SEÑAL NEWS | RESEARCH WEEK #33

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THE IMPACT OF STREAMING ON DISNEY’S BUSINESS

#WEEK 33 ∙ AUGUST 2020

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THE IMPACT OF STREAMING ON DISNEY’S BUSINESS #WEEK 33 ∙ AUGUST 2020

DISNEY REVENUES

BY SEGMENT

DISNEY REVENUES Q3 2019 VS Q3 2020

Through fiscal Q3 2020

Revenue of the Walt Disney Company in Q3 2020 vs. 2019, by operating segment Q3 2019

$25B

Direct-to-Consumer and International

Q3 2020

$ 6.7b $ 6.6b

$ 6.6b

$20B $15B

$ 3.9b $ 4.0b

Studio Entertainment $10B

$ 3.8b

Media Networks

$1.7b

$5B

$1.0b Parks, Experiences and Consumer Products

$0B

2017

2018

2019

Media Networks

2020

Source: The Walt Disney Company

Parks, Experiences and Products

Direct-to-Consumer & International

Studio Entertainment

Source: The Walt Disney Company

DISNEY+ SUBSCRIBERS

+100 MILLION

Worldwide paid subscribers and availability of Disney+

According to the Disney Q3 2020 results, the company now has over 100 million directto-consumer subscribers. The service gained 3 million subscribers in July alone.

80m 70m

60.5m

60m 50m

DISNEY STREAMING SUBSCRIBERS BY SERVICE

40m 30m 20m

Disney’s 101.5 million direct-to-consumer customers by services.

10m 0m

Nov 2019

Dec

Jan 2020

Feb

Mar

Apr

May

Jun

Jul

Aug

60.5

8.5

SVOD

Live

32.1

3.4

Source: The Walt Disney Company

Source: The Walt Disney Company

+MARKETS

NETFLIX AND DISNEY STREAMING SUBSCRIBERS

Disney will be looking for another boost in the fall, when Disney+ will be launched in further European markets (September) and Latin America (November).

Another episode in the global streaming wars.

193M

DISNEY STREAMING SERVICES ARPU There has been rapid adoption of Direct-to-Consumer Services, but majority of subscribers are on discounted plans.

Due to the current environment, investments needed to expand Hulu internationally have been put on the back burner

$12.06

Hulu

0M

$ 5.63

20M

40M

35.5M 60M

80M

ESPN+

8.5M 100M

120M

140M

160M

180M

200M

Source: The Walt Disney Company

$ 4.24

CHECKED! SVOD

Source: The Walt Disney Company

Disney+

60.5M

It is remarkable that Disney has passed its 5-year subscriber goal for Disney+ in just eight months.