Report: Disney+ Generated $270 Million in ‘Mulan’ PVOD Sales

The Walt Disney Co.’s calculated foray into premium VOD distribution for original movie Mulan reportedly has been a fiscal home run. Yahoo! Finance, citing data from 7Park Data, contends the movie has been purchased by 9 million Disney+ subscribers for $29.99 each through Sept. 12. That tally would suggest the $200 million budget movie, which was released on Sept. 4, has generated an impressive $270 million in direct-to-consumer revenue.

Unlike a typical PVOD transaction that gives a viewer a limited time period, usually 48 hours, to watch the movie, the Disney PVOD system, dubbed Premier Access, is set up to allow Disney+ subscribers to pay the premium fee to unlock the movie on Disney+ for as long as they are subscribers, effectively giving those who pay early access to the movie before it becomes available to all subscribers in a few months.

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App download tracking firm Sensor Tower previously disclosed that downloads of the Disney+ app skyrocketed 68% through the Labor Day weekend (Sept. 4-6), compared with the previous-week time period. Samba TV, which tracks viewership on smart TVs, reported that 1.1 million U.S. households watched Mulan on Labor Day weekend.

Disney has not officially released any Mulan sales data, but CFO Christine McCarthy Sept. 10 told an investor group the media giant was “very pleased” with PVOD sales data thus far.

The results, if true, would be another dagger to the theatrical window and suggests that Disney’s theatrical brand resonates (at significantly higher margin) as much with consumers in the home as at movie theaters. Disney generated a staggering $11.1 billion at the global box office in 2019 — including 33% of all domestic box office ticket sales. It was the first time a studio had controlled that much of the North American box office since 1999, according to Comscore.

Regardless, the movie, which stars Liu Yifei in the iconic Mulan role, had received middling reviews, plenty of controversy over filming locations in China accused of violating the human rights of ethnic Muslims, and lackluster box office sales in the Communist country.

Quibi App Downloads Top 830,000 After Three Days

After a sluggish start, Jeffrey Katzenberg and Meg Whitman’s ambitious, mobile-centric SVOD platform, Quibi, appears to be gaining consumer traction, generating 830,000 app downloads since its April 6 launch, according to new data from Sensor Tower.

Quibi, which stands for “quick bites,” is backed by $1.75 billion investor capital affording it with original short-form (no longer than 10 minutes) content from top producers such as Steven Spielberg and Guillermo del Toro, among others.

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Quibi reportedly was the sixth-ranked app on Google Play through April 9; 20th among free apps on the App Store.

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While the numbers appear promising, they’re also reflective of free 90-day trial periods and heavy cross promotions with T-Mobile and other carriers. As such, Quibi is reportedly not giving any official comment on the download numbers.

After a trial period, Quibi costs $4.99 per month with advertising; $7.99 for an ad-free subscription.

Report: Disney+ App Downloads Topped 31 Million in Q4

Consumer interest in Disney+ continued strong through the end of 2019, with subscription streaming video platform’s app downloaded more than 31 million times in the fourth quarter, according to new data from SensorTower.

The app downloads were more than double the total for the next closest app, TikTok. Disney+ was also the top app on the App Store in the U.S. It ended YouTube’s four-quarter run at No. 1. By comparison, Netflix had nearly 10 million app downloads in the quarter, including 6 million on the App Store and less than 4 million on Google Play.

An app download does not automatically translate into a paid subscription. Netflix, as a matter of new policy, no longer reveals free trial subscriptions.

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According to the tracking firm, Disney+, which launched Nov. 12, 2019, had more than 12 million U.S. installs on Google Play. No app had surpassed 10 million U.S. downloads on Google Play in a quarter since Messenger in 2017.

Disney+ was the No. 9 app by worldwide downloads in Q4 2019. It achieved this despite launching well into the quarter.

The report suggests Disney+ grossed more than $50 million in its first 30 days, even with a seven-day free trial — ahead of SVOD rivals HBO Now and Showtime OTT. Disney+ reportedly earned more than HBO Now’s best month — the latter streaming the final season of “Game of Thrones”.

Worldwide, TikTok, the Chinese-owned social media/music platform, remains the most-popular app with nearly 220 million downloads. This represented a 24% increase over Q3 2019 and 6% growth from the previous-year period.

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WhatsApp remained popular, leading four Facebook-owned apps in the top five. WhatsApp experienced a huge growth of 39% Q/Q in 4Q19, after decreased downloads in the previous four quarters.


Netflix Hits Q3 Mobile App Home Run

Netflix doesn’t report third-quarter (ended Sept. 30) financial results until Oct. 16, but the streaming video behemoth apparently hit another fiscal home run with its mobile app.

The SVOD pioneer generated $243.7 million in Q3 revenue from its app, which was up 90% from $128.2 million in revenue in the previous-year period, according to Sensor Tower, which monitors the app ecosystem globally.

The company said the Netflix mobile app has generated about $1.4 billion in global revenue from Google Play and the Apple App Store since its inception. Google’s Android OS didn’t offer a Netflix app until 2011.

Indeed, Sensor said Netflix added 50 million app downloads in Q3 — up 36% from last year. The service now has more than 600 million mobile apps installed worldwide.

Consumer SVOD Mobile App Spending Rose 77% in 2017

Consumer spending on the top 10 mobile apps for subscription video-on-demand services via the App Store and Google Play rose 77% in 2017 to about $781 million compared to 2016, according to new data from Sensor Tower. Revenue grew almost 88% just in the fourth quarter to $242 million.

As expected, Netflix topped all SVOD apps, generating $290 million in revenue in 2017, up 113% from 2016. Notably, apps from YouTube, Starz and CBS All Access grew even more at 154%, 147% and 128%, respectively.

The data underscores the brand strength of Netflix generating revenue from alternative sources. The SVOD pioneer generated total 2017 revenue of $11.67 billion, including $3.28 billion in Q4.

The report suggests programing plays a big part in app use. HBO Now saw revenue peak to $67.3 million in Q3 when season seven of “Game of Thrones” aired. Revenue declined 21% in Q4 to $53.2 million.

CBS touted Star Trek reboot “Star Trek: Discovery” as a revenue driver. And it didn’t disappoint. Spending increased 105% in Q3 to $4.1 million compared to $2 million in the previous-year period. Revenue grew 33% to $5.4 million into Q4.