The Average Revenue Per User for Disney+, ESPN+, and Hulu SVOD is going down. I'm guessing this is due to more people subscribing to the $12.99 Disney+, ESPN+, Hulu bundle and the $69.99 Disney+ annual pass.
The increase in Average Revenue Per User for Hulu SVOD + Live TV is likely due to the $10 price jump we saw in Dec. 2019.
I wonder
how much Disney is losing per subscriber.
Quarter Ending Dec. 28, 2019
Disney+ : 26.5 million subscribers
ESPN+ : 6.6 million subscribers
Hulu -
. . . SVOD: 27.2 million subscribers
. . . SVOD + Live TV: 3.2 million subscribers
Average Revenue Per User
Disney+ : $5.56
ESPN+ : $4.44
Hulu -
. . . SVOD: $13.15
. . . SVOD + Live TV: $59.47
Quarter Ending Mar. 28, 2020
Disney+ : 33.5 million subscribers
ESPN+ : 7.9 million subscribers
Hulu -
. . . SVOD: 28.8 million subscribers
. . . SVOD + Live TV: 3.3 million subscribers
Average Revenue Per User
Disney+ : $5.63
ESPN+ : $4.24
Hulu -
. . . SVOD: $12.06
. . . SVOD + Live TV: $67.75
Quarter Ending Jun. 27, 2020
Disney+ : 57.5 million subscribers
ESPN+ : 8.5 million subscribers
Hulu -
. . . SVOD: 32.1 million subscribers
. . . SVOD + Live TV: 3.4 million subscribers
Average Revenue Per User
Disney+ : $4.62
ESPN+ : $4.18
Hulu -
. . . SVOD: $11.39
. . . SVOD + Live TV: $68.11