Disney Plus Tops 15 Million App Downloads, Still Hasn’t Slowed Down Netflix

Disney Plus has been going gangbusters two weeks after its debut, notwithstanding the technical issues at launch. But the strong interest in the Mouse House’s new streaming service, at this point, isn’t derailing the momentum of Netflix or other services like Amazon Prime Video or HBO, according to new data.

From Nov. 12-24, the Disney Plus mobile app for iOS and Android was downloaded an estimated 15.5 million times, with 86% of those in the U.S., according to app-analytics researcher Apptopia. That’s an average of nearly 1.2 million per day over the 13-day period. Disney Plus has ranked as the No. 1 overall free app in the U.S. on Apple’s App Store and Google Play since launch.

In the past week, Disney Plus has averaged 25.6 million sessions per day — a sign users “have been highly engaged” with the service, says Apptopia VP of insights and global alliances Adam Blacker.

At the same time, Apptopia’s data shows that Netflix, Amazon Prime Video and HBO have been unaffected by Disney Plus: Based on U.S. data for those apps, download and user session trends have remained consistent with trends pre-Disney Plus launch.

Preliminary data indicates that the launch of Disney Plus has been a boon to Hulu and ESPN Plus — given that Disney is offering a discounted bundle of all three services for $12.99 per month. Both Hulu and ESPN Plus apps have seen an increase of over 50% in downloads from Nov. 12-24 compared with with the 13 days prior to Disney Plus’ launch, per Apptopia. Downloads of the Roku app also have increased since the Disney Plus launch.

But it’s important to note that number of app downloads doesn’t equate to the actual number of active users or subscribers — and it’s still unclear how many people are actually paying for Disney Plus.

Disney announced that Disney Plus had more than 10 million sign-ups on launch day and in the weeks leading up to it. First, there’s no way to independently corroborate that. Also, Disney didn’t say how many of those are on Verizon’s one-year-free giveaway offer for unlimited wireless customers and new broadband subs.

In the first 13 days, Disney Plus generated about $5 million through in-app purchases (after subtracting app store fees), Apptopia estimated. That’s not a significant indicator of Disney Plus’ overall subscriber base given the service’s one-week free trial, the Verizon promo, and the fact that users can sign up and pay for Disney Plus on the web.

As for the Apptopia download figures, the estimates cover only mobile apps, excluding connected-TV apps or direct access through the Disney Plus site. In addition, Disney Plus account holders can download and install multiple apps on several devices: Each account can create up to seven profiles and access up to four simultaneous streams. So, for example, if a primary account holder has the Disney Plus app on their smartphone and also installs it on a kid’s phone, Apptopia counts that as two downloads. (Apptopia does not count app reinstalls on the same device.)

For now, it may be true that Disney Plus isn’t causing customers of other streaming services to rush out en masse to cancel. But for Netflix, Wall Street remains cautious about where the chips will fall longer term — especially with the pending entree of HBO Max and NBCUniversal’s Peacock next year.

“While early trends indicate that Netflix is weathering the impact of the Disney+ launch, we are still in the early innings of major competitive launches as new services come online in the U.S. and expand to other key markets,” Instinet analyst Mark Kelley wrote in a Nov. 22 note. “We think that investors will remain cautious until reported results tell the same story.” The analyst maintains a “neutral” rating on Netflix, citing “concerns around valuation and capital intensity.”

More TV

  • Leonine Takes International Rights to Premium

    Leonine Takes International Rights to Premium Series 'Herzogpark'

    German media group Leonine has taken international distribution rights to the six-part premium series “Herzogpark,” following a deal with its producers Letterbox Filmproduktion (“Bad Banks”). The rights for German-speaking territories are held by Mediengruppe RTL Deutschland. The dramedy centers on four women from Munich’s upscale Herzogpark district, for whom keeping secrets has become a life’s [...]

  • Luna Nera Netflix Italy

    Italy's Women Filmmakers Set to Make Waves

    The Berlinale in recent years has been a prime launching pad for Italian films directed by women, which though fewer in number to their male counterparts, make up a considerable portion of the country’s representation on the festival circuit — Alice Rohrwacher (“Happy as Lazzaro”) at Cannes, Susanna Nicchiarelli (“Nico”) at Venice, and Berlin regular [...]

  • Love Me Scandinavian Cinema

    Scandinavia Ups Its Game With So Many Markets for Its Fare

    When the Nordic entertainment group, one of Scandinavia’s largest media groups, announced last month during the Goteborg Film Festival that it was pulling out of non-scripted content to focus on scripted drama, and film production and distribution, it underscored two market trends in the Nordics: Subscription-based services, whether local or global, are driving the region’s [...]

  • Louis Hofmann in Prélude

    Berlin: Louis Hofmann Cast in Damian John Harper's 'Fresh' (EXCLUSIVE)

    German star Louis Hofmann is set to topline Damian John Harper’s upcoming drama “Fresh,” a German-language adaptation of Scottish writer Mark McNay’s novel of the same name. Hofmann plays a young man who must emancipate himself from his tyrannical older brother. Unlike the book, which is set in the outskirts of Glasgow, the film’s story [...]

  • Steve Stark

    Steve Stark Named President of Newly Formed MGM/UA Television

    The newly formed MGM/UA Television label has found a president in Steve Stark, who previously served as MGM’s president of scripted television production and development. MGM Worldwide Television Group chairman Mark Burnett made the announcement late Friday, adding that Stark has extended his contract with the studio as part of his new role. “We are [...]

  • Bad Education

    TV News Roundup: HBO Sets Premiere Date for Hugh Jackman's 'Bad Education' (Watch)

    In today’s TV News roundup, HBO Films set the premiere date for “Bad Education” starring Hugh Jackman and Allison Janney and “Volcano Live! with Nik Wallenda” tapes Chris Harrison and Sage Steele as hosts. CASTING “The Bachelor” host Chris Harrison will host “Volcano Live! with Nik Wallenda” alongside co-host Sage Steele of ESPN, ABC announced. [...]

  • Randall Park Ed Helms

    Randall Park, Ed Helms to Host Hybrid Alternative-Scripted Series 'True Story' for NBC

    Ed Helms and Randall Park are attached to co-host a hybrid scripted-alternative series titled “True Story” at NBC. The hour-long show has received a six-episode order. It is based on the Australian series “True Story with Hamish & Andy.” In the series, everyday Americans sit down with Helms and Park to share their most extraordinary [...]

More From Our Brands

Access exclusive content