Disney+ Revenue Reversed the Trend

Ariel Ariel
Sep. 13

This is a single insight from This Week in Apps - AI Surge. Check out the full article for more insights.


Disney has been in the news a lot recently and mostly for their mega hits and massive controversies. What most don't talk about is the incredible speed revenue from its streaming service, Disney+, has been growing this summer.

Disney+ mobile revenue is at an all time high

If you've been following Disney+ for a while, you know that this year has been a weird year for revenue. After a big boost at the end of last year, revenue has not grown much for most of the year, and even dropped a bit for a few months prior to the summer.

Still, revenue was significantly higher than 2023. 31% higher, according to our App intelligence.

But then July happened.

This July, revenue rose 13% month over month resulting in $122M in net revenue - what Disney gets to keep after Apple's and Google's fees - globally, according to our estimates. August rose a teeny tiny bit to $124M. Not a lot, but it also didn't fall, so overall, it's a win.

Fun fact: that translates to a little over $166K per hour.

Disney+ doesn't have a history of revenue exploding during the summer, which might be a surprise to some but shouldn't. Streaming revenue is directly correlated to new releases. The bigger the better.

Although the US is the biggest earner for Disney+, the streamer earned $1M+ from 16 other countries in August. Together, those and the US were responsible for 90% of all of the revenue Disney+ generated in August.

Kingdom of the Planet of the Apes started streaming recently, as did Inside Out 2, and a new installment in the Alien series is up next. Let's see where these take revenue as we head into the holidays, when revenue traditionally increases.

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The insights in this report come right out of our App Intelligence platform, which offers access to download and revenue estimates, installed SDKs, and more! Learn more about the tools or schedule a demo with our team to get started.

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All figures included in this report are estimated. Unless specified otherwise, estimated revenue is always net, meaning it's the amount the developer earned after Apple and Google took their fee.

Tagged: #streaming

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