D2C News

By George Szalai January 7, 2020 | Walt Disney's streaming business, including the recently launched Disney+ as well as Hulu and ESPN+, is being valued by the stock market at more than $100 billion, Barclays analyst Kannan Venkateshwar estimates. The Barclays analyst in a Monday report estimated the enterprise value of Disney’s core business, including its movie, networks and theme parks operations, at...

By Erik Hayden December 17, 2019 | A new survey of Disney+ subscribers suggests that the most-viewed content category on the platform isn't new originals but its library of vault classics like The Lion King and Mary Poppins. Roughly 22 percent of Disney+ subscribers among all age groups say they watch classics the most on the platform, topping those who cite Star Wars (21 percent), Marvel (15 percent),...

By Christopher Palmeri December 13, 2019 | Walt Disney Co.’s new streaming service, Disney+, signed up 10 million customers last month, well ahead of expectations. And it’s got a buzzy show with the Star Wars spinoff The Mandalorian. Now the world’s largest entertainment company has to figure out how to keep people from canceling the service after that series’ season finale on Dec. 27 or when...

By Rafi Mohammed November 22, 2019 | Remember the not-so-long ago days when Netflix was the king of streaming services? Back then it was an easy segment for the company to command: “For the pleasure of viewing our content, your only option is to go all-in for our unlimited usage plan.” But today, with so many streaming services available, offering only all-you-can-watch is...

By Tom Dotan and Kevin McLaughlin November 13, 2019 | Disney’s revelation on Wednesday that it signed up 10 million subscribers for Disney Plus on its first day was as strong an indication as any that it will quickly become a formidable player in the streaming space—and also gave some explanation for its early technical woes. The various glitches were a reminder...

By Tara Lachapelle November 13, 2019 | One major consequence of the streaming wars is that they’ve caused a new kind of consumer frustration. It feels like everything is becoming segregated across various services with their own individual paywalls. That requires knowing which TV programs and movies reside where, having to toggle among those different apps — which isn’t as smooth as simply channel-surfing —...

By Todd Spangler October 29, 2019 | WarnerMedia revealed that HBO Max will debut in May 2020 in the U.S., marketed heavily through parent company AT&T’s existing customer base. HBO Max is WarnerMedia’s multibillion-dollar bet it can lure consumers into a big new tent at an increasingly crowded streaming bazaar. The new details come just ahead of two other new subscription VOD arrivals — Apple TV Plus (Nov....

By Variety Staff October 28, 2019 | The reviews for Apple TV Plus’ first four original series — “The Morning Show,” “See,” “Dickinson” and “For All Mankind” — dropped on Monday morning, providing the first takes on Apple’s original TV content strategy. “The Morning Show,” starring Jennifer Aniston, Reese Witherspoon and Steve Carell, follows a popular news program grappling with the aftermath of a...

By Kirsten Chuba October 21, 2019 | After announcing six new nonfiction projects ⁠— ⁠including a Mikey Mouse documentary that is a "passion project" for Disney CEO Bob Iger ⁠— Disney+ president of content and marketing Ricky Strauss told The Hollywood Reporter on Friday that in addition to a platform that includes the full Disney library, The Simpsons, Fox classic films and originals from Disney, Pixar, Marvel, Star Wars and Lucasfilm, nonfiction...