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

[Tony Perkis]

Now that Disney is passing the 10 billion dollar mark worldwide. I looked back and you were right, it wasn't in June I made my prediction it was on May 5 that I predicted Disney would break 12 billion for the year. The big thing to remember is Artimus Fowl was postponed after that, so of course without that movie my prediction would be under the 12 billion and close to 11.5. That is a much better prediction than most others and ahead of the curve as you put it.

Actually, this puts your predictive analysis more in question.

First, you said Disney would pass $12b.

Then, you downgraded them by $3b.

Then, when it was convenient, you updated after everyone else did as well.

It’s almost like you make things up as you go along.

 

[seascape]

Actually, this puts your predictive analysis more in question.

First, you said Disney would pass $12b.

Then, you downgraded them by $3b.

Then, when it was convenient, you updated after everyone else did as well.

It’s almost like you make things up as you go along.

I never ever lowered my prediction. I did make lots of posts criticizing CNBCS 9 billion prediction saying it was grossly low. Read my posts and stop accusing me of saying something I didn't.

 

[Cosmic Commando]

I still think this project will be resurrected on Disney+:

Jon Favreau Says Magic Kingdom Movie Still in Development

Jon Favreau says he's still developing his Magic Kingdom movie for Disney and that the film could be his followup to The Jungle Book.

screenrant.com

Now they can cut out the middle man, and just fold it into the Night at the Museum series.

 

[MisterPenguin]

Now they can cut out the middle man, and just fold it into the Night at the Museum series.

Disney's X* Comes to Life!


*toys, furniture (previously household servants), cars, video game characters, computer programs, museum exhibits, cartoon characters, hand puppets, animals

 

[seascape]

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.

I thought you might be interested in the Credit Suisse views. They are now predicting 20 million subscribers by the end of 2019. https://bgr.com/2019/12/09/disney-plus-app-20-million-subscribers-analyst-estimate/

 

[MisterPenguin]

Dan Tractenberg To Direct Native American Warrior Film âSkullsâ For Disney/Fox

According to Discussing Film, 10 Cloverfield Lane and The Boys director Dan Trachtenberg has signed on to direct Skulls..

thedisinsider.com

Dan can be Jon Snow's younger brother.

 

[MisterPenguin]

âPercy Jacksonâ Author Has Met With Disney, Looks Like A Disney+ Series Is On The Horizon

One of the properties that Disney acquired via the Fox merger that has fans itching for more content is the Percy Jackson franchise.

thedisinsider.com

 

[MisterPenguin]

Disney+ Reaches Astounding 22 Million App Downloads

Disney+ is continuing to be a massive success for the Walt Disney Company. Now new tracking reports it has been revealed.

thedisinsider.com

âThe Falcon And The Winter Soldierâ Adds âReef Breakâ Star Desmond Chiam And âThe Terrorâs Miki Ishikawa

The cast of Marvel Studios’ Disney+ series The Falcon and the Winter Soldier continues to take shape as Desmond Chiam and Miki Ishikawa have been added.

thedisinsider.com

Doctor Strange Rumored To Appear In âWandaVisionâ On Disney+

Marvel is putting together an intriguing series with WandaVision, and now Doctor Strange could possible make an appearance on the Disney+ original.

thedisinsider.com

Production Wraps On Disney+ âLove, Simonâ Series

Production has officially wrapped on season one of Love, Simon the series based on the film of the same coming to Disney+.

thedisinsider.com

'Diary of a Future President' Will Debut on Disney+ January 17

The Disney+ original series, Diary of a Future President, from I Can and I Will Productions and CBS Television Studios, will premiere on Friday, January 17.

thedisinsider.com

âSolo: A Star Wars Storyâ Co-Writer Jonathan Kasdan Completes âWillowâ Sequel Series Script For Disney+

In a recent interview with the LA Times, Lucasfilm president Kathleen Kennedy shared an update on the Willow series that Jonathan Kasdan is developing.

thedisinsider.com

 

[BrianLo]

It definitely feels a bit odd that they weren't able to spin up the Marvel output a little bit sooner. I definitely have no problem with the 4 series a year pace when they do come, but it's going to be a while.

Considering they had no issue getting a well produced Star Wars TV show ready for launch, I wonder what the hold up was.

 

[Animaniac93-98]

So they finished filming season 1 of Love, Simon, but we have to wait until the FALL to watch it? 9 or 10 months from now?

Yes, I know there's post-production work to be done, but we're talking about a teen dramedy, not an FX heavy space adventure.

This is on top of the long waits for Falcon and the Winter Soldier, Season 2 of Mandalorian etc.

It's disappointing to have such a slow roll out of original content when Disney wants your money on a monthly basis.

 

[WhatJaneSays]

It definitely feels a bit odd that they weren't able to spin up the Marvel output a little bit sooner. I definitely have no problem with the 4 series a year pace when they do come, but it's going to be a while.

Considering they had no issue getting a well produced Star Wars TV show ready for launch, I wonder what the hold up was.

The Mandalorian relies on a small cast with single (so far) use guest stars, combined with well used limited sets and the ability to have most of Lucasfilm's resources at their call. When your only lead doesn't need to even be on set most of the time with a co-star that's a puppet ... your schedule can move very fast. The show was designed from the ground up for speed.

Marvel unfortunately has to play by movie studio rules. Just trying to schedule 2 or 3 in demand actors to into a single 6-8 week filming window can be difficult. They're trying to do that for multiple series ... while potential competing with their own movie filming needs.

 

[brb1006]

Any news on when 101 Dalmatians Street will arrive on Disney+?

 

[Animaniac93-98]

Is Togo the live-action remake of Balto?

 

[MisterPenguin]

Disney Classics is Most-Viewed Content on Disney+ According to New Survey

Since Disney+ launched on November 12, the service has earned over 10 million subscribers. With popular original programming like The Mandalorian.

thedisinsider.com

 

[MisterPenguin]

We're almost at the point in which the entire U.S. economy is DisneyPlus-production-based.

EXCLUSIVE: Character Breakdowns and New Details on The Fairy Godmother Film âFrillsâ Coming to Disney+

Back in September we shared exclusive details on the fairy godmother film Frills coming to Disney+. Now, we have more to share on the project with you.

thedisinsider.com

 

[Darkprime]

Disney Plus Signed Up 24 Million U.S. Subscribers in November and Took Bite Out of Netflix, Analysts Estimate

Disney Plus signed up 24 million U.S. subscribers in November, and the strong debut is boosting Netflix cancellations, analysts estimated.

variety.com

Didn't netflix just recently say that they saw no impact from the launch? I guess that was bs. lol

 

[seascape]

Disney Plus Signed Up 24 Million U.S. Subscribers in November and Took Bite Out of Netflix, Analysts Estimate

Disney Plus signed up 24 million U.S. subscribers in November, and the strong debut is boosting Netflix cancellations, analysts estimated.

variety.com

Didn't netflix just recently say that they saw no impact from the launch? I guess that was bs. lol

I love it. I was criticized for predicting Disney Plus would blow away their absurdly low estimates. My prediction was they would beat their estimates for 2024 by the end of 2021. If that estimate is correct Disney Plus will end 2019 with over 25 million North American customers and that is not counting New Zealand and Australia. Once they roll out in Europe and Asia they will add millions more. I wonder if Tony will admit my conservative prediction was reasonable.

 

[Tony Perkis]

Disney Plus Signed Up 24 Million U.S. Subscribers in November and Took Bite Out of Netflix, Analysts Estimate

Disney Plus signed up 24 million U.S. subscribers in November, and the strong debut is boosting Netflix cancellations, analysts estimated.

variety.com

Didn't netflix just recently say that they saw no impact from the launch? I guess that was bs. lol

Or, and hear me out on this, additional time has passed (about a month) since the previous estimates, and which created a new impact on rivals.

 

[Tony Perkis]

I thought you might be interested in the Credit Suisse views. They are now predicting 20 million subscribers by the end of 2019. https://bgr.com/2019/12/09/disney-plus-app-20-million-subscribers-analyst-estimate/

Cool.

I still think your method of prediction analysis is highly flawed and relies on enthusiasm, and not models and any understanding of trajectories.

 

[Tony Perkis]

I love it. I was criticized for predicting Disney Plus would blow away their absurdly low estimates. My prediction was they would beat their estimates for 2024 by the end of 2021. If that estimate is correct Disney Plus will end 2019 with over 25 million North American customers and that is not counting New Zealand and Australia. Once they roll out in Europe and Asia they will add millions more. I wonder if Tony will admit my conservative prediction was reasonable.

Why would I admit something when it hasn’t happened? Additionally, your logic has many additional factors that’s need be analyzed further.

“About one-third (34%) of Disney Plus’ U.S. customers — or 8 million as of the end of November — are on one-year-free offer from Verizon for certain customers, while the remaining 66% are on paid plans, Cowen’s analysts estimated. It’s possible Disney Plus could see a tsunami of churn once the Verizon freebie deals roll off in late 2020. In addition, the Cowen survey data indicated there were about 19.4 million consumers who subscribe to both Netflix and Disney Plus, implying an 80% overlap between the services.”

Disney Plus Signed Up 24 Million U.S. Subscribers in November and Took Bite Out of Netflix, Analysts Estimate

Disney Plus signed up 24 million U.S. subscribers in November, and the strong debut is boosting Netflix cancellations, analysts estimated.

www.google.com

When will you admit your prediction that Netflix would drop to third in the streaming wars was unreasonable?