Purchase Intent Running High for Disney Plus Streaming Service, Says Report

The number of Americans who say they would consider subscribing to Disney Plus grew 23 points in January vs. the month before the streaming service’s November launch, Morning Consult reported Thursday. Over 2019, just DoorDash registered double-digit growth (14 percent). Most of the purchasing consideration growth came from consumers who said they're “absolutely certain” they will subscribe to Disney Plus, said Morning Consult, rising from 9 to 22 over the four-month period. Its data suggests Disney Plus’ rise hasn’t directly hurt Netflix and Hulu, but “their metrics have stalled in its wake.” Over the four months, Hulu’s trend line remained flat, while Netflix’ stepped up 1 point, said the research/media firm. Netflix attributed slowing Q4 subscriber additions to competitive launches in the U.S. in its latest earnings report (see 2001210061).