Disney+ continues to grow at toute vitesse, defiant of other platforms of divertissement qui patinent, mais le service de streaming du royaume enchanté va devoir réduire ses costos s’il veut devenir rentable.

Disney+ now has 164.2 million subscribers, an increase of 12 million compared to the end of June, according to a press release on quarterly results published on Tuesday.

But the streaming platforms of the Californian group (Disney+, ESPN+ and Hulu) have more than doubled their operational losses over a year, to 1.47 billion dollars for the period from July to September.

Le groupe californien a assured que ses pertes avaient atteint leur “pire” niveau. “Elles vont beginner à diminuer pendant le trimestre en cours”, promised Bob Chapek, le patron de la société, lors de la conference telefonique aux analysts.

Il de nouveau assured que Disney+ parviendrait à la profitability en 2024.

The platform will launch on December 8 a new subscription with publicity, for 7.99 dollars per month, while its basic subscription without publicity will be 10.99 dollars in the United States.

Comme son competitor Netflix, qui met en service ce mois-ci une formula similaire, Disney+ espère ainsi attracter encore more de spectateurs mais aussi diversify leurs sources de revenue.

– Baisser les costs, monter les prix –

Bob Chapek also evoked a demi-mot of budget cuts, notably in marketing expenses, and the possibility of raising prices even further.

“Notre histoire montre que les hausges de tarif (…) ne se sont pas traduites par des augmentations significats des résiliations. Donc nous pensons que nous avons encore de la marge,” he said.

Pour le trimestre en cours, Disney+ peut compter sur le film Focus-pocus 2, sortir le 30 septembre – “la première la plus visionnée de l’histoire” de la platforme, a indigo Bob Chapek – et Andor, une série télévisée ancrée dans le three popular universes of star wars.

“Mais la croissance des abonnés ne sera pas linéaire à chaque trimestre,” warns Christine McCarthy, la directrice financier du groupe.

Elle s’attend à une faible progression des utilisers pays de Disney+ during la saison des fêtes, et à un nouvelle accélération début 2023, notably grâce aux marchés internationaux.

The platforms of streaming have experienced flamboyant growth during the years, even amplified by the pandemic. But Netflix, the veteran and leader of the sector, had a difficult first semester, losing 1.2 million subscribers before rebounding this summer.

Disney+ should exceed 108 million American spectators by the end of the year, according to Insider Intelligence figures.

The platform captures more than 45% of American users of streaming services, behind YouTube, Netflix, Amazon and Hulu (which belongs to Disney).

– “Record” for attraction parks –

All in all, Disney has fallen with revenues of 20.1 billion dollars and profits of 162 million, an increase over a year, but below expectations.

Son titre lost around 6% in electronic trading after closing the stock exchange on Tuesday – the market estimated a turnover of 21.27 billion dollars and a net profit of 797 million.

The branch “attraction parks, experiences and derivative products” generated 7.4 billion in revenue, an increase of 36% over the year, in the fourth quarter of its last fiscal year.

Un résultat “record” indicated by Bob Chapek pending la conférence aux analysts.

Le giant du divertissement benefits from the release of the pandemic and the appetite of consumers for trips and outings after a long period of health restrictions linked to Covid-19.