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

Tony Perkis

Tony Perkis

Well-Known Member
MisterPenguin said:
We don't have any info on retention for anyone whether they got the 3 year deal, the one year deal, or paying monthly, or having Verizon pay for them. All we really got is current subs regardless of source or package.

It seems current subs exceeded expectations. Now, does that translate into future exceptional subs? We'll see.

Disney's own future expectations is that there will be enough to make it profitable. Verizon's expectations is that it's such a desirable product that they'll pay for it and bundle it with their product for their customers in order to retain them.
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Nobody is doubting the launch numbers were outstanding, but there is still nothing reasonable to assume beating Disney’s own internal 5 year outlook by 3 years is realistic, let alone conservative.

That assumes that the launch totals are a sustainable growth expectation, which it almost assuredly is not.

That’s cheerleading, not analysis.
 
S

seascape

Well-Known Member
Tony Perkis said:
Yes, they are still unreasonable, and they ignore 2 big factors because just focusing on the big 10 million subscriber count is a sexier notion.

1) The Verizon free for a year deal was huge. Nobody knows retention on this yet.

2) We have no statistics of retention based on people who signed up for the free seven day trial.

Yes, your “conservative” estimated are still unbelievable, and supported by fiction and cheerleading.
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I guess the numbers everyone is reporting today are made up and imaginary. Time will tell and prove I was right just like I was in June when I posted that the 9 billion worldwide box office number was grossly underestimated and that Disney would top 11 billion. They are currently over 9.3 billion.
 
Tony Perkis

Tony Perkis

Well-Known Member
seascape said:
I guess the numbers everyone is reporting today are made up and imaginary. Time will tell and prove I was right just like I was in June when I posted that the 9 billion worldwide box office number was grossly underestimated and that Disney would top 11 billion. They are currently over 9.3 billion.
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This is incorrect.

I scoured the box office thread to see where and when you said this, and the results are, well, let’s just say not as you advertised them.

You made no such comment about Disney crossing $11 billion in June. Before researching, I assumed you at some point linked and responded to the following CNBC article in which an analyst was predicting $9 billion, from early June, but alas, nothing.

www.google.com

Disney on pace to earn a record $9 billion at the global box office in 2019

Disney has a shot at the impossible in 2019 — earning more than $9 billion at the global box office.
www.google.com www.google.com

“Disney could earn more than $9 billion at the global box office.”

However, in late July you made that “bold” prediction. Dated July 28:

Disney announced they broke the worldwide record with 7.67 billion. The question that remains is how high will they go. I start my estimate with the realistical estimate that Frozen 2 and Star Wars will do at least 2 billion by December 31. That brings the total to 9.67. Add to that 700 million from Malisifant and 500 million more from Lion King' Aladdin and Toy Story and they total 10.87. That is my minimum estimate. The question is can they get more and if so how much. Getting to 11 billion would only need 130 million more. That is very possible. As for reaching 12 billion, it is unlikely but still possible. To reach it they would need to reach 9 billion before Malisifant comes out. That is 1.33 billion more. Then Malisifant will need to do better that expected. The first one did 750 million. For the life of me I can't figure out why anyone would still be talking about 9 billion. That would be a disaster. I really expect between 11 billion and 12 billion.
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By late July/early August, this was already a popular sentiment:

www.google.com

In a surprising reversal, 2019's box office may be poised to top 2018 record

Despite a slow start, the 2019 box office is showing signs of strength and could top 2018's ticket sale record by year-end.
www.google.com www.google.com

“Analysts are constantly recalculating their forecasts for the box office, but slowly, those new expectations are suggesting that 2019 could surpass the $11.9 billion earned in 2018 domestically.”

Your predictions have largely been in line with that of other analysts given the time they were made, minus the expected variance and margin for error. You haven’t really been ahead of the curve, so please don’t misrepresent yourself and your words to justify a ludicrous prediction that you labeled as “conservative”.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster
According to Apptopia, which tracks *app usage on mobile devices* (and therefore, not smart TVs, streaming devices like Roku, or web browser viewing) in the first 13 days...

The mobile app had 15.5M downloads.​
​
$5M in through-app purchases (IOW, signing up through the app). It should be noted this is after many people first used a week free trial or got the service free through Verizon.​
​
No noticeable dent in rival streaming apps.​
​
But, a noticeable increase in Hulu and ESPN as people got the package deals. Daily downloads of Hulu were up 55%, ESPN+ by 50%, and Roku by 28%.​
​
D+ app usage has been averaging 25.6M sessions daily.​
 
Animaniac93-98

Animaniac93-98

Well-Known Member
So what's the big series or thing Disney+ will add in January to keep its member numbers up?

I just looked at a bunch of the planned series and the earliest I'm seeing for any is "late 2020" for Falcon and the Winter Soldier.

Mandalorian ends December 27th. HSM series January 10th. Imagineering Story only has 2 episodes left.

They need something. Maybe Frozen 2 in late January after the kids are back in school? [EDIT: see now that won't happen still summer]
 
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DiscoveryTank

DiscoveryTank

New Member
I’m not sure if anyone has said anything about this but Baby Yoda was spotted on set for The Mandalorian Season 2, by Rian Johnson.
Or so he claims. If they are making another season for HSMtMtS then they would for this show.
Also has anyone heard any rumblings about a Knights of Ren series on Disney+?
I have
 
D

doctornick

Well-Known Member
Animaniac93-98 said:
So what's the big series or thing Disney+ will add in January to keep its member numbers up?

I just looked at a bunch of the planned series and the earliest I'm seeing for any is "late 2020" for Falcon and the Winter Soldier.

Mandalorian ends December 27th. HSM series January 10th. Imagineering Story only has 2 episodes left.

They need something. Maybe Frozen 2 in late January after the kids are back in school? [EDIT: see now that won't happen still summer]
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I'm assuming some new movies will show up. I don't think Aladdin or The Lion King live action are up yet for example.

But I tend to agree about getting new original programming. The launch stuff was good but they really need to add a lot more to get some hype and drive additional subscriptions. I'm actually prettty shocked that they don't have some Marvel content ready to go - when they announced the bunch of shows for Marvel, I assumed some would be at launch or soon thereafter but Fall 2020 is a big gap. In particular, I was under the impression that What If? was going to be an early release.

It looks like Diary of a Female President and the 7th season of The Clone Wars are going to be the early 2020 releases. I don't think they've done a release date for Monsters At Work but maybe that will be soon.

I wonder if we'll see some more "vault" stuff released like additional Wonderful World of Disney stuff.
 
Animaniac93-98

Animaniac93-98

Well-Known Member
doctornick said:
I'm assuming some new movies will show up. I don't think Aladdin or The Lion King live action are up yet for example.
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Based on the "7 months after release" timeline Aladdin, Lion King and Toy Story 4 should be uploaded by February.

The Aladdin TV series is also missing from Disney+ despite the wealth of Disney Afternoon content ready for launch day.

doctornick said:
It looks like Diary of a Female President and the 7th season of The Clone Wars are going to be the early 2020 releases. I don't think they've done a release date for Monsters At Work but maybe that will be soon.
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Forgot about Monsters At Work, hopefully that's more than just 3 min episodes like Forky Asks a Question.

The Love, Simon TV series began filming in August, one would think that's not too far away either.

doctornick said:
I wonder if we'll see some more "vault" stuff released like additional Wonderful World of Disney stuff.
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This is what I want the most, but it's not a big driver for subscriptions unfortunately.
 
Slpy3270

Slpy3270

Well-Known Member
This is remarkable.

Garfield: A Tale of Two Kitties and Never Been Kissed, both of which were launch titles on Disney+, have both been removed from the US platform as of earlier today (some reports on Twitter suggest one or both films are still on Disney+'s international platform, and if you downloaded both titles before removal then they're still playable on the app). This goes against Disney's claims that once a Disney-produced/owned film is added on there, it will never leave.

Absolutely no explanation as to why they were removed. Were they outright lying about the "it'll never leave" stipulation? Or did something come up that was beyond their control (like a clause with Fox's HBO contract)?
 
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D

Darkprime

Well-Known Member
Slpy3270 said:
This is remarkable.

Garfield: A Tale of Two Kitties and Never Been Kissed, both of which were launch titles on Disney+, have both been removed from the US platform as of earlier today (some reports on Twitter suggest one or both films are still on Disney+'s international platform, and if you downloaded both titles before removal then they're still playable on the app). This goes against Disney's claims that once a Disney-produced/owned film is added on there, it will never leave.

Absolutely no explanation as to why they were removed. Were they outright lying about the "it'll never leave" stipulation? Or did something come up that was beyond their control (like a clause with Fox's HBO contract)?
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It's not exactly a movie of any real significance. either way it's like either a technical glitch or yea they found out last minute it's part of the HBO deal. There are reportedly 200 or so films part of said deal maybe it was an obscure one they didnt notice or maybe Disney thought HBO wouldn't notice I kind of think its a mix of not knowing and not caring I wouldn't put it passed Disney to try and play stupid here.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster
Slpy3270 said:
This is remarkable.

Garfield: A Tale of Two Kitties and Never Been Kissed, both of which were launch titles on Disney+, have both been removed from the US platform as of earlier today (some reports on Twitter suggest one or both films are still on Disney+'s international platform, and if you downloaded both titles before removal then they're still playable on the app). This goes against Disney's claims that once a Disney-produced/owned film is added on there, it will never leave.

Absolutely no explanation as to why they were removed. Were they outright lying about the "it'll never leave" stipulation? Or did something come up that was beyond their control (like a clause with Fox's HBO contract)?
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Slpy3270 said:
Another title has been inexplicably removed without explanation.
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That episode of Dr. Pol is missing from Amazon's episodes to purchase and yet is on Dish. So, I'm thinking that Disney didn't have the rights to begin with to put it on their service.

Tale of Two Kitties and Never Been Kissed are probably in the same situation as Fox properties whose rights haven't been cleared and shouldn't have been on D+ to begin with.
 
MisterPenguin

MisterPenguin

President of Animal Kingdom
Premium Member
Original Poster
Animaniac93-98 said:
So what's the big series or thing Disney+ will add in January to keep its member numbers up?

I just looked at a bunch of the planned series and the earliest I'm seeing for any is "late 2020" for Falcon and the Winter Soldier.

Mandalorian ends December 27th. HSM series January 10th. Imagineering Story only has 2 episodes left.

They need something. Maybe Frozen 2 in late January after the kids are back in school? [EDIT: see now that won't happen still summer]
Click to expand...

List of Theatrical Films still to come to D+...

https://www.finder.com/disney-plus-movie-tv-release-schedule


List of Made-for-D+ Films for D+...

https://en.wikipedia.org/wiki/List_of_original_films_distributed_by_Disney+


List of TV Series for D+...

https://en.wikipedia.org/wiki/List_of_original_programs_distributed_by_Disney+
 
Slpy3270

Slpy3270

Well-Known Member
MisterPenguin said:
Tale of Two Kitties and Never Been Kissed are probably in the same situation as Fox properties whose rights haven't been cleared and shouldn't have been on D+ to begin with.
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If they weren't cleared then a) how did they get on the service, and b) why did it take nearly a month for them to find out?

I'm guessing since both films probably were cleared internationally Disney thought they could stream it in the US as well, but alas.
 

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