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Existing subscribers have seen all the Star Wars and Marvel movies and the post-pandemic fresh content pipeline has been a little thin, which has probably made attracting new subscribers a little harder https://t.co/lKsxIbyJHy
— Lance Ulanoff (@LanceUlanoff) November 11, 2021
Disney+ ARPU drops by 9% y/y in part because of higher Disney+ HotStar subscriber mix.
— julia alexander (@loudmouthjulia) November 10, 2021
Disney+ HotStar's prominence, which is largely guided by regional sports rights like IPL that competitors like Amazon might be interested in, still may raise questions with shareholders. pic.twitter.com/5LvxJUe4yE
"Live sports are a key element" of our ecosystem, says Bob Chapek. Notes Disney bundle and UFC as reasons for ESPN+ success.
— Alex Sherman (@sherman4949) November 10, 2021
Doesn't sound like a man spinning out ESPN any time soon.
Hulu saw a 22% increase in subscribers (I imagine mostly an increase from the DSS bundle that they keep pushing), but Hulu + Live TV package is down 2% (from 4.1M subs to 4.0M subs).
— julia alexander (@loudmouthjulia) November 10, 2021
Hulu executives touted understanding people leave and ~hopefully~ come back -- like fall TV.
McCarthy also said the cadence of original releases on Disney Plus will not hit the company’s targets until fiscal Q4 '22, which will be the first quarter the service releases originals from all major brands — Disney, Marvel, Star Wars, Pixar and NatGeo https://t.co/3F4JlIOZMy
— Todd Spangler (@xpangler) November 10, 2021
Miss across the board for Disney: Revenue, earnings, streaming subs all disappoint https://t.co/vOpSBCh3WC
— Steve Kovach (@stevekovach) November 10, 2021
Disney+ adds two million subscribers in Q4, up to 118 million globally from 116 million in Q3.
— julia alexander (@loudmouthjulia) November 10, 2021
118M in Q4 2021 vs 73.7M in Q4 2020.
Good growth year over year, but higher losses in the quarter + small growth = stock dropping.
On the $DIS earnings call, CFO Christine McCarthy said the company expects Disney Plus net adds in the second half of fiscal year 2022 will be "meaningfully higher" than first six months, with peak financial losses for the streamer coming in FY2022 https://t.co/3F4JlIOZMy
— Todd Spangler (@xpangler) November 10, 2021
Disney+ added 2 million customers in the quarter, bringing its global total to 118 million.
— Lucas Shaw (@Lucas_Shaw) November 10, 2021
They pay an average of $4, which is about 1/3 of what people pay for Netflix or Hulu.https://t.co/S23Prbp4gR
Not great for streaming service growth as a whole as the pandemic eases, but at the same time it's easy to forget when Disney+ launched it projected 60 million to 90 million subscriptions by 2024, so they are doing alright. https://t.co/4qveCJB8W7
— Trevor Croker (@trevorcroker) November 11, 2021
With all major players in streaming having reported their latest subscriber numbers for the quarter, here's how they stack up. More here on today's $DIS numbers: https://t.co/ytC4BAaGUL pic.twitter.com/rCifNPcxej
— Andrew Wallenstein (@awallenstein) November 10, 2021
The Sept 2021 quarter gain of 2.1M Disney Plus subs was the streamer’s slowest growth since launching two years ago https://t.co/3F4JlIOZMy via @Variety
— Todd Spangler (@xpangler) November 10, 2021
Oh shit! ? https://t.co/4FtNCLkfkA
— przidnt? (@przidnt1) November 10, 2021
#AMC $AMC Ahhhh but the movies are making a stunning come back! https://t.co/TQtp8IikHw
— SLWsactown (@ShirleyWoodyar1) November 10, 2021
$DIS Q4決算（11/10）
— noeru ?? オニール・米国株／決算速報 (@t_noeru) November 11, 2021
EPS、売上高❌
▷ The Walt Disney Company
︎✅ＥＰＳ：$0.37❌（予想$0.44）
✅売上高：$18.53B❌（予想$18.79B）
✅売上高成長率：+26% （YoY）https://t.co/n3IHfbdB8l
▶️ 4Q決算プレスリリースhttps://t.co/WGkJbE3jAO
— ちさと?米国株決算ガール?? (@chisato_invest) November 10, 2021
Disney Stock Sags After Q4 Results Miss Wall Street Forecasts https://t.co/QgYbf6sEgx
— Deadline Hollywood (@DEADLINE) November 10, 2021
EARNINGS: Walt Disney Q4 EPS $0.37 Adj. vs. $0.51 Est.; Q4 Revs. $18.53B vs. $18.79B Est. • Disney+ reports 118.1M subscribers (up 2.1M), missing 125.4M est. https://t.co/cRjQLCqN3G pic.twitter.com/Mh4MAulBQA
— CNBC Now (@CNBCnow) November 10, 2021
Disney
— 今村咲 (@saki_imamura) November 10, 2021
収益、EPSともに予想を下回った。Disney+会員数は1.18億人となり、Disneyの想定通りではあったが、アナリストたちの予想は下回る結果に。2024年までに2.3~2.6億人達成する目標は変わらないとのこと。DISは時間外で下落中。https://t.co/5HIqCYbJDM
Disney set to report fourth-quarter earnings after the bell https://t.co/bmwWQ9wR4V
— CNBC (@CNBC) November 10, 2021
Disney earnings are inbound after the bell. @jbursz and I have you covered:https://t.co/aWYvFJihZN
— Sarah Whitten (@sarahwhit10) November 10, 2021