Disney+’s Magical Run Continues

Disney+ subscribers (YoY growth):
1) 2020-Q2 – 57.5M
2) 2021-Q2 – 116.0M (↑ 102%)

Flashback: Disney’s Plans To Dominate The World (And The Galaxy)

Disney streaming subscribers by platform (% of total):
1) Disney+ – 116.0M (67%)
2) Hulu – 42.8M (25%)
3) ESPN+ – 14.9M (9%)
4) Total – 173.7M

Total Disney streaming subscribers (YoY growth):
1) 2020-Q2 – 101.5M
2) 2021-Q2 – 173.7M (↑ 71%)

Monthly ARPU for Disney+ (YoY growth):
1) 2020-Q2 – $4.62
2) 2021-Q2 – $4.16 (↓ 10%)

Monthly ARPU for Hulu (SVOD only)(YoY growth):
1) 2020-Q2 – $11.39
2) 2021-Q2 – $13.15 (↑ 15%)

Monthly ARPU for Hulu (Live TV + SVOD)(YoY growth):
1) 2020-Q2 – $68.11
2) 2021-Q2 – $84.09 (↑ 23%)

Monthly ARPU for ESPN+ (YoY growth):
1) 2020-Q2 – $4.18
2) 2021-Q2 – $4.47 (↑ 7%)

Big question: How is theme park revenue looking?

Quick answer: The share of adults who feel comfortable going to an amusement park dropped 7% between July and August.

Dive deep: What Does The Growth Of Disney+ Mean For Convergent TV?

Video: Mark Zgutowicz (friend of SOTS) brings the knowledge with Alex Sherman!

More: Disney+ Premium, the future of Premier Access?

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