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Disney+ launched on November 11 and has been the home of some amazing new content as well as (almost) the entire library of Disney classics and shows. So, what has it meant for The Walt Disney Company and their investors?
According to CNBC, Disney+ is already valued by investors at more than $100 billion. Barclay’s has estimated the value by “calculating an enterprise value for the core business of Disney, and then subtracting that estimate from the company’s current total enterprise value of roughly $320 billion. Barclays pegs Disney’s core business (movie studio, parks, etc) at $213 billion. That leaves Disney’s direct-to-consumer streaming businesses worth around $107 billion to $108 billion.”
So, Disney is making money on the service as are investors in the Walt Disney Company. The service is just a few months old though and the most popular show that debuted has already ended for the season. What can we expect from Disney+ is 2020?
According to Forbes, this is all of the original TV shows and movies headed to Disney+ this year:
- The Mandalorian Season 2
- The Falcon and the Winter Soldier
- Star Wars: The Clone Wars Season 7
- Lizzie McGuire
- Muppets Now
- The Phineas & Ferb Movie: Candace Against the Universe
- High School Musical: The Musical: The Series: Season 2
- Diary of a Future President
- Short Circuit: Experimental Films
- Lamp Life (Toy Story spin-off)
- Timmy Failure: Mistakes Were Made
- Star Girl
- Dolphin Reef
- Secret Society of Second Born Royals
- Rogue Trip
We know that these shows will be coming to the streaming service in coming year but many don’t have an exact release date as yet.
We do know that the Pixar short Lamp Life is scheduled for release on January 31st, 2020.
The Clone Wars will release its first episode on February 17.
We expect the second season of The Mandalorian to release late fall
Falcon and the Winter Solider is expected to be released in August but that has not been confirmed.
Before the end of the first year of the service, subscribers will have access to over 7500 episodes and 500 films of content.
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(Source: CNBC, Disney, Forbes)