Disney+ signed up 10,000,000 new customers yesterday ($6.99 per month or more).
The huge number of subscribers surprised Disney and stock analysts alike (20-30% more than expected).
It was not reported how many of the Disney+ subscriptions also included ESPN+ (additional charge).

Who said the mouse was dead?

"Disney Plus, a new ad-free streaming service created by the Walt Disney Company, became available on November 12 and immediately attracted 10 million subscribers on its first day. Analysts predict there will be 18 million customers by the end of 2020."

https://www.businessinsider.com/disney-plus-price

(11-14-2019 03:03 PM)XLance Wrote:  Disney+ signed up 10,000,000 new customers yesterday ($6.99 per month or more).
The huge number of subscribers surprised Disney and stock analysts alike (20-30% more than expected).
It was not reported how many of the Disney+ subscriptions also included ESPN+ (additional charge).

Who said the mouse was dead?

"Disney Plus, a new ad-free streaming service created by the Walt Disney Company, became available on November 12 and immediately attracted 10 million subscribers on its first day. Analysts predict there will be 18 million customers by the end of 2020."

https://www.businessinsider.com/disney-plus-price

if they got 10 million on day 1, the 18 million number seems pretty conservative.

(11-14-2019 03:06 PM)stever20 Wrote:  

(11-14-2019 03:03 PM)XLance Wrote:  Disney+ signed up 10,000,000 new customers yesterday ($6.99 per month or more).
The huge number of subscribers surprised Disney and stock analysts alike (20-30% more than expected).
It was not reported how many of the Disney+ subscriptions also included ESPN+ (additional charge).

Who said the mouse was dead?

"Disney Plus, a new ad-free streaming service created by the Walt Disney Company, became available on November 12 and immediately attracted 10 million subscribers on its first day. Analysts predict there will be 18 million customers by the end of 2020."

https://www.businessinsider.com/disney-plus-price

if they got 10 million on day 1, the 18 million number seems pretty conservative.

Nah it makes sense. The launch date was very well advertised and all the people who were going to get it no matter what signed up on the initial day (as opposed to a netflix that needed to build up its base over time). The next 8 million or so are going to be the not so diehards who have started to see news from their friends about it.

That new Star Wars series release probably helped.

Good numbers but will it hold? How many times are you going to watch the same Disney movies and shows? We’ll see if people drop off when they see the content available.
Also, if people are satisfied with Disney+ will they cut cable which is still Disney’s cash cow? Many probably have held off cutting cable because of the Disney channel.

(11-14-2019 03:31 PM)MWC Tex Wrote:  Good numbers but will it hold? How many times are you going to watch the same Disney movies and shows? We’ll see if people drop off when they see the content available.
Also, if people are satisfied with Disney+ will they cut cable which is still Disney’s cash cow? Many probably have held off cutting cable because of the Disney channel.

given that they have the rights to Spiderman, FF and X-Men back they pretty much have the entire Marvel catalog at their disposal, as well as the FOX affiliates for expansion of ESPN/ABC outreach for sports (they could potentially air games exclusively on Disney+), 20th Century FOX movie catalog (including ongoing ones like Avatar, Alien, Predator, Ice Age, Die Hard, Kingsman, Planet of the Apes, Alita Battle Angel), LucasFilm catalog (Star Wars and Indiana Jones), Touchtone Pictures, Pixar and Disney Animation, History Channel, Lifetime... they're not going to run out of stuff for people of all ages, interests, etc to consume.

Eventually it will get to the point where either one streaming service "wins" or there's a churn between people who jump from one streamer to another and back again.

Good first day for Disney. Anyone who got the bundle with Disney+ and Hulu (and ESPN+) will never run out of things to watch. But they have a long way to go to catch Netflix who has 60 million US subscribers.

Verizon gave it away for free to wireless customers for a year

That helps a lot


Sent from my iPhone using Tapatalk

(11-14-2019 04:04 PM)AntiG Wrote:  

(11-14-2019 03:31 PM)MWC Tex Wrote:  Good numbers but will it hold? How many times are you going to watch the same Disney movies and shows? We’ll see if people drop off when they see the content available.
Also, if people are satisfied with Disney+ will they cut cable which is still Disney’s cash cow? Many probably have held off cutting cable because of the Disney channel.

given that they have the rights to Spiderman, FF and X-Men back they pretty much have the entire Marvel catalog at their disposal, as well as the FOX affiliates for expansion of ESPN/ABC outreach for sports (they could potentially air games exclusively on Disney+), 20th Century FOX movie catalog (including ongoing ones like Avatar, Alien, Predator, Ice Age, Die Hard, Kingsman, Planet of the Apes, Alita Battle Angel), LucasFilm catalog (Star Wars and Indiana Jones), Touchtone Pictures, Pixar and Disney Animation, History Channel, Lifetime... they're not going to run out of stuff for people of all ages, interests, etc to consume.

I doubt they put all of that on the platform. That will basically do big damage to their cable channels.

I guess I count as a new subscriber - I have been subscribed to Hulu and ESPN+ for the past year, but took advantage of the $12.99 bundle to add Disney+.

Only thing I have watched so far on D+ is the Star Wars "Maldarian" episode. I liked it. But I don't generally re-watch movies so even though I am a huge fan of the various Pixar and Marvel films I doubt I will watch them.

Still subscribed to Netflix too, btw.

(11-14-2019 05:17 PM)MWC Tex Wrote:  

(11-14-2019 04:04 PM)AntiG Wrote:  

(11-14-2019 03:31 PM)MWC Tex Wrote:  Good numbers but will it hold? How many times are you going to watch the same Disney movies and shows? We’ll see if people drop off when they see the content available.
Also, if people are satisfied with Disney+ will they cut cable which is still Disney’s cash cow? Many probably have held off cutting cable because of the Disney channel.

given that they have the rights to Spiderman, FF and X-Men back they pretty much have the entire Marvel catalog at their disposal, as well as the FOX affiliates for expansion of ESPN/ABC outreach for sports (they could potentially air games exclusively on Disney+), 20th Century FOX movie catalog (including ongoing ones like Avatar, Alien, Predator, Ice Age, Die Hard, Kingsman, Planet of the Apes, Alita Battle Angel), LucasFilm catalog (Star Wars and Indiana Jones), Touchtone Pictures, Pixar and Disney Animation, History Channel, Lifetime... they're not going to run out of stuff for people of all ages, interests, etc to consume.

I doubt they put all of that on the platform. That will basically do big damage to their cable channels.

They're putting over 600 movies and 7500 episodes on Disney+. That's not as much as Amazon Prime, but it's eventually going to be most of Disney's key properties.

But still, you're right that it's not everything in the Disney and Fox catalogs.

Some (like Indiana Jones) is still licensed to Netflix or Amazon, but they're planning to get those back as soon as the contracts expire.

Some is still banned (like Song of the South).

And from what I gather, some of the adult-targeted stuff is going to Hulu? I don't really know how they plan to separate that out between Hulu and Disney+ though.

I would agree there are some Disney diehards out there and they were waiting at the gate for the doors to open.

The next crop will be harder to win, but if their original stuff is good then they will build a pretty good base. You've got tons of Marvel and Star Wars fans hungering for virtually any and every foray into their favorite universe.

All the kids programming will sustain them as well because tons and tons of parents will recognize the service as a one-stop shop. And if anyone watches the same movie on repeat then it's little kids. They won't have to develop new stuff as regularly.

Anyone on a Verizon Unlimited plan gets a year of Disney+ free. So I'm probably one of the 10M that signed up on the first day, but it didn't cost me anything.

(11-14-2019 03:03 PM)XLance Wrote:  Disney+ signed up 10,000,000 new customers yesterday ($6.99 per month or more).
The huge number of subscribers surprised Disney and stock analysts alike (20-30% more than expected).
It was not reported how many of the Disney+ subscriptions also included ESPN+ (additional charge).

Who said the mouse was dead?

"Disney Plus, a new ad-free streaming service created by the Walt Disney Company, became available on November 12 and immediately attracted 10 million subscribers on its first day. Analysts predict there will be 18 million customers by the end of 2020."

https://www.businessinsider.com/disney-plus-price

Why do we have cable? Kids (at least until recently) liked Disney. Wife liked Lifetime. We all like ESPN.

With unbundling, ESPN and Disney will not be the biggest losers.

(11-14-2019 07:46 PM)AllTideUp Wrote:  I would agree there are some Disney diehards out there and they were waiting at the gate for the doors to open.

The next crop will be harder to win, but if their original stuff is good then they will build a pretty good base. You've got tons of Marvel and Star Wars fans hungering for virtually any and every foray into their favorite universe.

All the kids programming will sustain them as well because tons and tons of parents will recognize the service as a one-stop shop. And if anyone watches the same movie on repeat then it's little kids. They won't have to develop new stuff as regularly.

And now there's people out there like me, who have ESPN+ and a girlfriend/spouse/partner they live with that has Hulu and will start to do some math to compare price points.

This is really going to affect college TV contracts in the future.

(11-14-2019 03:31 PM)MWC Tex Wrote:  Good numbers but will it hold? How many times are you going to watch the same Disney movies and shows? We’ll see if people drop off when they see the content available.
Also, if people are satisfied with Disney+ will they cut cable which is still Disney’s cash cow? Many probably have held off cutting cable because of the Disney channel.

Its the Disney movies in HD/UHD that sell me.

We can watch things like Honey I shrunk the kids, Sandlot, and Mulan in 4K.

It would be incredibly expensive to go buy all those movies or even rent them. The Star Wars, Marvel, and NG are a plus.

I would happily pay 16 a month.

(11-15-2019 11:03 AM)TrojanCampaign Wrote:  

(11-14-2019 03:31 PM)MWC Tex Wrote:  Good numbers but will it hold? How many times are you going to watch the same Disney movies and shows? We’ll see if people drop off when they see the content available.
Also, if people are satisfied with Disney+ will they cut cable which is still Disney’s cash cow? Many probably have held off cutting cable because of the Disney channel.

Its the Disney movies in HD/UHD that sell me.

We can watch things like Honey I shrunk the kids, Sandlot, and Mulan in 4K.

It would be incredibly expensive to go buy all those movies or even rent them. The Star Wars, Marvel, and NG are a plus.

I would happily pay 16 a month.

shoot, doesn't it even have a lot of the classics and new classics? Like the '94 version of Lion King?

(11-15-2019 11:04 AM)stever20 Wrote:  

(11-15-2019 11:03 AM)TrojanCampaign Wrote:  

(11-14-2019 03:31 PM)MWC Tex Wrote:  Good numbers but will it hold? How many times are you going to watch the same Disney movies and shows? We’ll see if people drop off when they see the content available.
Also, if people are satisfied with Disney+ will they cut cable which is still Disney’s cash cow? Many probably have held off cutting cable because of the Disney channel.

Its the Disney movies in HD/UHD that sell me.

We can watch things like Honey I shrunk the kids, Sandlot, and Mulan in 4K.

It would be incredibly expensive to go buy all those movies or even rent them. The Star Wars, Marvel, and NG are a plus.

I would happily pay 16 a month.

shoot, doesn't it even have a lot of the classics and new classics? Like the '94 version of Lion King?

Indeed.

They even have that 1930 Mickey Mouse steamboat in HD.

(11-15-2019 09:58 AM)Big Frog II Wrote:  This is really going to affect college TV contracts in the future.

I doubt it.

The likely scenario is that one day Disney will simply integrate things like Hulu/Disney+,ESPN+, and cable. They will likely just record from one source and stream to multiple sources and have the same commercials on all of them.

Whether you watch a commercial on Hulu or a Commercial on Comcast it's still a commercial.