Data Reveals 40% of Disney+ Subscribers Are in the U.S.

Disney’s flagship video-streaming service, Disney+, has quickly emerged as the only true competitor to Netflix, signing up nearly 100 million subscribers globally after 15 months, about half as many as Netflix has accumulated after a decade. Now, previously unreported internal data obtained by The Information shows just how reliant Disney is on the U.S. for subscribers, explaining why last week it ramped up efforts to make original shows in Europe.

Disney+ currently has a little below 40 million subscribers in the U.S., according to a person with direct knowledge of the internal figures, or nearly 40% of the total. As Disney has said about 30% of its subscribers come from India, the new figure implies that Europe and Latin America account for less than a third of the total. In contrast, about half of Netflix’s subscribers come from those markets. A Disney spokesperson declined to comment on the U.S. figures.