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As expected, Disney tweaked guidance for D+ growth due to the loss of cricket in India.
— Brooks Barnes (@brooksbarnesNYT) August 10, 2022
Now projecting 215-245M by 2024, down from 230-260M, with low-price India subs accounting for decline.
Disney re-promised that D+ will be profitable by '24.https://t.co/LZ21DGUOSO
Disney+ added 14.4 million subs, about 45 percent more than Wall Street expected, bucking a broader streaming slowdown. More news in this article, including a $3 price hike for Disney+ in current form: https://t.co/LZ21DGUOSO
— Brooks Barnes (@brooksbarnesNYT) August 10, 2022
“During the fiscal third quarter Disney+, Hulu and ESPN+ combined to lose $1.1 billion”
— TV Grim Reaper (@TVGrimReaper) August 10, 2022
Maybe nobody’s *ever* going to make money in SVOD. https://t.co/U2Oq19kfpH
Walt Disney shares jump 5% after-hours; company reports earnings beat on the strength of its parks, but bigger-than-expected streaming operating loss & hikes price of ad-free Disney+ plan https://t.co/9gQizKgodn pic.twitter.com/hdV7hIjIdn
— CNBC Now (@CNBCnow) August 10, 2022
$DIS Disney streaming subscriber growth blows past estimates, as company beats on top and bottom linehttps://t.co/cH7aIr1bAB
— Top Stock Alerts (@TopStockAlerts1) August 10, 2022
Disney
— 今村咲 (@saki_imamura) August 10, 2022
収益・EPSともに予想以上。遊園地やクルーズなどを含む部門の売上が前年比72%増で、Genie+などの新しいサービスで遊園地の客単価も上昇。また、Diseny+の会員数が予想の1.47億人を上回る1.52億人に。
DISは時間外に7%近く上昇。https://t.co/Vb3Orxb5iU
EARNINGS ALERT: Walt Disney Q3 EPS $1.09 Adj. vs. $0.96 Est.; Q3 Revs. $21.50B vs. $20.96B Est. • $DIS https://t.co/oxHlKMPDmv
— CNBC Now (@CNBCnow) August 10, 2022
Disney’s Streaming Services Just Passed Netflix In Total Subscribers https://t.co/2ZjmE2uwJZ pic.twitter.com/WpgzEYkDpi
— Deadline Hollywood (@DEADLINE) August 10, 2022
Disney is the first company to ever pass Netflix for Total Entertainment Streaming Subscribers
— Benji-Sales (@BenjiSales) August 10, 2022
• Disney (D+, ESPN+, Hulu) - 221.1m
• Netflix - 220.6m
Disney gained 16 Million Subscribers across its platforms last quarter while Netflix lost 1 Millionhttps://t.co/SbUw35FwNp pic.twitter.com/8gbxgPEfAO
ディズニーの6月時点での配信サービス会員数は2億2110万人で、初めてNetflixを抜いた。内訳はディズニープラスが1億5200万人、ESPN+が2280万人、Huluが4620万人。Netflixは2億2067万人で、この四半期で100万人減少している。https://t.co/hO8ltd0N4Q
— 永遠 (@awzotp) August 10, 2022
It’s Disney earnings day!
— Alex Sherman (@sherman4949) August 10, 2022
Outside of Netflix, Disney is the industry’s biggest streaming story.
Disney needs to average 8.5m net Disney+ adds to hit the low end of its e2024 target (230m global subs).
Analysts estimate Disney+ will add about 10m this q. https://t.co/rEYjRUX3YE
Disney's earnings results could define how the media industry views streaming's future https://t.co/SMXig2DTBK
— CNBC Tech (@CNBCtech) August 10, 2022
Will Disney top estimates with a bigger Disney+ net adds quarter than expected? 10 million is the avg analyst est.
— Alex Sherman (@sherman4949) August 10, 2022
Or, will this be the quarter Disney lowers its 230m-260m Disney+ sub guidance? https://t.co/rEYjRUX3YE
That was a lot of information!
— Alex Sherman (@sherman4949) August 10, 2022
Main takeaways:
*Disney firmly in the "don't panic" column (https://t.co/rEYjRUX3YE)
*Disney raising prices to make up for growing streaming losses
*Disney lowering 2024 D+ forecast but investors shrug, perhaps a sign they expected bigger cut
Disney's earnings results could define how the media industry views streaming's future https://t.co/4u2IZBrdSz
— CNBC (@CNBC) August 10, 2022
Disney+の6月四半期末での加入者が2億2110 万人に達し(Hulu、ESPN+含む)、Netflixの2億2070万人を抜きました。また12/8より報道されていた広告付きプランは月額8ドル、現在の広告なしプランは月額8ドルから11ドルに値上げされますhttps://t.co/5McHteXgww
— 元編集長の映画便り (@moviewalker_bce) August 11, 2022
so much for "go woke, go broke"
— Brooks Barnes (@brooksbarnesNYT) August 10, 2022
🤷♂️https://t.co/LZ21DGUOSO
A huge thanks to all our creative partners and incredible storytellers for fuelling the @DisneyPlusHS rocketship https://t.co/GIu3JT0PuN
— Nikhil Madhok (@madhoknikhil) August 11, 2022
Disney reports earnings after the bell – here's what to expect https://t.co/xVz8zLRrHg
— CNBC (@CNBC) August 10, 2022
Wow, Ron Desantis’ boycott of @Disney helped them have one of their best quarters ever. This guy is an impotent blowhard. @TheRickWilson @NikkiFried https://t.co/lSoZfXce6d
— Paul Jacobs (@PaulJacobsMedia) August 10, 2022
디즈니 스트리밍 구독자 수 넷플릭스 제쳤다.
— 테일러콘텐츠 TailorContent (@tailorcontents) August 10, 2022
경쟁 업체가 구독자 수로 넷플릭스를 넘어선 것은 처음입니다.
디즈니는 2억 2110만 명*을, 넷플릭스는 2억 2067만 명을 기록(올해 6월 기준).
* 디즈니+, ESPN+, Hulu를 합친 수.https://t.co/VAQFR1U56Q pic.twitter.com/MQGa46iqrX
🟦➕ vs 🟥:
— ⏮️ DEJAVIEW 📶 (@GetDejaView) August 11, 2022
4 streaming services beat 1! HAHA!
Including 1 dedicated to sports, something Netflix doesn't have. HA!
But we win! Ignore that asterix.
Star+? Yeah it's in there, we just don't say it out loud.#DisneyBundle #ComboPlus #2Services1Libraryhttps://t.co/Tk6NZgjcOG