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Walt Disney

  • [New] Pollsters expect a close race over a 4% levy international streaming platforms, such as Netflix and Disney, would have to pay on their revenue from Switzerland.
  • [New] If Netflix can demonstrate a boost in revenue from a tougher stance on password sharing, other streaming services such as Disney +, HBO Max, and Paramount + could follow. Fast Company
  • [New] Rather than reverting to pre-pandemic ways as soon as possible, Disney is continuing to experiment with, and prepare for, worlds where they will be expected to provide omnichannel entertainment options that span physical theaters, streaming platforms, or even metaverses and beyond. Accenture
  • A few weeks ago Disney announced that it is introducing an ad-supported plan for its streaming service Disney + as part of its goal to reach 260 million subscribers by 2024. The Media Leader
  • Comcast plans to spend $3 billion on Peacock in 2022; Disney was expected to spend $3.2 billion on streaming in the first three months of 2022; and Paramount said it plans to spend $6 billion on streaming by 2024. Digiday
  • Disney, which owns Hulu, plans to launch a new ad-supported tier for its Disney + streaming service in the U.S. in 2022 followed by expansion outside the U.S. in 2023. Digiday
  • Disney will join Discovery, NBCUniversal, Paramount and WarnerMedia in adding an ad-supported tier to its flagship streaming service. Digiday
  • Disney ended last quarter with nearly 130 million total subscribers for its Disney + platform and reiterated its guidance of reaching between 230 million to 260 million subscribers by 2024. CNBC
  • By the end of 2023, Disney says it will have expanded the SVOD service to over 160 countries. VideoWeek
  • In a first for Disney's premier direct-to-consumer streaming service, Disney + will expand its offerings for consumers by introducing an ad-supported subscription in addition to its option without ads, beginning in the U.S. in late 2022, with plans to expand internationally in 2023. The Walt Disney Company
  • Hulu is finally getting competitive with YouTube TV on the DVR front: The Disney - controlled streamer next month will unlock a new Unlimited DVR feature for all Hulu + Live TV subscribers for no additional fee. Variety
  • Disney has made its streaming business the future driver of growth, targeting the addition of 260 million customers by 2024.
  • In November, Disney reported a smaller-than-expected increase in streaming subscribers, raising concerns that growth is slowing after a meteoric two-year rise.
  • Set to roll out in the US in late 2022 followed by the international markets in 2023, Disney will provide consumers with service cheaper than its $7.99 ad-free service. The Drum
  • The current quarter's slower growth was driven by a lack of new content and that increased content spending for Disney + will boost the DTC service's subscriber and revenue growth in the new year. Yahoo Finance
  • Disney + will introduce an ad-supported subscription in addition to its option without ads, beginning in the US in late 2022, with plans to expand internationally in 2023. Digital TV Europe
  • Walt Disney Co., looking to accelerate growth of its flagship streaming service, will offer a lower-priced version of Disney + with advertising later in 2022. Ad Age
  • Current MagicBands will continue to be available, too, along with the complimentary Disney MagicMobile service that extends MagicBand features, such as park entry, to smart devices. Disney Parks Blog
  • Netflix's ARPU has been over $14 a month, which is higher than Amazon's (under $13, although it plans to increase prices), Disney +' s and Apple TV's. Disruptive.Asia
  • Netflix has been contacted for comment over whether it plans to increase UK costs after raising its US fees by between $1 and $2 a month last week, alongside Disney + and Amazon Prime Video.
  • Disney Cruise Line continues to grow and expand its horizons, with several new ships scheduled for delivery through 2023. The Walt Disney Company

Last updated: 22 May 2022