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Disney plans to start cracking down on Disney+ password sharing starting in June, Disney CEO Bob Iger said in an interview with CNBC earlier this week. Iger said that Disney needs to turn its streaming business into a growth business, and one way to do that is to force households that are sharing passwords to sign up for their own accounts.

disney-plus.jpg

"In June, we'll be launching our first real foray into password sharing," said Iger. "Just a few countries and a few markets, but then it will grow significantly with a full rollout in September."

Iger did not clarify where the password sharing lockdown will start, but it sounds like it will be largely worldwide when September rolls around.

Disney+ competitor Netflix put a stop to multi-household password sharing in 2023, and it ended up being a major revenue driver for the company. Netflix saw strong subscriber growth, gaining 8.8 million new subscribers in Q3 2023 after cracking down on password sharing.

Iger said that he admires what Netflix has done, calling the company the "gold standard in streaming."
Netflix is the gold standard in streaming. They've done a phenomenal job in a lot of different directions. I actually have very, very high regard for what they've accomplished. If we can only accomplish what they've accomplished, that would be great.
Disney+ launched in 2019, and since then it has grown into the number two streaming service in terms of subscribers after Netflix. Prior to when Iger returned to Disney 2022, Disney+ was bleeding money as Disney focused on subscriber growth. Disney+ will see its first profitable quarter in the fourth fiscal quarter of 2024 under Iger's leadership.

Disney's streaming service has more than 110 million subscribers worldwide, and it has been integrating Hulu content into Disney+ in order to boost customer engagement. Disney+ is now priced at $10.99 per month for an ad-free subscription, or $7.99 for a subscription with ads.

Article Link: Disney+ Password Sharing Crackdown to Start in June
 
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This will be interesting to see how this works, sometimes when at home I’m connecting via my cellular network on my device and sometimes using the Apple HDMI adapter and other times connected via hotspot on my Apple TV and other times connect via my Visible hotspot and other times connecting with my computer with one of those hotspots and other times over at my brother’s house and AirPlay via my cellular network other times connected to his Wi-Fi Using AirPlay.

All those instances are for one user one account, me.
If they’re going to play games and only allow me to connect to one IP address or only allow one GPS location for the account they will lose me as a customer. o_O
 
If you want to share the account with your kid(s) away for college, create a separate email address, switch your Disney and Netflix accounts to use this email, and share the email access with your family members. The next time your kid tries to use Disney Bundle in college dorm, Disney will send a verification code to this shared email address.
 
I could be wrong but seems like when D+ first came out they didn't care about you sharing your account. You had 5 profiles to do as you pleased.
Netflix was the same way. Funny how it is okay when they want to build up their views and have their stocks go up, but when originals quantity and quality go down so subscribers go down they blame it on the sharing
 
If you want to share the account with your kid(s) away for college, create a separate email address, switch your Disney and Netflix accounts to use this email, and share the email access with your family members. The next time your kid tries to use Disney Bundle in college dorm, Disney will send a verification code to this shared email address.
Or set up an email forwarding filter to relay those emails to everyone.
 
Some of the more recent disinterest has to do with superhero movie fatigue.




I'm not sure it's fair to look at box office numbers for 2021 and at least the first half of 2022 due to the pandemic shutting down movie theaters and movie production, plus some people were hesitant to go back in 2022 when theaters started opening up while others got used to watching movies at home


Key Facts
  • 62% of American adults are comfortable going to a movie theater, compared to a low of 12% who were comfortable doing so in May 2020, shortly after the pandemic began.
  • 36% of respondents said concern about Covid-19 is a major reason why they don’t regularly see movies in theaters, with 25% saying it's a minor reason and 39% saying it’s not a reason at all.
  • Only 41% of respondents said they sometimes or often see movies in theaters, compared to 59% who said they did so before the pandemic started.
  • Over half of respondents, 55%, said they are more interested in watching movies at home, 50% said it’s too expensive to see movies in theaters and 32% said they aren’t interested in the movies playing in theaters are major reasons why they don’t go to theaters.
  • Approximately half of internet adults in the U.S. reported attending the cinema over a three-month period, a substantial increase over 2021 totals, but still short of historic trends.
  • Currently, 22% of internet adults attend the cinema multiple times per month, mirroring pre-pandemic levels in 2018 and 2019. However, the survey data shows a shortfall in overall cinema attendance due to infrequent movie-goers being hesitant to return to the theater.
  • The survey also found that frequent movie-goers use more SVOD and AVOD services but spend the least amount of time watching TV/video content each day compared to infrequent/non-movie goers.


While Disney has had some good box office results from a few movies...

They also had quite a few disappointments...
 
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Some of the more recent disinterest has to do with superhero movie fatigue.




I'm not sure it's fair to look at box office numbers for 2021 and at least the first half of 2022 due to the pandemic shutting down movie theaters and movie production, plus some people were hesitant to go back in 2022 when theaters started opening up while others got used to watching movies at home


Key Facts
  • 62% of American adults are comfortable going to a movie theater, compared to a low of 12% who were comfortable doing so in May 2020, shortly after the pandemic began.
  • 36% of respondents said concern about Covid-19 is a major reason why they don’t regularly see movies in theaters, with 25% saying it's a minor reason and 39% saying it’s not a reason at all.
  • Only 41% of respondents said they sometimes or often see movies in theaters, compared to 59% who said they did so before the pandemic started.
  • Over half of respondents, 55%, said they are more interested in watching movies at home, 50% said it’s too expensive to see movies in theaters and 32% said they aren’t interested in the movies playing in theaters are major reasons why they don’t go to theaters.
  • Approximately half of internet adults in the U.S. reported attending the cinema over a three-month period, a substantial increase over 2021 totals, but still short of historic trends.
  • Currently, 22% of internet adults attend the cinema multiple times per month, mirroring pre-pandemic levels in 2018 and 2019. However, the survey data shows a shortfall in overall cinema attendance due to infrequent movie-goers being hesitant to return to the theater.
  • The survey also found that frequent movie-goers use more SVOD and AVOD services but spend the least amount of time watching TV/video content each day compared to infrequent/non-movie goers.


While Disney has had some good box office results from a few movies...

They also had quite a few disappointments...
We like Dial, ant man
not Marvels, Wish
 
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Still unsure as to what exactly constitutes "password sharing". If you have an Apple TV at your house, and another one at a different locale (say, your parent's home) and are logged in there, is that password sharing even if said parents don't use that Apple TV?
 
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