Disney+ Nears 5-Year Streaming Goal in First Eight Months with 57.5M Subscribers

deadline.com

6 pointsadrian_mrd3 comments

Disney streaming strategy is to use several streaming services. Each of them priced lower than Netflix (193 million global subscribers). When you combine few of them the price per household is higher.

Disney+ (57.5 million),

Hulu (35.5 million),

ESPN+ (8.5 million),

Hotstar (8 million paid 300 million active users)

Almost all Netflix competitors (Disney, Amazon, HBO Max, Peacock, Apple ... ) will have other sources of revenue besides streaming so they can afford to keep loosing money to gain market share. Netflix can't cut prices too much.

Even as a parent I greatly underestimated how well Disney+ would do. I assumed that most parents already had an existing streaming solution figured out.

I'd be curious to how many people are signing up for an additional service vs replacing them

It did also happen when lots of schools closed and lots of families are stuck at home with anxious+energetic kids.

I'm curious to see how the streaming wars will unfold after the ISPs and cell phone providers start rolling back their pandemic assistance for their customers and how much evictions/foreclosures and bankruptcies affect the subscription rates.

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