Is Disney Plus one of the biggest launches of all time?
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Since Disney plus launched in November, we've seen a lot of hands that the service was popular.
Last night though Disney laid out just how popular in less than three months Disney plus hit 28.6 million members.
Now I know nothing about streaming.
So just Joan just how big is that really?
That's really big.
Like bigger than Netflix?
It's not bigger than Netflix.
But Netflix has been streaming for a decade.
Netflix is at 167 million subscribers so 28.6 you got a long way to go still but Disney, plus just launched Which is like less than 90 days ago.
Okay, so at that pace well, how many how many months away from Disney killing Netflix?
[LAUGH] That's a really good question.
Everyone wants to know that and we don't really know exactly except that.
We know that.
Disney's already, so they said it would take them five years to get to 60 to 90 million.
They're already almost half way to the lower end of that threshold.
So they're growing much faster than they thought they would, better than any expectations.
The other thing that's interesting is even though Disney Plus Launched in November, got like these millions of subscribers.
Most in the US.
Netflix is still growing in the US.
The management in the mindset of all of these competition, they did not grow a lot.
People are not really happy with how much they did grow but they still are adding members even as Disney is vacuuming up all these other people for streaming services.
So what's really hurting.
Cable.
No poor cable.
Yeah, you really gotta feel it.
Right.
Yeah.
You know, I feel really bad for them.
I mean, so where's Apple TV fit in on all this?
So they launched like,
We're on the same yeah so Apple TV launched on November 1 and Disney plus launch less than two weeks later and we don't know It's Apple, they don't say how big they are.
The things that we can kind of cobble together, we can't even cobble together any sort of numbers.
We can generally estimate that they have a lot of subscribers in the sense that they basically gave away Apple TV+ to anybody that's bought a device since September.
So that means anyone that has a new iPhone, anyone that got something under the Christmas tree or for a holiday or a present or whatever during that holiday shopping season.
They also were able to just flick a switch, basically, and turn up Probably means they have a lot, but that's not paying numbers.
So twhat's next?
When are we gonna see Disney Plus maybe have 11 joining the Avengers or something like that?
[LAUGH]
Well I don't know if that's gonna happen.
That would be a really interesting crossover.
But, I mean, we do know that Disney Plus is going to be launching in the Europe, launching in the Europe?
The Europes?
And the India, too.
[LAUGH]
They're gonna launch in Europe and India in March.
They're gonna be expanding Hulu to international markets.
Right now, Hulu's only in the US.
They're gonna expand that next year.
What, they as in Disney?
Disney, cuz Disney owns Hulu, also.
Boy.
And then in terms of originals, we know that there's gonna be the first Marvel Original Series that ties into the Marvel Cinematic Universe.
That's first ones coming in August, the next season Mandalorians in October and then they're gonna have their second Marvel Regional this summer, so there's a lot coming up this year.
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