Disney recently announced its 2Q25 results along with changes that not only represent evolution in a highly pressured and competitive environment, but also the company's drive to build Disney+ into a more formidable and entrenched streaming heavyweight.
OM136871
Email Article
All set! This article has been sent to my@email.address.
All fields are required. For multiple recipients, separate email addresses with a semicolon.
Please Note: Only individuals with an active subscription will be able to access the full article. All other readers will be directed to the abstract and would need to subscribe.
Disney’s Q2 results and strategy announcements – a reflection of the market and of Disney’s streaming objectives
These are Omdia driven recommendations based on content that is both similar, and has been frequently visited by other users in combination with the content you are currently viewing.
Omdia Recommends
These are Omdia driven recommendations based on content that is both similar, and has been frequently visited by other users in combination with the content you are currently viewing.
Pay TV & Online Video Report: North America – 2025
Report / 30 May 2025 / Paul Erickson
In-depth insights on the US and Canada pay TV and online subscription video markets, including the growth of subscription video, how pay TV is combating churn, the success of AVOD and hybrid advertising tiers, and the increasing bundling and aggregation occurring in the North American market.
UPGRADE
TV & Online Video Intelligence Database
Data / 09 Sep 2025 / Irina Kornilova
This is the flagship database of the TV & Online Video Intelligence Service. It provides comprehensive regularly updated data and forecasts for subscriptions, transactions, revenues and ARPU for all the key players operating through traditional and online platforms across all business models. The data is updated continuously. Historical and five-year forecasts are provided for each metric, in both pivot and source table formats. The database covers 90 markets.
UPGRADE
International Video Subscriber Churn Visualization
Data / 03 Jun 2025 / Max Signorelli
Highly granular interactive dashboard focusing on the reasons behind churn by service and where consumers go following their departure from a given service. Splits by service, country, and demographic group. Core market coverage includes the US, the UK, Germany, France, Spain, Japan, Mexico, and Brazil. Additional markets can be sponsored by Omdia clients—these are marked with an * in the following dashboard.
UPGRADE
Consumer Research - Sports Fans Visualization
Data / 03 Jun 2025 / Max Signorelli
The Omdia Consumer Research Sports dashboard provides insight into the media portfolios, usage trends, and opinions of sports viewers. The consumer survey we run as part of our Consumer Research - Devices, Media & Usage Spotlight Service asks a nationally representative and statistically significant sample of consumers across the globe about their video service and device usage habits. Questions explore views and habits of followers of key sports by market, how they engage with each sport, and which sports leagues they follow within them. Omdia tracks the usage of video services for accessing sports content across traditional pay TV, online subscription, advertising-funded, and transactional video. Core market coverage includes the US, the UK, Germany, France, Spain, Japan, Mexico, and Brazil. Additional markets can be sponsored by Omdia clients—these are marked with an * in the following dashboard.
UPGRADE
An error occured. Please try again later
You are now following this Analyst
You unfollowed this Analyst
The Analyst Team
Paul Erickson
Follow AnalystPrincipal Analyst
Paul Erickson is an industry analyst with broad experience across the Media and Entertainment technology sector. He is the US-focused Principal Analyst within Omdia’s global Media & Entertainment research practice and is part of the team driving Omdia’s TV and Online Video Intelligence Service. Paul currently concentrates on the dynamic intersection and integration of streaming video, TV, and advertising,
He rejoined Omdia in 2024 after several years of private consultancy, and prior roles as Research Director for Entertainment and Consumer Electronics at Parks Associates and as an industry analyst for Omdia / IHS Markit, NPD DisplaySearch (now Circana), and IMS Research.
His veteran experience and insights span two decades across streaming video services / platforms, broadcast and pay TV, connected consumer electronics, digital Media, UI / UX technologies, smart home, gaming, and audio technologies.
Paul has been quoted in a variety of news outlets and industry publications, including the Financial Times, the Wall Street Journal, Variety, Los Angeles Times, USA Today, Associated Press, Reuters, CNN, BusinessWeek, Bloomberg, ABC News, CBS News, NBC News, New York Times, Wired, and CNET. He is also a frequent speaker at industry conferences, such as CES, IBC, CTV World Summit, StreamTV, and IFA. Paul is a two-time AVIXA Emerging Trends Fellow honoree.
Become A Client
Find out more about our full suite of products and solutions.
Become A ClientYou must sign in to use this functionality
Authentication.SignIn.HeadSignInHeader
These are Omdia driven recommendations based on content that is both similar, and has been frequently visited by other users in combination with the content you are currently viewing.
Omdia Recommends
These are Omdia driven recommendations based on content that is both similar, and has been frequently visited by other users in combination with the content you are currently viewing.
Thank you
Our expert analysts will review your question and the Ask an Analyst team will get back to you. We aim to respond within 24 hours, but we’re often quicker.
Ask an Analyst
Our team of experts are here to answer your questions. From advice on market trends to a query on research point, and everything in between, we want to hear from you.
Ask an analyst is available as part of a subscription. If you'd like access, contact us today.