Holding a massive content library, doing streaming media is a matter of time.
Although the server was in danger of being shut down on the first day of the game, Disney + was a clear winner in this streaming battle.
A report from the market research firm Sensor Tower shows that Disney + was the most downloaded app in the United States in the fourth quarter of 2019. The app has been downloaded more than 30 million times in the US App Store and Google App Store in the US, more than double the TikTok (overseas version of Douyin).
Image source: Sensor Tower
If you look around the world, this number is even more amazing. Sensor Tower data shows that in the second month after its launch, Disney + ’s total downloads in the two major app stores were close to 41 million. Research institutions estimate that consumers spent $ 97.2 million here, including $ 53.3 million in the first month and $ 43.9 million in the second month, mainly from North America and Australia.
Image source: Sensor Tower
Image source: Sensor Tower
Disney + ‘s performance proves that the demand for video streaming services is far from being met. Since Facebook Messenger went live in 2017, no app has been able to download more than 10 million times on Google Play in the US in one quarter.
The scuffle between Netflix, Amazon Prime, Apple TV +, and Disney + is intensifying. Compared with other rivals, Disney + ‘s advantage is obvious-relying on Disney’s massive IP inventory, there is no need to make content like Netflix and Apple. Although a latecomer, the starting point has been much higher.
Here you can see Marvel series, Star Wars series, Pixar and 21st Century Fox animation series, as well as popular content such as National Geographic, The Simpsons, Frozen 2 and more.
Many of them have proven their ability to make money. Last year, Disney ’s global box office exceeded $ 11.1 billion, making it the first company in film history to surpass $ 10 billion.
Also, Disney + seems to be on a cost-effective line.
Now, its payment standard is: US $ 6.99 per month (equivalent to approximately RMB 48.99), or annual fee US $ 69.99 (equivalent to approximately RMB 490.51). If you’re willing to buy Disney’s Family Bucket for $ 12.99 per month, you can also watch Hulu and ESPN + (Entertainment and Sports TV Network Platform) simultaneously.
The monthly fee of $ 6.99 is only $ 2 more expensive than Apple TV +, and the $ 12.99 bundled package is only $ 3 more expensive than the basic Netflix package and $ 3 less expensive than the Netflix premium 4K package.
Sensor Tower reports that in the fourth quarter, Disney + generated 16% of all SVOD (subscription video on demand) revenue in the United States. Considering that it was only launched on November 2nd, and that it also experienced a period of server downtime, this result has been very good. Compared with giant rival Netflix, Disney + revenue in December reached 71% of Netflix’s peak revenue.
Image source: Sensor Tower
On December 10 last year, the latest research report by Needham & Co analyst Laura Martin downgraded Netflix rating from “hold” to “underperform / sell”. She claims that if Netflix does not adjust its pricing strategy, it could lose up to 4 million U.S. paid subscribers in 2020.
Image source: Disney