Walt Disney's 2020 Investor Day presentation.
Overall
- Total D2C content expense 2023/24 $14-16b
- Total streaming subs 300-350m by 240930
Disney+
- Reaches 86.8m subs 201202 (o/w 24m = ~30% for Disney+ Hotstar in India), target 230-260m by 240930 (o/w/ 30-40% at Hotstar; incl Star, launch 210223)
- Target peak oper loss in 2020/21, profitable in 2023/24
- To raise prices March 2021 in US from 7 to 8 $/mo (70 to 80 $/yr), bundle Hulu (with ads) & ESPN+ from 13 to 14 $/mo; new bundle Disney+, Hulu (ad-free), ESPN+ 19 $/mo; in Europe from 7 to 9 EUR/mo (to add Star)
- Plans to add new originals to Disney+ every week; distr deal with Comcast for Xfinity X1 and Flex subs; to spend $8-9b on originals in 2023/24; to add 10 Marvel series, 10 Star Wars series, 15 Disney & Pixar series & 15 features (total 100 releases/yr across all brands)
- Pinocchio (Tom Hanks), Peter Pan and Wendy to skip theaters to premiere on Disney+; day-and-date theater release & Premier Access at $30 for Raya and the Last Dragon
- Star (#6 tier within Disney+, next to Disney, Pixar, Marvel, Star Wars, NatGeo; with parental control) to launch 210223 in continental Europe (1k titles), Canada, ANZ, Singapore
Hulu
- Reaches 38.8m paid subs 201202, target 50-60m by 240930
- 92m MAU for AVOD, Hulu With Live TV 4m subs
- Target profitable by 2022/23
ESPN+
- Reaches 11.5m subs 201202, target 20-30m by 240930
- Target profitable by 2022/23
Star+
- Incl. Disney+, ESPN, ESPN+ content
- To launch June 2021 in Latam, ~7.50 $/mo stand-alone, ~9.00 $/mo in bundle with Disney+
- 2k titles in first yr + 10k sports events (500 per mo)
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