Disney+: the platform will lose 20 million subscribers, here's why

The big platforms for sstreaming like Prime Video, Netflix or even < strong>Disney+ regularly fight each other to become the one with the largest number of subscribers. The latter are the main source of revenue for SVODs and all means are good to bring them in, then stay on the platform. Quit at; losing feathers there, as Disney+ has just done.

Disney+: the platform will lose 20 million subscribers, here's why

financial problems at home the horizon?

To bring a viewer to its platform, a video service at; the request must obviously offer multiple original content unavailable elsewhere. Netflix has great independent series like La Casa de Papel, Stranger Things, Sex Education or Squid Game. Prime Video owns The Boys and Disney+ the various Marvel and Star Wars series. In addition to this, the platforms have juicy partnerships with other companies, such as Netflix which caused a scandal by offering a “Netflix” button on the remote controls of Sony televisions. Sport is very popular; also through these platforms. If Prime Video has the rights to broadcast Roland Garros, Disney+  has… the IPL, for Indian Premier League, the Indian Cricket League.

Or rather, still had IPL broadcasting rights. Indeed, Disney has just lost the rights to broadcast the IPL this Tuesday, June 14 to the benefit of the duo Paramount Global and Reliance Industries. A blow for the platform which will lose nearly 20 million subscribers following the this failure. Several analysts estimate that Disney+ will no longer be able to reach its estimates of 260 million subscribers in 2024 at any time. because of this massive loss of accounts. In June, the platform had 138 million people paying a subscription. Indian subscribers were present in the vast majority; through the “Disney+ Hotstar” service. An Indian platform focused on sports, especially Cricket, which is the activity majority physique in the country, rivaling in popularity; and in monetary flows with American football and the British Football League 1. Disney, however, retains the rights to broadcast on traditional television networks for a fee of 3 billion dollars for 5 years, with nearly 70 cable and satellite channels in the world. country. Channels she can still use to advertise; for Disney+ Hotstar.

Disney+: the platform will lose 20 million subscribers, here's why

Disney+: An advantageous loss?

However, this massive loss of Indian accounts would not really be a problemfor Disney. The subscription price to the Disney+ Hotstar platform rises to 76 cents per month on average, compared to $8 in the United States and 8.99€ in France. In terms of revenue, these subscriptions would bring the group “only” 500 million dollars. Figures which must be compared with the annual cost of broadcasting championship cricket, which is in the billions. According to the Wall Street Journal in a June 16 article, Hotstar subscribers are much less lucrative than others. Their average revenue per subscriber represents approximately 12% of that paid; by Disney+ subscribers in the United States.

Disney+: the platform will lose 20 million subscribers, here's why

Analysts explain that this would be an opportunity ; for Disney to revise its forecasts at down, as Netflix did in April when it announced its first loss of subscribers in ten years. Disney shares rose; 1.7% this week, after a 39% drop since the start of the year. Platform investors are now more interested in profitability. of the streaming project than by the growth at any price.

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