Disney+ Hotstar<\/a>'s paid subscriber base has dropped 8% QoQ, or by 4.6 million, to 52.9 million for the quarter ending April 1, compared to 57.5 million in the trailing quarter ending December 31, 2022, according to Walt Disney's Q2 2023 results.

In its Q1 2023 results for the period ending December, Walt Disney reported that Disney+ Hotstar's paid subscriber base dropped by 3.8 million to 57.5 million from 61.3 million in the exit quarter of the fiscal year 2022. Walt Disney follows the October-September fiscal calendar.

In the first two quarters of fiscal 2023,
Disney+ Hotstar<\/a>'s subscriber base saw a reduction of 8.4 million subscribers. Industry watchers say that the churn in the subscriber base can be attributed to the loss of Indian Premier<\/a> League (IPL) digital rights and the non-renewal of the content deal with Reliance Jio<\/a>.

Viacom18,
Disney Star<\/a>'s rival in India<\/a>, has picked up the IPL digital rights till 2027 for a whopping sum of Rs 23,758 crore. The IPL is being streamed live on Viacom18's JioCinema app for free.

Recently, the
Reliance<\/a> Industries-owned company had also signed a multi-year, multi-million dollar content deal with Warner<\/a> Bros. Discovery for HBO<\/a>, Warner Bros., and Max Original<\/a>. Earlier, Disney+ Hotstar was the default home of HBO content in India.

The non-renewal of HBO is also expected to create a small dent in the platform's subscriber base, media analysts have said.

Disney+ Hotstar's average revenue per user (ARPU) decreased 20% to $0.59 from $0.74 in the prior quarter due to lower per-subscriber advertising revenue. The Star India-owned streaming service is available in India and certain other Southeast Asian countries.

Overall, Disney+'s paid subscriber base dropped by 2% to 157.8 million from 161.8 million in the prior quarter, primarily due to a decline in Disney+ Hotstar's subscriber base and a marginal 1% dip in the home markets of the US and Canada.

Walt Disney's quarterly revenue from international channels decreased by 18% to $1.1 billion. The company's operating income decreased 65% to $85 million, primarily due to lower advertising revenue, which was partially offset by a decrease in programming costs.

The company said that the lower advertising revenue was due to decreases in impressions and rates and an unfavourable foreign exchange impact. Lower impressions were attributable to decreases in average viewership at the company's sports and non-sports channels.

It further added that the decrease in the viewership of sports channels was primarily due to the airing of fewer IPL matches in the current quarter compared to the prior-year quarter, as the 2023 IPL season started approximately one week later than the 2022 season.

The company noted that the decrease was partially offset by airing more
Board of Control for Cricket<\/a> in India matches in the current quarter compared to the prior-year quarter.
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迪斯尼+ Hotstar失去在1 460万付费用户

迪斯尼+ Hotstar的每用户平均收入(ARPU)下降20%至0.59美元,从0.74美元第一季度由于较低的用户为广告收入。明星India-owned流媒体服务可以在印度和其他东南亚国家。总的来说,迪斯尼+的付费用户数量下降了2%,至1.578亿从1.618亿年第一季度,主要是由于迪斯尼+ Hotstar下降的用户基础和边际下降1%在美国和加拿大的国内市场。

Javed Farooqui
  • 更新2023年5月12日07:36点坚持
阅读: 100年行业专业人士
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迪斯尼+Hotstar付费用户数量下降了8%不可小觑,或者到460万年,到5290万年4月1日—第二季度末时,相比5750万年一季度截至12月31日,2022年,根据迪斯尼的2023年第二季度的结果。

在2023年一季度业绩截至12月,华特迪士尼报道,迪士尼+ Hotstar付费用户数量下降了380万年到5750万年从6130万年的四分之一的2022财政年度退出。迪斯尼是October-September财政日历。

在2023年的前两个季度的财政,迪斯尼+ Hotstar的用户数减少840万用户。行业观察人士说,用户基础的生产可以归因于印度的损失总理联赛(IPL)数字版权和内容的续聘协议依赖Jio

广告
Viacom18,迪斯尼明星的竞争对手印度,拿起IPL数字版权直到2027年高达23758卢比。IPL正在上直播Viacom18 JioCinema的免费应用程序。

最近,依赖Industries-owned公司也签署了一项多年,数百万美元的内容处理华纳兄弟发现了HBO,华纳兄弟,马克斯原始。早些时候,迪士尼+ Hotstar在印度已经默认HBO的内容。

HBO的续聘预计也将创建一个小凹痕在平台的用户基础,媒体分析师表示。

迪斯尼+ Hotstar的每用户平均收入(ARPU)下降20%至0.59美元,从0.74美元第一季度由于较低的用户为广告收入。明星India-owned流媒体服务可以在印度和其他东南亚国家。

总的来说,迪斯尼+的付费用户数量下降了2%,至1.578亿从1.618亿年第一季度,主要是由于迪斯尼+ Hotstar下降的用户基础和边际下降1%在美国和加拿大的国内市场。

迪斯尼国际频道的季度收入下降了18%,至11亿美元。公司的营业收入下降65%,至8500万美元,主要是由于较低的广告收入,由减少编程部分抵消成本。

该公司表示,较低的广告收入是由于减少印象和外汇利率和不利的影响。印象是归因于减少平均收视率低的运动和非运动型的渠道。

广告
进一步补充说,体育频道的收视率下降主要是由于更少的IPL匹配的播放当前季度比上年度同期季度,随着2023年联赛赛季比2022赛季开始大约一星期后。

该公司指出,部分抵消了减少播放更多板球管理委员会在印度匹配当前季度比上年度同期季度。

  • 发表在2023年5月12日凌晨07:35坚持
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Disney+ Hotstar<\/a>'s paid subscriber base has dropped 8% QoQ, or by 4.6 million, to 52.9 million for the quarter ending April 1, compared to 57.5 million in the trailing quarter ending December 31, 2022, according to Walt Disney's Q2 2023 results.

In its Q1 2023 results for the period ending December, Walt Disney reported that Disney+ Hotstar's paid subscriber base dropped by 3.8 million to 57.5 million from 61.3 million in the exit quarter of the fiscal year 2022. Walt Disney follows the October-September fiscal calendar.

In the first two quarters of fiscal 2023,
Disney+ Hotstar<\/a>'s subscriber base saw a reduction of 8.4 million subscribers. Industry watchers say that the churn in the subscriber base can be attributed to the loss of Indian Premier<\/a> League (IPL) digital rights and the non-renewal of the content deal with Reliance Jio<\/a>.

Viacom18,
Disney Star<\/a>'s rival in India<\/a>, has picked up the IPL digital rights till 2027 for a whopping sum of Rs 23,758 crore. The IPL is being streamed live on Viacom18's JioCinema app for free.

Recently, the
Reliance<\/a> Industries-owned company had also signed a multi-year, multi-million dollar content deal with Warner<\/a> Bros. Discovery for HBO<\/a>, Warner Bros., and Max Original<\/a>. Earlier, Disney+ Hotstar was the default home of HBO content in India.

The non-renewal of HBO is also expected to create a small dent in the platform's subscriber base, media analysts have said.

Disney+ Hotstar's average revenue per user (ARPU) decreased 20% to $0.59 from $0.74 in the prior quarter due to lower per-subscriber advertising revenue. The Star India-owned streaming service is available in India and certain other Southeast Asian countries.

Overall, Disney+'s paid subscriber base dropped by 2% to 157.8 million from 161.8 million in the prior quarter, primarily due to a decline in Disney+ Hotstar's subscriber base and a marginal 1% dip in the home markets of the US and Canada.

Walt Disney's quarterly revenue from international channels decreased by 18% to $1.1 billion. The company's operating income decreased 65% to $85 million, primarily due to lower advertising revenue, which was partially offset by a decrease in programming costs.

The company said that the lower advertising revenue was due to decreases in impressions and rates and an unfavourable foreign exchange impact. Lower impressions were attributable to decreases in average viewership at the company's sports and non-sports channels.

It further added that the decrease in the viewership of sports channels was primarily due to the airing of fewer IPL matches in the current quarter compared to the prior-year quarter, as the 2023 IPL season started approximately one week later than the 2022 season.

The company noted that the decrease was partially offset by airing more
Board of Control for Cricket<\/a> in India matches in the current quarter compared to the prior-year quarter.
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