Q1 Earnings: Disney+ Had a Magical Year

Disney+ subscribers (YoY growth):
1) 2020-Q1 – 54.5M
2) 2021-Q1 – 103.6M (↑ 90%)

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

Disney streaming subscribers by platform (% of total):
1) Disney+ – 103.6M (65%)
2) Hulu – 41.6M (26%)
3) ESPN+ – 13.8M (9%)
4) Total – 159.0M

Monthly ARPU for Disney+ (QoQ growth):
1) 2019-Q4 – $5.56
2) 2020-Q1 – $5.63 (↑ 1%)
3) 2020-Q2 – $4.62 (↓ 18%)
4) 2020-Q3 – $4.52 (↓ 2%)
5) 2020-Q4 – $4.03 (↓ 11%)
6) 2021-Q1 – $3.99  (↓ 1%)

Monthly APRU by streaming service (YoY growth):
1) Hulu (Live TV + SVOD) – $81.83 (↑ 21%)
2) ESPN+ – $4.55 (↑ 7%)
3) Hulu (SVOD only) – $12.08 (↑ 0%)
4) Disney+ – $3.99 (↓ 29%)

Share of Disney+ subscribers by geography according to  The Information:
1) United States – 40%
2) Outside United States – 60%

Disney+ brand health according to YouGov:
1) Value for money – 5.8 → 17.1
2) Purchase intent – 5.1 → 8.9

More #1: Disney’s New World Order Leads to Confusion and Bruised Egos

More #2: The New Disney CEO’s Covid Strategy Leans on Streaming Hits Like ‘WandaVision’

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