy is continuing the Real Steel story.
NateD1226
Well-Known Member
Production begins in March
deadline.com
Expect more announcements like this throughout today because Disney is having their Winter TCA conference.
Tim Allen To Headline ‘The Santa Clause’ Sequel Series For Disney+ From ‘Last Man Standing’ Team
Tim Allen is returning to Disney -- and to the North Pole -- in a 'Santa Clause' sequel series for streamer Disney+.
deadline.com
Expect more announcements like this throughout today because Disney is having their Winter TCA conference.
DisneyFan32
Well-Known Member
- In the Parks
- Yes
Sweet! I love all three Santa Clause films. Also:Production begins in March
Tim Allen To Headline ‘The Santa Clause’ Sequel Series For Disney+ From ‘Last Man Standing’ Team
Tim Allen is returning to Disney -- and to the North Pole -- in a 'Santa Clause' sequel series for streamer Disney+.
Expect more announcements like this throughout today because Disney is having their Winter TCA conference.
The Proud Family: Louder and Prouder will coming to Disney+ on February 23rd.
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Disney Loses 'Legacy of Orïsha' Series to Paramount Pictures
Disney has lost the film rights to Tomi Adeyemi's Children of Blood and Bone to Paramount Pictures. See why here!
thedisinsider.com
Disney+ Earth Day Plans Unveiled, Three New Movies And Specials On Tap – TCA
Disney+ Earth Day Plans Unveiled, Three New Movies And Specials On Tap - TCA
deadline.com
Elizabeth Swann
Premium Member
- In the Parks
- No
LovePop
Well-Known Member
The 118 million subscribers don't all pay $8 a month. The ones in India, for example, pay much less. "Disney said its average revenue from Disney+ subscribers is $4.52 per month," according to Fortune, Nov 13, 2020.
Generally, Disney's streaming unit loses $600 million a quarter, or over 2 billion last year, which is more than the year before, which lost $400 million a quarter, according to the New York times, Nov 10, 2021:
"A variety of costs (content production, marketing, technology infrastructure) contributed to losses of roughly $600 million for Disney’s streaming unit; losses totaled $400 million in the same quarter a year ago. Disney’s chief financial officer, Christine M. McCarthy, told analysts on Wednesday that Disney+ losses would peak in 2022 — instead of 2021 — because of pandemic-related disruptions to the service’s content pipeline."
The reason losses will peak this year is because Disney is increasing its spending: $33 billion this year, which is 8 billion more than last year's spending of 25 billion, on Disney+, Hulu and ESPN+, according to the Hollywood Reporter.
Personally, I think Disney going into streaming is a huge mistake made by Iger, and Disney+ will never make any money. Now Chapek is forced to throw more good money after bad. If the subscription numbers continue to fail expectations this year, Chapek will have no choice but to give it up by next year, just like the NBA experience.
Nearly 50% of new Disney+ customers are in India and Indonesia—and they pay far less than U.S. users
The price difference illustrates Disney's challenge in taking its streaming platform to more countries.
Disney+ subscriber growth slowed notably in latest quarter, putting pressure on the company.
Disney is beginning a new marketing blitz to promote its all-important streaming service.
Disney Plans to Spend $33B on Content Next Year
Disney says it will spend $8B more on content in 2022 than 2021, mostly on shows and movies for its streaming platforms.
www.hollywoodreporter.com
doctornick
Well-Known Member
But a huge amount of the expense at this point is infrastructure- rolling out streaming is a large number of countries isn’t cheap. That cost will come down substantially in the future and the main expense going forward will be programming costs which can be managed more closely (plus there is an economy of scale with producing content since you can show it everywhere).
The biggest question to me is whether Disney can produce enough general interest programming to hook folks as a “regular” streamer like Netflix for those people who aren’t already engaged with existing brands of Disney/Pixar, Marvel or Star Wars. I think there’s a ceiling of subscribers that they can get if they stick to existing brands.
Still I like Disney’s prospects a lot more than other streams who have less of a hook of well established and beloved brands.
The biggest question to me is whether Disney can produce enough general interest programming to hook folks as a “regular” streamer like Netflix for those people who aren’t already engaged with existing brands of Disney/Pixar, Marvel or Star Wars. I think there’s a ceiling of subscribers that they can get if they stick to existing brands.
Still I like Disney’s prospects a lot more than other streams who have less of a hook of well established and beloved brands.
Animaniac93-98
Well-Known Member
They need this, which is why they have Star.
But they need the equivalent of Star in the USA and more brand awareness. I bet many people hear "Disney+" and just think of "Disney".
doctornick
Well-Known Member
They have it in the US, it’s called Hulu and I think it’s reasonably well known.
The biggest barrier I think regarding integrating Hulu like they have done with Star is that Hulu has a live TV option so it’s also a competitor with Sling, YouTubeTV, etc.
The Bundle!!
BrianLo
Well-Known Member
I have no concerns with inevitable profitability. D+ is still in a growth phase and severely underpriced. Netflix did the same and now profitability is taking off as the subscription price has gone up.
I think there was a real concern Disney would wind up being a niche offering, but they are and have quickly become the number two by a wide margin.
Especially as we are increasingly getting the Hulu spillover as rights increasingly fall to Disney - I’m finding D+ is actually a superior product to Netflix in Canada. At least here year two was an extreme improvement.
I think there was a real concern Disney would wind up being a niche offering, but they are and have quickly become the number two by a wide margin.
Especially as we are increasingly getting the Hulu spillover as rights increasingly fall to Disney - I’m finding D+ is actually a superior product to Netflix in Canada. At least here year two was an extreme improvement.
Shame it's a one-off special and not a series.