https://thewaltdisneycompany.com/disney-investor-day-2020/

10 new Marvel series and 10 new Star Wars series coming!!!!

3:10 PM – The panel is about twenty minutes from starting.



3:25 PM – The panel is about five minutes from starting.



3:34 PM – The panel has officially begun.



3:37 PM – Disney CEO Bob Chapek appears to discuss Disney’s shift toward a direct-to-consumer model. Disney+ now has 86.8 million subscribers worldwide as of December 2, 2020.



3:43 PM – Chapek discusses Star as an international streaming service, which will help expand more adult content outside of the standard Disney brand.



3:45 PM – Kareem Daniel explains Disney’s plans to expand their DTC efforts.



3:47 PM – Daniel indicates that there will be content that will be released first through theaters, content released simultaneously between theaters and their streaming platforms, and content released exclusively through streaming. Everything of note will end up on Disney+ eventually.



3:49 PM – Over the next few years, Disney plan to release new 10 Star Wars shows, 10 Marvel shows, and 15 Disney and Pixar shows and features.



3:50 PM – Raya and the Last Dragon will be released both in theaters and through Disney+ Premium Access.



3:52 PM – Rebecca Campbell has revealed that Hulu has 38.8 million subscribers, and ESPN+ has 11.5 million subscribers, greatly exceeding Disney’s expectations for where they had hoped to be in 2024. Disney+ will also expand to markets like Eastern Europe, Korea, and Hong Kong.



3:55 PM – Michael Paull reveals that Disney have worked a deal out with Comcast to distribute Disney+ and ESPN+ to their platforms.



3:56 PM – Paull announces a new bundle between Disney+, ESPN+, and an ad-free version of Hulu for $19.99.



3:59 PM – Campbell discusses Disney+Hotstar’s reach in India and its unique features, like live sports coverage.



4:01 PM – Campbell reveals Disney+Star as an international service.



4:02 PM – Jerell Jimerson reveals Disney+Star as an international service available in markets like Europe, Canada, Australia, New Zealand, and Singapore. The service will come with a price increase compared to the standard Disney+ model.



4:05 PM – Jimerson notes that parental controls will be necessary to access some content on Star, but the service will appear on Disney+ as the sixth main logo at the top of the Disney+ logo. Star+ will arrive in June 2021 in Latin American markets and will feature many of the same features, but will also cover live sports.



4:10 PM – Kelly Campbell is now discussing Hulu, which has seen a substantial increase in subscriptions in the past three years, coinciding with the Disney-Fox merger. The total of subscribers have doubled since 2017.



4:14 PM – Campbell says that 20th Century Studios and Searchlight Pictures will produce new movies for Hulu. Some ESPN+ content will be coming to Hulu, while the streamer will collaborate more with ABC following the success of recent election coverage.



4:16 PM – Paull indicates that subscribers to ESPN+ have tripled since the start of the service. It is the #1 sports streaming service.



4:16 PM – Paull indicates that subscribers to ESPN+ have tripled since the start of the service. It is the #1 sports streaming service.



4:19 PM – James Pitaro indicates that ESPN will have more of an emphasis on direct-to-consumer content.



4:21 PM – Pitaro announces an exclusive deal with SEC sports such as football, basketball, and baseball.



4:23 PM – Stephen A. Smith will be hosting a new ESPN+ original.



4:24 PM – Peyton Manning hypes up Peyton’s Places, which has been renewed for a third season.



4:25 PM – A short break occurs. Former Disney CEO Bob Iger will host the remainder of the 2 hour and 30 minutes of the presentation.





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