Can Disney+ Continue Its Fairytale Run?

Disney+ subscribers (YoY growth):
1) 2020-Q3 – 73.7M
2) 2021-Q3 – 118.1M (↑ 60%)

Quote from Kim Masters – Editor-at-Large @ The Hollywood Reporter:“The challenge confronting Chapek, and the leaders of every other legacy entertainment company, is daunting: They must serve Wall Street’s obsession with building their streaming services without alienating creatives, who still want a shot at the mind-bending paydays that come with success under a traditional model.”

Disney streaming subscribers by platform (% of total):
1) Disney+ – 118.1M (66%)
2) Hulu – 43.8M (24%)
3) ESPN+ – 17.1M (10%)
4) Total – 179.0M

Total Disney streaming subscribers (YoY growth):
1) 2020-Q3 – 120.6M
2) 2021-Q3 – 179.0M (↑ 48%)

Monthly ARPU for Disney+ (YoY growth):
1) 2020-Q3 – $4.52
2) 2021-Q3 – $4.12 (↓ 9%)

Monthly ARPU for Hulu (SVOD only)(YoY growth):
1) 2020-Q3 – $12.59
2) 2021-Q3 – $12.75 (↑ 1%)

Monthly ARPU for Hulu (Live TV + SVOD)(YoY growth):
1) 2020-Q3 – $71.90
2) 2021-Q3 – $84.89 (↑ 18%)

Monthly ARPU for ESPN+ (YoY growth):
1) 2020-Q3 – $4.54
2) 2021-Q3 – $4.74 (↑ 4%)

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

Big question: How is theme park revenue looking?

Disney theme park revenue (YoY growth):
1) 2018-Q3 – $6.1B
2) 2019-Q3 – $6.7B (↑ 8%)
3) 2020-Q3 – $2.7B (↓ 59%)
4) 2021-Q3 – $5.5B (↑ 99%)

Share of adults who feel comfortable going to an amusement park according to Morning Consult:
1) Oct-20 – 20%
2) Oct-21 – 43%

Fun: Disney World price increases over time.

Video: Disney CEO Bob Chapek joins Fast money after conference call to discuss disappointing earnings

More #1: Disney Now Lives By the Sub, Dies By the Sub

More #2: Disney makes the trend clear: Growth is slowing for streaming services

More #3: Bob Iger’s Long Goodbye

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