Direct-to-Consumer Changes the Narrative around Content

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By Michael Inouye | 4Q 2019 | IN-5688


Disney+ App Downloads Pass 15 Million


Disney+ launched on November 12, 2019 in the United States, Canada, and the Netherlands and expanded to Australia, New Zealand, and Puerto Rico the following week. In a previous ABI Insight, Disney (And Others) Looking to Shake up the OTT World (IN-5602), ABI Research called out Disney as a company looking to shake up the Over-the-Top (OTT) market and, based on early uptake figures, the company’s plan is progressing quite nicely—before the calendar changed to December, the Disney+ App was reportedly downloaded over 15 million times. While this tremendous growth is noteworthy, there are some caveats: namely Verizon offered their unlimited subscribers a free annual subscription to Disney+, including free trials that expire after one week. Regardless, the large number of users represents a profound step toward a future wher...

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