Blog: Disney+

Read our latest daily deep dives, hot takes, and exciting updates about the digital entertainment world. Check out the latest from your favourite analyst, or search by coverage - games, video, music, audio, social, or critical developments.

Disney’s direct-to-consumer business is now profitable – so what comes next?

Tim Mulligan

7 May 2024

Disney

Disney+

direct-to-consumer

Today, Disney announced its fiscal second quarter 2024 financial results (calendar Q1 2024). All eyes were on the Entertainment Segment, where its direct-to-consumer (D2C) division matched MIDiA’s call...

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Smart TV operators are gamifying engagement – here is how they can dial it up a notch

Ben Woods

4 Jan 2024

Smart TV

Sky

roku

Tracking Father Christmas’ journey on a smartphone app is a festive tradition of the modern era. Much like leaving a carrot out for Rudolf, many families are now logging on come Christmas Eve to keep...

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Who will be the winners in video as the walled gardens of entertainment recede?

Ben Woods

21 Dec 2023

YouTube

Amazon

Protectionist measures that kept the streaming wars alive are being wound back. Licenced content is back in vogue, despite streaming TV being built on exclusive shows. Competitive tensions are cooling...

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Why managing Disney’s streaming transition requires leadership in depth

Tim Mulligan

1 Aug 2023

Walt Disney

Kevin Mayer

Tom Staggs

2023 was supposed to be about the 100thanniversary of the Walt Disney Company and the celebration of a media major driving streaming and intellectual property (IP) innovation. Instead, it has become a...

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Are streaming TV services poised to become pay TV channels in all but name?

Ben Woods

16 May 2023

Netflix

Disney+

Amazon Prime Video

The streaming TV landscape is changing rapidly. Leading entertainment industry executives are questioning every aspect of the subscription video on-demand (SVOD) model in pursuit of sustainable profits....

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Disney’s latest results means the media major is now at an inflection point

Tim Mulligan

16 Aug 2022

Hybrid SVOD

Ad-support Subscriptions

SVOD

Last week’s Q3 22 (calendar Q2 22) earnings represented a high point in Disney’s transition to streaming juggernaut. With its number of global direct-to-consumer (D2C) subscribers now higher than Netflix,...

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Why Disney’s Encanto is a cross-generational success

Ashleigh Millar

14 Feb 2022

Disney+

TikTok

SVOD

For the last month and a half, Disney’s Encanto has been taking the world by storm . Encanto tells the story of the magical ‘Madrigal’ family who live in the mountains of Colombia, and the animated...

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Disney+ at 100 million: The second shockwave of the D2C big bang moment has begun

Tim Mulligan

10 Mar 2021

Disney+

Disney

D2C Shockwave

At its annual shareholder meeting yesterday, Disney announced that Disney+ had reached the 100 million subscriber mark in the 16 months since it first launched. For comparison, global subscription video...

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Reach over revenue: India’s lesson for developed sports markets

Srishti Das

26 Feb 2021

cricket

hotstar

Disney+

India is growing as a sporting nation, with athletes performing across different international sports outside of cricket like kabaddi, motorsports, basketball, chess and so on. The majority of media consumption...

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Discovery enters streaming race with discovery+ and Olympics offering

Alistair Taylor

9 Dec 2020

Discovery

Eurosport

discovery+

Last week , Discovery announced it will launch discovery+, ‘the definitive non-fiction’ subscription-video-on-demand (SVOD), on January 4th, 2021. Consumers in the US can expect the largest-ever content...

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A brutal Q2 pressures Disney to erode the theatrical release window

Tim Mulligan

6 Aug 2020

Video

Mulan

Disney+

A tough financial Q1 2020 was followed by an awful financial Q2 for Disney, with the media major reporting its first quarterly loss since 2001. With 35% of the entertainment conglomerate’s revenues originating...

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FuboTV adds key sporting rights to portfolio following Disney deal

Alistair Taylor

2 Jul 2020

Fubo

FuboTV

Sporting rights

FuboTV, the US over-the-top (OTT) internet-delivered TV service launched back in January 2015 as a soccer-centric proposition. In that time it has established itself as a niche distributor of live streams...

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