- Disney Plus lost 700.00 subscribers in the last quarter
- This is the first time that the service has published a quarter of quarterly subscribers
- But the service is obtaining more income than ever
Disney Plus has lost 700,000 users since September 28, 2024, probably due to price increases and their repression to share passwords, but I have bad news for you: that will not prevent Disney from increasing prices again. In fact, Disney’s tactics have been a complete success.
At first, it does not seem like a victory in Disney; After all, this would mark the first time that he has published a quarterly subscriber drop since the Disney Plus platform was launched. But this negative milestone is not significant when you enter the numbers.
First, the platform is now in 124.6 million users, below 125.3 million, so 700,000 represents just over 0.5% of users who leave among their quarterly reports. Meanwhile, those price increases, which saw Disney Plus with ads from $ 7.99 to $ 9.99 and the level without ads reaches up to $ 15.99 from $ 13.99, represent an increase of 25% and 14%, respectively, for each level , so the remaining subscribers rather than cover the cost of the people who leave.
But the real trick for people who wait in some way to convince Disney, Netflix, and the rest of the price and repressions to share passwords are a bad idea is this: when investigating this article, I discovered that the fall in subscribers Disney was one of the International Disney Plus users – not those in the US or Canada where these significant price increases occurred. In fact, the United States numbers and Canada Disney Plus increased by 800,000 in the last quarter despite the increase.
Then, according to Disney’s profit report, in the United States and Canada, Disney Plus went from winning an average of $ 431.2 million per month to $ 453.83 million, and in general, it went from $ 902.16 million to $ 940.73 million per month .
All this is, as strong as we are all about hating price increases and not being able to share our passwords for free, companies are encouraged to continue doing it because, financially, it is a clearly successful strategy. So, although Disney is expected to lose even more subscribers in your next quarterly report, do not wait for the course to change in the short term, and however much I hate saying it, wait for 2025 to include many more price increases in the best . Transmission services and more passwords to share repressions as well.