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Chronicles

The story behind the story

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Disney+ misses on Q1 subscriber estimates, reaching 103.6M subscribers vs. 109.3M expected; ESPN+ subscribers rose 75% YoY to 13.8M, Hulu grew 30% YoY to 41.6M

with one worrisome difference Christopher Baugh / iPhone in Canada Blog : Disney+ Sees Subscriber Growth Slow in Q1 2021 Shawn Knight / TechSpot : Disney+ finishes the quarter with 103.6 million subscribers as explosive growth slows Christian Zibreg / MUO : Disney+ Subscriber Growth Is Slowing After a Price Hike Tweets: Alex Sherman / @sherman4949 : Disney: Yeah, we missed on subscribers, but guess what?! Netflix did too. Netflix: ARPU scoreboard. https://www.cnbc.com/... Chris Keall / @chriskeall : Mixed first quarter results for Disney's three big streaming services (Disney+, Hulu and ESPN+). Disney+ disappointed analysts by adding “only” 8.7m subs in the three months to March 31. As with Netflix, subscriber growth is slowing as lockdowns ease https://twitter.com/... Ian Sherr / @iansherr : Shucks. It's only crazy successful instead of ludicrously successful. https://twitter.com/... See also Mediagazer

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Discussion

  • @sherman4949 Alex Sherman on x
    Disney: Yeah, we missed on subscribers, but guess what?! Netflix did too. Netflix: ARPU scoreboard. https://www.cnbc.com/...
  • @chriskeall Chris Keall on x
    Mixed first quarter results for Disney's three big streaming services (Disney+, Hulu and ESPN+). Disney+ disappointed analysts by adding “only” 8.7m subs in the three months to March 31. As with Netflix, subscriber growth is slowing as lockdowns ease https://twitter.com/...
  • @iansherr Ian Sherr on x
    Shucks. It's only crazy successful instead of ludicrously successful. https://twitter.com/...