Disney – New King of the Jungle?

Disney – New King of the Jungle?

Disney May Be the New King of the Content Jungle. Disney+ Coming to A Screen Near You in November.

We’ve previously written in these pages that “Content Is King“. Similarly, back in 2017 we posited that “Netflix Loses in A Disney Fox Deal“. Disney – owner of the world’s best content library – was in full force at yesterday’s investor day. The highlight of course was Disney+, the forthcoming streaming service to be launched in the U.S. on November 12th 2019 for $6.99/month or $69.99/year.

  • We have culled through 200+ pages of Investor Day slides to bring you the below highlights including the financial outlook for Disney+, ESPN+ and Hulu.
  • Subscribers will have access to Disney’s library of film and television entertainment.
  • Disney+ will be the exclusive home for films released by Disney Studios in 2019 and beyond.
  • Disney stated that it is likely that Disney+ will eventually be offered as part of a larger bundle with ESPN+ ($4.99/month or $49.99/year) and Hulu – the latter which Disney is the majority owner of.
  • Disney/Fox/Marvel/Lucasfilm content now available on Netflix will be removed from Netflix once content license contracts expire.
Disney Investor Day Presentation Highlights
Global Direct-to-Consumer video subscriptions (Disney 2019 Investor Day)
Total Video Consumption Hours – Similar to TEK2day’s “Content Yield” metric introduced August 2018.
Disney Streaming Content Revenue Models
hulu added 8M subs in 2018
Disney+ Content
Disney+ subscriber outlook
Disney+ long-term subscriber mix
Disney Original Content Investment
Disney+ Financial Outlook
ESPN+ Outlook
ESPN+ Financial Outlook
hulu subscriber outlook
hulu financial outlook