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Happy birthday, Baby Yoda!
Instead, Disney+ in August reported more than 60 million paying customers, including international markets.
It was a stunning success.
As good as the news has been to date, in theory, its possible Disney+ could backtrack.
And despite previous concerns about churn, that probably isnt an issue for the streamer right now.
Disney is failing to pivot, Greenfield says.
I get Greenfields criticisms, though I think he is being too tough on Disney+.
Whats more, the Mouses marketing machine is massive and very hard for most companies to match.
What Year Two Looks Like
2021 should see a big expansion in tentpole originals at Disney+.
The Disney synergy machine could also once again become a significant factor in driving growth next year.
There are also some potential headwinds for year two.
Most notably, lots of free trials and one-year advance subscriptions will expire in the coming weeks.
And then there is the behind-the-scenes drama at Disney+.
(Im not aloneon this front.)
None of this is necessarily a bad thing, particularly for Disney+.
These are probably the necessary aftershocks youd expect from a radical reinvention of a companys TV business.
And its not like Netflix is exactly thepicture of stabilitythese days, either.
That sort of synergy has so far been an exception, however.
Does Disney do something similar?
It seems illogical to draw digital borders between the various lands within the Disney streaming kingdom.
Oh, and lots more Baby Yoda.
