Ahsoka Streaming Estimates Are In: Was The Force Strong For New Disney+ Series?
Portfolio Pulse from Chris Katje
The Walt Disney Company's new Star Wars series 'Ahsoka' on Disney+ was watched by 1.2 million households over its first five days of availability, according to data from Samba TV. However, this viewership was about 50% less than the first episode of 'Obi-Wan Kenobi' and trailed the first episode of the third season of 'The Mandalorian' by around 29%. Disney's shares are down 26% over the last year and down 5% year-to-date, recently reaching nine-year lows.
August 29, 2023 | 3:37 pm
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NEUTRAL IMPACT
Netflix's fourth season of 'Stranger Things' was released the same week as Disney's 'Obi-Wan Kenobi', which saw its premiere episode watched by 2.4 million households.
While Netflix's 'Stranger Things' Season 4 was released the same week as Disney's 'Obi-Wan Kenobi', the news does not provide specific viewership data for 'Stranger Things', making it difficult to assess the direct impact on Netflix's stock. However, the high viewership for 'Obi-Wan Kenobi' could indicate strong competition in the streaming market.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50
NEGATIVE IMPACT
Disney's new Star Wars series 'Ahsoka' has lower viewership than other Star Wars shows, which may not be the good news that Disney and its shareholders needed. Disney's shares are down 26% over the last year and down 5% year-to-date, recently reaching nine-year lows.
The lower viewership for Disney's new Star Wars series 'Ahsoka' compared to other Star Wars shows could potentially impact the company's streaming revenue and subscriber growth, which are key factors for its stock performance. This comes at a time when Disney's shares are already down significantly over the last year and year-to-date, recently reaching nine-year lows.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100