GTM Sauce

B2C · Disney's streaming service

How Disney+ grows

5 tactics and 8 figures from 1 interview.

About Disney+

What it is
The Walt Disney Company's subscription video streaming app
Business model
subscription
Launched
2019

As described in the interviews, not independently verified.

Disney+'s 5 tactics

Disney+ · B2C · Disney's streaming service

~$1K/day in-house vs ~$33K/day for Adobe; Adobe removed within weeks

With 1.5 years of runway before launch, built one first-party clickstream system (Glimpse) as the only tracking integration in the app, normalized across devices, so data went only to Disney (simpler GDPR/consent, no vendor seeing volume). Because the team had never done it at this scale, also signed an Adobe contract and integrated it lightly so it could be pulled out. Compared both in the first weeks after launch, then removed Adobe. Event volume later grew 3-4x.

Workedanalytics-attribution
Sub Club by RevenueCat · 2024-07-24

Disney+ · B2C · Disney's streaming service

The president stopped needing dashboards; no numbers

Every day by noon, a data person sent the Disney+ president an email with exactly three bullets (up to two sub-bullets each): what changed yesterday and what to focus on, with context a dashboard hides (e.g. an EU sign-up rise came from a Netherlands promo that missed its target). The writer must be freed from low-value report requests and trusted to pick the right things.

Workedanalytics-attributionteam-process
Sub Club by RevenueCat · 2024-07-24

Disney+ · B2C · Disney's streaming service

Guest says it avoided costly renames and merges; still in use years later

Instead of events like download_clicked/started/paused/completed, track a generic click action with hierarchical keys (button within container within set within page). Map keys to meaning behind the scenes and enrich the stream downstream (e.g. classify as 'project created') for each team, while keeping the raw data. Capture state changes instead of repeating ~100 identical metadata fields on every event. Give the system a memorable, unambiguous name (Glimpse, replacing 'UAT', which clashed with User Acceptance Testing) so everyone knows what 'the events' means.

Workedanalytics-attribution
Sub Club by RevenueCat · 2024-07-24

Disney+ · B2C · Disney's streaming service

Household groups predicted behavior better; over half the audience were single adults

Executives assumed buckets like Star Wars/Marvel super fans or Disney animation fans. Data science and analytics teams were given room to explore and found groups such as parents with young kids, parents with older kids, adult couples, single adults and teens shared more behavior patterns, and the team reoriented around them.

Workedanalytics-attributionpositioning-niche
Sub Club by RevenueCat · 2024-07-24

Bluey sat in a Disney Junior row at the bottom of adult profiles (25 rows down, 15-20 tiles across), dropped out of Continue Watching once finished, ranked below Blue's Clues in search, and kid profiles had no search. Engagement showed 98-99% episode completion, full-season completion and rewatching. Short term: move the title or row higher. Long term: nudge parents to set up child profiles by showing the benefit (their kid's shows always at hand, cleaner adult recommendations). Fast real-time signals can also feed merch, live shows and parks planning.

Unknownproduct-activationanalytics-attribution
Sub Club by RevenueCat · 2024-07-24

Disney+ by the numbers

MetricValueContextSaid in
costUSD 1,000/day
approximate
End-to-end cost of the in-house Glimpse event pipeline in the first weeks after launchSub Club by RevenueCat
2024-07-24
38:36
costUSD 33K/day
estimate
Adobe Analytics cost at the same event volume, early estimate; events later grew 3-4xSub Club by RevenueCat
2024-07-24
38:36
users40M–60M users
goal
Original internal target within three years of launch (guest first said 50-60M, then 40-60M)Sub Club by RevenueCat
2024-07-24
38:36
users10M users/day
approximate
Users on launch daySub Club by RevenueCat
2024-07-24
38:36
users100M users/quarter
approximate
Claimed users in the first quarter; likely misspoken (see quality notes)Sub Club by RevenueCat
2024-07-24
38:36
team size300 engineers
approximate
Engineers across teams building Disney+'s in-house analytics stack (Disney direct-to-consumer only)Sub Club by RevenueCat
2024-07-24
26:09
engagement rate98–99%per episode
approximate
Bluey episode completion rate on Disney+ early on, among a limited number of viewersSub Club by RevenueCat
2024-07-24
53:59
share50%
approximate
Share of the Disney+ audience that was single adults ('more than 50%'), per CEO Bob Chapek at a conference, as relayed by the guestSub Club by RevenueCat
2024-07-24
44:13

Topics

Interviews