A new analyst report suggests that Netflix lost 1.1 million subscribers to Disney+ during the month of November. (THR)
Additionally, Disney+ accumulated an estimated 24 million U.S. subscribers as of the end of November. The estimates come from the research team at Cowen & Co., based on a census-weighted survey of 2,500 U.S. consumers conducted last month. (Variety)
The firm estimated that 6 percent of Netflix subscribers who signed up for Disney+ canceled their Netflix memberships after doing so. (LA Times / Company Town)
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The study said that around 19.4 million consumers subscribed to both Netflix and Disney+, indicating around an 80 percent overlap between the two services. (IndieWire)