EXCLUSIVE: Disney's Mulan purchase rate hit 29% for US subscriber households, according to 7Park Data reported by Yahoo Finance's @alliecanal8193— Zack Guzman (@zGuz) September 16, 2020
Assuming 30M US subs, that would correlate to ~$261 million in revenue for $DIS in less than 2 weeks just in the US
According to exclusive figures provided by analytics research firm 7Park Data, nearly 29% of U.S. households that subscribe to Disney+ purchased the $30 “Mulan” film through September 12th (first 8 days).
During the company’s last earnings report, Disney said that the streaming platform has amassed over 60 million global subscribers. Assuming that U.S. households make up 50% of that total base (Disney has not yet broken out the exact number of U.S-based subscribers), 7Park’s data suggests that roughly 9 million users purchased the “Mulan” film for $30 a pop (29% of our estimated 30 million users.)
Under that scenario, net profits would pile up to $261 million for U.S. markets alone — and that’s on the conservative side.
Disney will not comment on these figures and says they will reveal their own figures in November during their next earnings call.