I like Disney+. I subscribed to it mostly in order to watch The Mandalorian. In addition to content from Disney and the Star Wars universe, it also includes entertainment from Pixar, Marvel, and National Geographic. And that may be enough to keep me subscribed, though there is plenty of content on the service that I’ll never watch.
And $30 to stream Mulan? Hard pass. That’s a reasonable price for a family but I’m not going to pay it.
According to eMarketer‘s latest estimates for over-the-top (OTT) video services in the US, Disney+ will have 72.4 million users this year, representing 32.1% of OTT viewers.
The number of Disney+ viewers has blown past that of Apple TV+ (18.8 million), which is impressive given that both services launched in November 2019. Additionally, the Disney+ audience size is on track to surpass that of sister platform Hulu by 2024.
The service will experience double-digit growth each year through the end of eMarketer’s forecast period. By 2024, Disney+ viewers in the US will surpass Hulu’s viewers—123.4 million vs. 115.6 million, respectively.
Hulu is the one service I do not get. I also subscribe to Apple TV+, Amazon Prime, and Netflix.
Compared to Disney+, Apple TV+ content is excellent but sparse. I will stay subscribed at least until I get a taste of The Foundation series.
There’s always plenty to watch on Netflix and Amazon Prime, of course.
Business Insider Intelligence senior research analyst Audrey Schomer, eMarketer senior analyst Ross Benes, and forecasting analyst at Insider Intelligence Eric Haggstrom discuss the streaming wars. How far along is Disney+ after just one year? What might slow down its skyrocketing growth? Can it knock Netflix out of first place? And how will a price hike affect Netflix?
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