Blog: hulu

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.

What the launch of the “Hulu for sports” platform means for Disney and for sports TV

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Tim Mulligan

7 Feb 2024

Hulu for sports

Today, ESPN (a Disney subsidiary), Fox, and Warner Bros Discovery announced : “...an understanding on principal terms to form a new joint venture (JV) to build an innovative new platform to house a compelling streaming sports service.

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What ‘Barbie’, ‘The Idol’, and more say about the future of artists in film

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Tatiana Cirisano

8 Jun 2023

Music publishing

2023 is already shaping up to be another big year for music artists in Hollywood. Late last month, Jack Harlow made his acting debut in a Hulu remake of 1992 basketball comedy White Men Can’t Jump . The Weeknd (who is now going by Abel Tesfaye) stars in Max’s controversial new series, The Idol ,...

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Hulu + Live subscriber losses point to intensifying US video attention battle

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Tim Mulligan

16 Feb 2021

On February 11th, Disney released its results for Q4 2020. The focus was on the continuing growth for the media major’s direct to consumer (D2C) business. Although still loss-leading, the D2C segment has halved its operating income losses from -$1.

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Why the sports broadcast model is now under threat

Cover image for Why the sports broadcast model is now under threat

Alistair Taylor

6 Nov 2020

Sinclair Broadcast Group

sports broadcast

The Sinclair Broadcast Group reported its Q3 2020 results earlier this week, which highlighted the detrimental impact sporting investments had on its balance sheet. A 37% year-on-year (YoY) increase in consolidated revenue (to $1.

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FuboTV adds key sporting rights to portfolio following Disney deal

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Alistair Taylor

2 Jul 2020

Sporting rights

FuboTV, the US over-the-top (OTT) internet-delivered TV service launched back in January 2015 as a soccer-centric proposition. In that time it has established itself as a niche distributor of live streams of MLS and LatAm soccer matches to US, Canadian and Spanish audiences.

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Is streaming making it harder and more expensive for consumers to access video content?

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Tim Mulligan

19 Jun 2020

Back in 2007, Netflix made its famous pivot from being a subscription postal DVD rental provider to becoming an on-demand video streaming provider. Fast forward 13 years and the entire TV industry has now been disrupted, with 53% of US consumers in Q1 2020 now paying for subscription video on demand...

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The Last Dance – ESPN Raining Threes

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Alistair Taylor

18 May 2020

With the pandemic-enforced postponement of live sports creating an entertainment void for sports fans, US broadcaster ESPN played its trump card to capitalise on the thirst for stimulating content during lockdown.

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Disney’s Results for Calendar Q1 Underlines The Importance Of its D2C Pivot

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Tim Mulligan

7 May 2020

There was no dressing it up. Disney had a bad start to the year from a financial perspective. In its Q2 2020 (calendar Q1 2020) report the company announced an 85% decline in income from its continuing operations before taxes, and an even greater 91% decline in net income from continuing operations.

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Self-Isolation: DAZN Concedes to COVID-19

Alistair Taylor

6 Apr 2020

additive services

all-encompassing offering

Sports streaming insurgent DAZN has announced last week it plans to inform rights holders of its intent to defer its payments of rights fees for any content not yet delivered (i.e. postponed / cancelled games) during this pandemic-enforced freeze on live sports.

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Why Warner Media is investing in incoming CEO Jason Kilar

Tim Mulligan

3 Apr 2020

On Wednesday AT&T announced that Jason Kilar will become the new CEO of Warner Media on May 1st2020. The choice of Kilar speaks volumes about how the US communications major is approaching the forthcoming challenge at the heart of its Warner Media subsidiary – the May domestic launch of HBO Ma...

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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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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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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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Could a Recession Change the Tide for Sports Rights Allocation?

Cover image for Could a Recession Change the Tide for Sports Rights Allocation?

Alistair Taylor

24 Sep 2019

additive services

all-encompassing offering

Revenue remains rights holder’s priority qualifier for allocating rights. However, with an impending recession, we are likely nearing an inflection point whereby rights holders may start to look towards prioritising reach over revenue.

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The Mouse That Roared; Disney Calls Time on Traditional Pay-TV and Netflix in the US

Cover image for The Mouse That Roared; Disney Calls Time on Traditional Pay-TV and Netflix in the US

Tim Mulligan

7 Aug 2019

As predicted , Disney has decided to flip the switch and unleash a pay-TV (and Netflix) killer by announcing a Q4 bundle of its streaming services in one joint aggressively-priced offer. On November 12 th , 2019 when Disney launches its new direct-to-consumer (D2C) service Disney+, it will be ...

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Sports SVOD Services: The Underdogs’ Game

Hanna Kahlert

29 May 2019

addressable audience

carriage partnerships

Cord cutting and “the attention economy” are the landscaping trends reshaping everything video in 2019, and sports television – despite its reliably existent fanbase – is no exception. New sports proposition streaming video on demand (SVOD) entrants face hefty competition on all sides, from ...

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Disney’s Latest Earnings Are Buoyed by Growth in Their Theme Park and Direct-to-Consumer Revenues

Alistair Taylor

10 May 2019

21st Century Fox

additive service

On Wednesday night the Walt Disney Company reported quarterly earnings for its second fiscal quarter ending March 31st 2019, beating analyst estimates with a 3% increase in year-on-year (YoY) quarterly revenue.

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Why AT&T Cashed in on Its Hulu Stake and What This Means for Disney’s Direct-to-Consumer Strategy

Tim Mulligan

23 Apr 2019

direct-to-consumer

Last week US communications giant AT&T announced that it had sold its 9.5% stake in US subscription video on demand (SVOD) service Hulu for $1.43 billion, valuing the third largest US SVOD operator at $15 billion.

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