Black Widow, the MCU's latest episode, opened last weekend, and unlike F9, which went with the (very) old model of theaters only, Disney+ released Black Widow with its hybrid premium model.
Guess who won... (Not F9)
App revenue climbed to the highest it's ever been across the App Store and Google Play last weekend. Between Friday and Sunday, Disney+ earned $7.9M in net revenue, meaning after Apple and Google took their fee, in the U.S. alone.
And the trend hasn't sloped down yet. The between Monday and Wednesday, Disney+ hauled in another $7.5M of net revenue in the U.S. for a total of $15.4M since launch.
I criticized Disney+'s premium pricing in the past, and even though the numbers look good, I still think this is experimental for Disney and for the industry. I suspect other streamers are waiting to see how this pricing model behaves when not attached to a mega-brand like the MCU.
December saw a curious split: downloads dropped 2% while revenue sat at $1.3B. ChatGPT and TikTok dominated both charts as the mobile industry enters a new maturity phase.
Wall Street bet $2 billion on Polymarket, and downloads surged 1,172% in December. The prediction market banned in 2022 is now where Wall Street looks for signals.