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THE IMPACT OF STREAMING ON DISNEY’S BUSINESS
#WEEK 33 ∙ AUGUST 2020
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THE IMPACT OF STREAMING ON DISNEY’S BUSINESS #WEEK 33 ∙ AUGUST 2020
DISNEY REVENUES BY SEGMENT
DISNEY REVENUES Q3 2019 VS Q3 2020
Through fiscal Q3 2020
Revenue of the Walt Disney Company in Q3 2020 vs. 2019, by operating segment Q3 2019
$25B
Direct-to-Consumer and International
Q3 2020
$ 6.7b $ 6.6b
$ 6.6b
$20B $15B
$ 3.9b $ 4.0b
Studio Entertainment $10B
$ 3.8b
Media Networks
$1.7b
$5B
$1.0b Parks, Experiences and Consumer Products
$0B
2017
2018
2019
Media Networks
2020
Source: The Walt Disney Company
Parks, Experiences and Products
Direct-to-Consumer & International
Studio Entertainment
Source: The Walt Disney Company
DISNEY+ SUBSCRIBERS
+100 MILLION
Worldwide paid subscribers and availability of Disney+
According to the Disney Q3 2020 results, the company now has over 100 million directto-consumer subscribers. The service gained 3 million subscribers in July alone.
80m 70m
60.5m
60m 50m
DISNEY STREAMING SUBSCRIBERS BY SERVICE
40m 30m 20m
Disney’s 101.5 million direct-to-consumer customers by services.
10m 0m
Nov 2019
Dec
Jan 2020
Feb
Mar
Apr
May
Jun
Jul
Aug
60.5
8.5
SVOD
Live
32.1
3.4
Source: The Walt Disney Company
Source: The Walt Disney Company
+MARKETS
NETFLIX AND DISNEY STREAMING SUBSCRIBERS
Disney will be looking for another boost in the fall, when Disney+ will be launched in further European markets (September) and Latin America (November).
Another episode in the global streaming wars.
193M
DISNEY STREAMING SERVICES ARPU There has been rapid adoption of Direct-to-Consumer Services, but majority of subscribers are on discounted plans.
Due to the current environment, investments needed to expand Hulu internationally have been put on the back burner
$12.06
Hulu
0M
$ 5.63
20M
40M
35.5M 60M
80M
ESPN+
8.5M 100M
120M
140M
160M
180M
200M
Source: The Walt Disney Company
$ 4.24
CHECKED! SVOD
Source: The Walt Disney Company
Disney+
60.5M
It is remarkable that Disney has passed its 5-year subscriber goal for Disney+ in just eight months.