Advanced Television

Report: Netflix, Amazon, HBO thus far unaffected by Disney+

November 26, 2019

The Disney+ SVoD service has been live for nearly two weeks in the US, Canada and The Netherlands. Data from Apptopia, a provider of app analytics, estimates the mobile app has been downloaded 15.5 million times and has generated $5 million (€4.5m) through in-app purchases. Apptopia notes that its revenue data is always post app store fees.

Disney+ has, somewhat predictably, been ranked #1 overall in the US iOS and Google Play app stores since its launch. It has been #1 in iOS grossing ranks since November 19th and since November 20th on Google Play. With regards to revenue, keep in mind that due to the free trial there was not much money being generated prior to a week after launch. There are also many users receiving the service for free due to Verizon’s deal for its unlimited data customers. Many users may choose to pay outside of the app as well.

Impact on other streaming video apps

It appears in the early going that Netflix, Amazon Prime Video and HBO are unaffected by Disney+. Looking at US data for these apps (Disney+ is not globally launched yet), Apptopia sees download and user session trends uninterrupted from their trend lines.

Mobile apps that were impacted include Hulu, ESPN and Roku. As widely publicised, Disney is offering a package deal of Disney+, Hulu and ESPN+ for $12.99/month in the US. For Hulu, this excludes live television but does include Hulu’s on-demand library which includes its hit originals like The Handmaid’s Tale. Both Hulu and ESPN have seen downloads increase since the launch of Disney+, with Hulu seeing the biggest boost.

The main utility of the Roku app is to act a remote when using the platform on a television. Since Disney+ is available on Roku, Apptopia reports a boost in new users and user sessions on this app as well.

Market Breakdown

Australia and New Zealand were able to start using the service on November 19th. Disney+ has been ranked #1 overall in both app stores in both countries since launch.

Wrapping it up

Disney+ has been averaging 25.6 million sessions per day over the last week. Given we have seen 15.5 million downloads over the course of two weeks, this is a sign people are highly engaged with the mobile app. It is likely viewers are watching bits and clips on their daily commutes and briefly checking to see if new content/episodes have been added.

The next big rollout for Disney+ will be in March 2020 when it launches in the UK and much of western Europe.

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