Blog: Disney - Page 3

Read our latest daily deep dives, hot takes, and exciting updates about the entertainment world. Check out the latest insight from your favourite analyst, or search by coverage areas - music, entertainment and fandom, creator economy and social.

Disney+ launches in the UK on the first day of a national lockdown

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Tim Mulligan

24 Mar 2020

The last two weeks have been dramatic for public companies in the wake of extreme investor reactions to the still unknown long-term economic impacts of the global coronavirus pandemic. However, media major Disney is in the fortunate position of launching its family-centric Disney+ streaming service ...

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Why Disney+’s Sky distribution deal is likely to become mainstream among D2C competitors

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Tim Mulligan

3 Mar 2020

Today the UK’s dominant pay-TV operator, Sky, announced a partnership with media major Disney+ to grow its UK subscriber base prior to its official UK launch on March 24th. Sky currently operates Now TV, its own subscription video on demand (SVOD) service, and is owned by Comcast – which is laun...

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The end of the Bob Iger era – what next for Disney?

Tim Mulligan

26 Feb 2020

In February 2020, Disney announced that Bob Iger will step down from the Disney CEO role and become the executive chairman through to December 31st2021, with immediate effect. Bob Chapek, who has served as the chairman of Disney Parks, Experiences and Products, will assume the role of CEO.

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Joining the D2C streaming wars is a do-or-die moment for ViacomCBS

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Tim Mulligan

12 Feb 2020

Last Thursday CNBC reportedthat the newly-merged ViacomCBS is planning to launch its own direct-to-consumer (D2C) service, with a formal announcement to be made during the company’s forthcoming fourth quarter earnings conference call on February 20th.

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Tale of the tape: UFC or bundle driving ESPN+ adoption?

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Alistair Taylor

11 Feb 2020

Walt Disney’s pureplay sports streaming service ESPN+, which launched back in April 2018, has surpassed 7.6 million paid subscribers, Disney ’s chief executive Bog Iger reported during last week’s earnings call.

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20 million is the magic number for Disney today

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Tim Mulligan

4 Feb 2020

Business Strategy

Today Disney announces its Q1 2020 numbers, with Wall Street expected to laser-focus upon the first available numbers for Disney+ since its launch on November 12th of 2019. Disney+ is the key direct-to-consumer (D2C) service underpinning Disney’s pivot into streaming, which it formally announced a...

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Peacock Goes for Gold

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Alistair Taylor

23 Jan 2020

On the 16 th of January , Comcast (owner of NBCUniversal) unveiled further details of its direct to consumer (D2C) proposition, Peacock. Peacock is set to debut on the 15 th of April exclusively for Comcast’s Xfinity X1 and Flex customers, before being rolled out nationally across the US on July 1...

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The Challenge for Global D2C Growth in 2020

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Tim Mulligan

17 Jan 2020

2020 promises to be a big year for direct-to-consumer (D2C) services, with Warner Media’s HBO Max and Comcast’s Peacock set to join Apple TV+ and Disney+ in the battle to win streaming audience share both in the US and beyond.

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Hotstar's potential Disney+ partnership raises brand challenges

Amanda Stears

12 Dec 2019

21st Century Fox

Yesterday Indian streaming service Hotstar published its 2019 India Watch Report . Hotstar (a fully-owned Disney subsidiary since the 21CF acquisition by Disney back in March of this year) now boldly states that its streaming app has reached 400 million app installs, making it one of the most downlo...

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What Star Wars in Fortnite Tells Us About the Future of Digital Entertainment

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Karol Severin

10 Dec 2019

cross-entertainment strategy

cross-format entertainment

cross-platform entertainment

It has been revealed that Disney will soon be premiering a scene from its upcoming The Rise of Skywalker film. What makes this a truly newsworthy story is that the event will take place inside Fortnite’s Risky Reels digital drive-in theatre, apparently with J.

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Take Five (the big five stories and data you need to know) November 25th 2019

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Mark Mulligan

25 Nov 2019

Colin Kaepernick

Disney tidies its streaming stats: Disney is tidying up its streaming subscriber numbers in preparation for reporting the performance so far of Disney+. In the shake-up, ESPN falls from 3.4 million to three million while Hulu goes from a 28.

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Take Five (the big five stories and data you need to know) November 18th 2019

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Mark Mulligan

18 Nov 2019

Bytedance subscription: Bytedance, parent of TikTok, is reportedlyclose to launching a music subscription service, initially focused on emerging markets. The big question is whether Bytedance will get the deals to launch something genuinely new, built on TikTok’s foundation, or just end up l...

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Disney+ Recovers From Initial Blunder to Surpass 10 Million Sign Ups on Debut!

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Alistair Taylor

14 Nov 2019

21st Century Fox

all-encompassing offering

AppleTV+. Market saturation

Disney claims unexpected traffic on its newly-launched service was at fault for the buffering and technical issues of Disney+’s launch Tuesday . The issues highlight just how difficult it is transitioning from a media company to a tech player, with technical glitches an enormous issue for digital-...

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Take Five (the big five stories and data you need to know) November 11th 2019

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Mark Mulligan

11 Nov 2019

BTS, fandom 3.0: The management of BTS’s distributor was trying to work out who had green-lit an unauthorized billboard campaign for the South Korean boy band . When it turned out that the fans had paid, it pulled back the veil on a whole new fandom paradigm.

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Disney FY 2019 Results – The Final Sanity Check Before Everything Changes

Tim Mulligan

8 Nov 2019

We are now less than a week away from possibly the most important day in Disney’s 21stcentury history, as November 12this when its direct to consumer (D2C) service Disney+ goes live. While we will not have meaningful numbers come through until the end of the first calendar quarter of 2020, the wei...

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Why Music Streaming Could Really Do with a Disney+

Mark Mulligan

5 Nov 2019

disruptive innovation

The music and video streaming markets have long been best understood by their differences rather than similarities, but the flurry of video subscription announcements in recent months have upped the ante even further.

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Netflix Launches Mobile-Only Plan in Malaysia

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Amanda Stears

29 Oct 2019

advertising video on demand

Netflix unveiled its RM17 ($4) mobile-only subscription plan for Malaysia last week on October 24th. The official announcement marks the end of Netflix’s test launch since end of last year, trialling a cheaper mobile-only plan against its basic subscription price of RM33 ($8).

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The Streaming War Enters a New Phase with Aggressive Content Slates

Amanda Stears

22 Oct 2019

For once, consumers can hit the pause button on subscription fatigue and watch the streaming wars unfold while reaping the benefits of the competition. US viewers are in for a treat as the launches of Apple TV+ and Disney+ loom closer on the first and 11th of November respectively.

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Why the D2C Era Is About to Begin in Earnest

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Tim Mulligan

11 Oct 2019

direct-to-consumer

Next month Apple TV+ and Disney+ will launch, followed by Warner Media’s HBO Max in Q1 2020 and NBCUniversal’s Peacock in April – making the next six months pivotal in the evolution of direct-to-consumer (D2C) video adoption both in the US and beyond.

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Indonesia’s Gojek Rivals Netflix with New Streaming Service GoPlay

Amanda Stears

8 Oct 2019

Indonesia’s leading mobile payment platform and tech unicorn Gojek launched its video-on-demand (VOD) service on 26 September. This comes shortly after its extension into the gaming industry with its gaming platform GoGames.

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