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Research Outline
Prepared for Ethan I. | Delivered May 21, 2020
Disney + Subscription Partners
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Goals
To identify a list of Disney + subscription partners and associated deals, to develop insights into Disney + go-to-market and partner strategy.
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Early Findings
Disney + Partnerships
Disney +
partnered with Verizon
in the United States to offer select wireless and internet users a free year of streaming. There is some indication that the Disney + offering is
drawing new subscribers
to Verizon.
Disney + partnered with
Canal Plus
in France, who will be the
sole provider
of Disney + content in France. Online providers will have to
go through Canal Plus
if they are interested in offering Disney + to subscribers.
Disney + partnered with
Comcast Sky
in the UK and Ireland. The positioning of the partnership on Sky TV website is focuses on
ease of access
and content: "
Never before seen
movies, series and documentaries in one place, easy." The deal is a
non-exclusive, multi-year,
partnership, which keeps the door open for Disney + to also partner with mobile providers in the UK, such as Virgin or BT.
Disney announced in
N
o
v
e
m
b
e
r
,
2
0
1
9
, that a
deal
was reached with Amazon to stream Disney + on Amazon Fire TV.
In March 2020, Disney +
partnered with O2
, who will offer 6 months of Disney + free to new subscribers and a discount to existing providers.
In March 2020, Disney confirmed a partnership of Disney + with T
elecom Italia Mobile
(TIM) in Italy. TIM's
messaging
focuses on the Disney + content: "The
best of Disney
,
P
i
x
a
r
, Marvel, Star Wars and National Geographic, for the whole family."
Kevin Mayer, Chairman of The Walt Disney Company’s Direct-to-Consumer & International segment, discussed the "
unique experience
" and "
amazing storytelling
" Disney + would be bringing to Italian viewers.
Disney + announced a
partnership with Delta
in December 2019, as the exclusive airline partner to carry Disney + content. Delta highlighted the partnership as a way to bring "
new and innovative
" entertainment offerings to their customers in flight.
Disney Plus and Telecfonica's Movistar confirmed a
strategic alliance
in March 2020. Emilio
G
a
y
o
,
T
e
l
e
f
o
n
i
c
a
CEO said noted the "
original content
" provided by Disney + and said about the partnership, "Disney Plus
enriches the experience
of Movistar customers, with exceptional storytelling from five incredible Disney brands."
There were indications Disney + was looking to partner with Opus or
T
e
l
s
t
r
a
in Australia, though nothing appears to be confirmed.
Disney + also entered into distribution deals with a number of
device partners
, including Roku, Samsung, Alphabet's Google TV, Sony (
P
l
a
y
s
t
a
t
i
o
n
), and Microsoft (
X
B
o
x
). While specific details of these deals were not made public, they may involve a share of revenue from subscriptions or
ad space
on Disney +.
Disney + also partnered with
L
y
f
t
and
U
r
b
a
n
s
t
e
m
s
as part of their national launch.
Summary of Early Findings Relevant to the Goals
In this first hour, we were able to identify a number of global distribution partnerships, as well as brand and promotion partnerships for Disney +.
We provided details of the partnership deals to the extent they were publicly available.
Given the number of partnerships found in the first hour, while not an exhaustive list, it is unlikely future research will reveal a significant number of additional partnerships.
Next steps reflect the information we were able to uncover in early research.
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