U.S. consumers have displayed a hefty interest in the latest family-friendly streaming service by Disney, Disney+. According to fresh data from Sensor Tower, that aimed at the app trends for the fourth quarter of 2019. After the mid-November launch of the app in the U.S., Disney+ registered more than 30 million downloads in Q4 2019. The figures were greater than double its next closest opponent, TikTok, Sensor Tower said.
Claiming the No. 1 Spot
The total number of downloads comprised of both the Apple App Store and Google Play downloads, with the App Store registering over 18 million of the Disney+ downloads and more than 12 million downloads on Google Play. Due to this the latest streaming app also became the most downloaded app in the Google Play and App Store, individually.
On the App Store, Disney+ surpassed YouTube and TikTok and claimed the No. 1 spot; YouTube has been defeated for the first time in the past four quarters. The app also crossed a notable milestone on Google Play, as no other app had crossed 10 million in U.S. downloads on Google Play (in a quarter) since 2017 when Facebook Messenger did it back then.
Considering revenue, Disney+ generated an amount greater than $50 million in the first month, defeating the rest subscription video on demand (SVOD) competitors, such as HBO NOW and Showtime. In December, Disney+ also grossed more U.S. revenue as compared to HBO NOW’s collection in its best month that included revenue spikes it saw during the final season of “Game of Thrones.”
In the fourth quarter, Disney+ made 16% of the total SVOD revenue in the U.S., a commendable feat, considering it only launched in mid-November. Also, it is worth noting that the app was able to touch 71% of the peak revenue of Netflix in December.
Moreover, Disney+’s 30 million U.S. downloads were greater than Amazon Prime Video and Hulu got in all of 2019.
Expanding the SVOD market
Though the app quickly seized 34% of Q4 SVOD downloads during its launch, Sensor Tower points out that downloads for other SVOD apps still increased by 12.5% quarter-over-quarter in Q4 2019, and 4.7% year-over-year. That implies that Disney+ isn’t slaughtering other apps in the SVOD market, but it’s expanding the market.
While Disney is a powerful name in the entertainment industry, Disney+ is also leveraging from its launch timing. Unlike Netflix, which had to carefully pave its way in the U.S. streaming market, nowadays consumers are willing to try new streaming apps. The launch timing of the app was impeccable just ahead of the holiday season. During this time people have ample amount of time to spend with entertainment apps and games. Adding to these moves, Disney+ was rolled out with many promotions to help push installs, including one with (disclosure: TC parent) Verizon that provided a year for free, another with Google to give three free months to Chromebook owners and a discounted bundle of Disney+, ESPN+ and Hulu for $12.99/month.
Now in its second month, after launch, Sensor Tower said that the app has reached nearly 41 million total installs across the App Store and Google Play worldwide and has grossed approximately $97.2 million in consumer spending.
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