HBO, HBO Max, and Discovery+ had a combined 92.1 million subscribers at the end of Warner Bros. Yes, combined the individual services making up the Disney Bundle just surpassed Netflix in overall global subscribers. Adding the trio of services up, Disney as a company now has a grand total of 221.1 total streaming subscribers. The third member of the Disney Bundle, ESPN+, now has 22.8 million subs. By the end of 2024, Disney expects to have 135-165 million Disney+ subscribers and another 80 million Disney+ Hotstar subs. Disney+ AVOD will beat Netflix AVOD to market. On Wednesday, The Walt Disney Company revealed details of its upcoming AVOD tier find those, including launch date and pricing, here. Disney+ Hotstar adds 58.4 million subs on top of those. It has even more, 49.2 million, internationally. Getting more granular, Disney+ now has 44.5 million subscribers in the U.S. Disney+ĭisney+ ended fiscal Q3 with 152.1 million overall streaming subscribers, experiencing an impressive addition of 14.4 million subs from April 2 to July 2. Hulu is 2/3-owned by Disney and 1/3-owned by Comcast - yep, the parent company of that pesky Peacock again. Losses at Disney+ and ESPN+ grew, though executives forecast Disney+ profitability in 2024.
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Of Hulu’s new tally, 42 million came from straight-up Hulu SVOD, while 4 million users elected to add the Live TV service.Īlthough its operating income declined in Q3, Hulu is the only of the three Disney Bundle streamers that actually makes money. But this ain’t that up, and there is more bad news on the way when NBC pulls its programming from Hulu in favor of Peacock.
As we’ve learned from studying Netflix and Peacock, up is up. Hulu grew from 45.6 million subscribers to 46.2 million subs during Disney’s fiscal third quarter. Help may be on the horizon: NBC shows will begin to stream next-day on Peacock, no longer Hulu, this fall.
Roberts during the company’s Q2 earnings conference call. “Going from zero to 13 million paid subs in a couple of years at Peacock is a great achievement,” said Comcast chairman Brian L. While that number carried over into Q2, the lack of any second-quarter additions is alarming for a service as young and as relatively small as Peacock. To be fair to Peacock, Q1 was a disproportionately large one for NBCUniversal the streaming service had the Super Bowl and Winter Olympics in the same quarter, leading to a surge of 4 million paid subs. (And it did lose 1 million monthly active accounts from its unpaid tier.) Hey, Peacock didn’t lose (paid) subscribers in Q2 - but it didn’t add any either. The company expects to add 1 million global paid subscribers in the ongoing third quarter. The cheaper, ad-supported tier is aiming for “early 2023,” Netflix said when reporting second-quarter numbers. Netflix’s password-sharing crackdown and advertising-supported video-on-demand tier are still in their infancies both are expected to roll out in 2023. The insane popularity of “Stranger Things 4” surely helped stave off some of those expected losses. Most significantly, it didn’t lose the 2 million subs forecast at the time of its Q1 results. Still the undisputed king of streaming, Netflix ended the second quarter with 220.67 million global paid subscribers. Here, find the version we did of this same story on March 16 - back when subscriber-based streaming was still considered the (tidal) wave of the industry’s future. Amazon Prime Video and Apple TV+ do not provide much transparency into their subscriber/usage statistics - but we’ve got them too.
Where does each subscriber video-on-demand service stand? Find out the results for Netflix, Peacock, Hulu, Disney+, HBO/ HBO Max and Discovery+, and Paramount+ below.
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