3 FEB 2020

HOW WAS APPLE TV+ AND DISNEY+’S DEMAND IN THEIR FIRST TWO MONTHS?

Parrot Analytics has analyzed the first two months of demand data for both streamers, although they still differ in terms of international availability.

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Apple TV+ surpassed Disney+ in terms of global share, while Disney+ led in the United States, according to Parrot Analytics, which has analyzed the first two months of demand data for both streamers, revealing those following early trends.

For the months of November and December 2019, Apple earned 4.8% of digital original demand share globally, while Disney+ got 4.3%. This shouldn’t be too surprising considering the service is available internationally while Disney+ only launched in the United States, Australia, Canada, New Zealand and The Netherlands.

In the United States, Disney+ had 5.85% of digital original demand share compared to Apple TV+’s 4.6%. Apple TV+’s best performing individual market of the ten Parrot tested was Australia, where it earned 6.7% of digital original demand share. On the other hand, Disney+’s top individual market was Mexico - where the service is not yet available - with 9.98% of digital original demand share in November and December.

Apple TV+ is establishing a strong brand in the digital original drama genre. For the two months tested, the service accounted for 8.4% share globally, in third place behind only Netflix (56.7%) and Amazon Prime Video (17.1%), and ahead of Hulu and CBS All Access. Once again, the service’s best market in this genre was Australia, where it earned 12.5% of digital original drama demand share.

Meanwhile, Disney+ has made an impressive debut with the action-adventure genre, led primarily by global demand for its flagship original “The Mandalorian”. The service earned 19.4% of the global demand share for action-adventure digital originals from November 1 to December 31, 2019.

In the United States, Disney+ tied Netflix in action-adventure demand share (26.5% each), but still trailed DC Universe (32.6%). With more digital originals from the Star Wars and Marvel Comics Universe set to debut this year, Parrot expects Disney+ to further establish itself as a leader in this genre in 2020 and beyond.