Disney's groundbreaking agreement to sell TV shows and movies on iTunes could generate around $324 million in sales for the company in 2008, a new revenue stream that reflects just one of the entertainment and TV giant's innovative forays into the TV 2.0 sector. Our exclusive analysis of Disney's current and projected sale of downloadable video is spelled out in Spotlight on Television 2.0 Leaders: The Walt Disney Company, the latest report in our series that takes a close look at the companies shaping the new video-over-the-Internet and mobile TV businesses.
More than any other single event, Disney's landmark deals to deliver TV shows via Apple's iTunes store helped usher in the new era of Internet-delivered TV. Now, Disney stands alone among its studio peers in selling hit films on iTunes. Both of these bold moves have handed Disney a growing source of new revenue, one that promises to climb from only $44 million this year, to $150 million in 2007 and over $320 million in 2008.
Despite the growth prospects, however, downloadable TV show and movie sales will still represent a tiny percentage of Disney's overall revenue, less than 1% of the media and entertainment leader's current annual revenues. But Disney's TV 2.0 initiatives cover a broad spectrum of activities, many of which -- such as the streamed delivery of ad-supported primetime TV shows on the web -- represent far bigger businesses than the sale of downloadable video.
Our Spotlight report on Disney spells out these opportunities, which include:
Disney-owned ABC Network's ad-supported web-based delivery of hit TV shows including ""Desperate Housewives,"" ""Lost,"" and ""Grey's Anatomy.""
Disney-owned ESPN's efforts to mount online-only premium channels made available to viewers only through broadband service providers.
ABC News' pioneering of 24-hour online video news networks.
This data-rich report also delivers the background and financial analysis you need to fully understand where this TV 2.0 leader is coming from and where Disney might be headed. The report also delivers
A concise, relevant history of Disney, with a particular focus on the developments that relate to Disney's TV 2.0 efforts.
A complete snapshot of Disney's varied lines of business, with the latest financial results for each of the company's major activities, complete with 16 charts and four tables.
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- Introduction and Executive Summary
- I. Overview of Businesses and Financial Performance
- A. Overall Revenue and Operating Income
- B. Media Networks
- C. Parks and Resorts
- D. Studio Entertainment
- E. Consumer Products
- II. Disney TV 2.0 Efforts
- A. ABC News Online
- B. Sale of TV Programs and Movies via iTunes
- C. Ad-Supported Online Content Distribution
- D. ABC Local Affiliates
- E. ESPN
- 1) ESPN Game Plan
- 2) ESPN Full Court
- 3) ESPN 360
- 4) Mobile ESPN
- F. Other Disney Animated or Video Online Options
- 1) Disney Connection
- 2) Playhouse Disney Preschool Time Online
- 3) Toontown Online
- 4) Disney’s Game Café and Disney’s DownloadsIII. Financial Implications of Disney’s TV 2.0 Efforts
- A. Estimated Revenue from iTunes TV Show Sales
- B. Estimated Revenue from iTunes Movie Sales
- C. Combined TV and Movie Sales via iTunes
- About the Author
- About Emerging Media Dynamics
- List of Tables
- Table 1 - List of Walt Disney Company Media Networks
- Table 2 - List of Disney Parks and Resorts Businesses
- Table 3 - Disney Theatrical Film Businesses
- Table 4 - Walt Disney Consumer Products Businesses
- Table 5 - Financial Model for Sale of Disney TV Shows, Movies via iTunes
- Table 6 - Total Disney iTune Sales Revenue, 2006 - 2008
- List of Figures
- Figure 1 - Walt Disney Annual Revenue Breakdown, FY 2006
- Figure 2 - Walt Disney Annual Operating Income Breakdown, FY 2006
- Figure 3 - Walt Disney Total Revenue, Fiscal Q1 04 to Fiscal Q4 06
- Figure 4 - Walt Disney Total Operating Income, Fiscal 2006
- Figure 5 - Walt Disney Media Networks Revenue, Fiscal Q1 04 to Fiscal Q4 06
- Figure 6 - Walt Disney Media Networks Operating Income, Q1 04 to Q4 06
- Figure 7 - Walt Disney Cable Networks Revenue, Q1 04 to Q4 06
- Figure 8 - Walt Disney Cable Networks Operating Income, Q1 04 to Q4 06
- Figure 9 - Walt Disney Broadcasting Revenue, Q1 04 to Q4 06
- Figure 10 - Walt Disney Broadcasting Operating Income, Q1 04 to Q4 06
- Figure 11 - Walt Disney Parks & Resorts Revenue, Q1 04 to Q4 06
- Figure 12 - Walt Disney Parks & Resorts Operating Income, Q1 04 to Q4 06
- Figure 13 - Walt Disney Studio Entertainment Revenue, Q1 04 to Q4 06
- Figure 14 - Walt Disney Studio Entertainment Operating Income, Q1 04 to Q4 06
- Figure 15 - Walt Disney Consumer Products Revenue, Q1 04 to Q4 06
- Figure 16 - Walt Disney Consumer Products Operating Income, Q1 04 to Q4 06
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