Week in Review: Disney+ US revenues will surpass $4 billion by 2022; What to expect for mobile ads in 2021

Following a strong launch in November 2019, Disney+ is on track to surpass $4 billion in US subscription revenues by 2022. December 20, 2020 [Week in Review: Disney+ US revenues will surpass $4 billion by 2022; What to expect for mobile ads in 2021]( Following a strong launch in November 2019, Disney+ is on track to surpass $4 billion in US subscription revenues by 2022. In its first full year, Disney+ has grown rapidly, spurred by in-demand content and stay-at-home orders. In fact, the service will help The Walt Disney Co. reach Netflix’s share of the market by 2022, according to the inaugural eMarketer OTT subscription revenue forecast by Insider Intelligence. =/a0320p0C9S0A00LGpLMeLQD Disney+ subscription revenues will reach $1.94 billion by the end of this year. With a recently announced $1 price increase next year, it will add another billion in revenues in each of the next two years. That figure will jump to $4.23 billion by 2022. As of this year, Disney+ represents 26.5% of Disney’s subscription OTT revenues, with Hulu accounting for 67.6% and ESPN+ making up 5.8%. [Read the full article.]( [How publishers and advertisers can unlock new value in the future of media]( Thanks to new identity-based solutions, savvy publishers are able to value their inventory for what it’s really worth and unlock new ways to monetize their audience data. [Read this article, contributed and sponsored by Neustar.]( [China’s retail market will not overtake the US market in 2020 after all. Here’s why.]( Take heart, US retail salespeople: Despite premature calls to the contrary, it turns out the US will remain the most lucrative retail market in the world this year and for some years to come. [Read the article.]( [chart-image]( [The Ad Platform: What to expect for mobile ads in 2021](=/a0320p0C9S0A00LGpLMeLQD) US mobile ad spending will reach $96.07 billion this year, lower than our pre-pandemic estimate of $105.34 billion. eMarketer principal analyst at Insider Intelligence Yoram Wurmser joins host Nicole Perrin to discuss why despite this year's blip, mobile ad monetization is on a better trajectory than before, how advertisers will deal with the SKAdNetwork, and what the future holds for contextual in-app advertising. ["Behind the Numbers" is made possible by Neustar Fabrick. Listen in.](=/a0320p0C9S0A00LGpLMeLQD) [chart-image](=/a0320p0C9S0A00LGpLMeLQD) [Captioning and sign language help brands reach the Deaf community](=/a0320p0C9S0A00LGpLMeLQD) The coronavirus outbreak has created unprecedented challenges for deaf and hard-of-hearing people in the US. Not only have social-distancing protocols and stay-at-home orders proved isolating, mask mandates have made speech-reading difficult and stymied communication in American Sign Language (ASL), a visual language that relies on hand signing and facial expressions to convey tone, meaning, and nuance. As a result, many of the country’s 48 million adults with hearing difficulties cannot access potentially life-saving information. [Read the article.](=/a0320p0C9S0A00LGpLMeLQD) [chart-image](=/a0320p0C9S0A00LGpLMeLQD) [Podcast: Around the World with ... Standout Brands of 2020—Collaborations and brand goodwill]( eMarketer senior analyst Bill Fisher hosts principal analyst Karin von Abrams, senior analyst Paul Briggs, and research analyst at Insider Intelligence Matteo Ceurvels to discuss which brands stood out in 2020. What were the most memorable collaborations, how did companies build brand goodwill for the future, and what were some not-so-great examples? ["Behind the Numbers" is made possible by Neustar Fabrick. Listen in.]( [chart-image]( [Instagram’s growth in Western Europe will be more than 3 times higher than our pre-pandemic estimate](=/a0320p0C9S0A00LGpLMeLQD) The number of monthly Instagram users in Western Europe will rise by 17.0% in 2020 to 132.8 million. That’s more than three times higher than the growth rate we had predicted before the pandemic (5.2%) and equates to 19.3 million new users from 2019. [Read the article.](=/a0320p0C9S0A00LGpLMeLQD) [chart-image](=/a0320p0C9S0A00LGpLMeLQD) [The Weekly Listen: FTC wants to break up Facebook, Big Tech's data probe, and Discovery+]( eMarketer principal analysts Mark Dolliver, Sara M. Watson, and Debra Aho Williamson, junior analyst Blake Droesch, and vice president of content studio at Insider Intelligence Paul Verna discuss whether the FTC will break up Facebook, a new Discovery+ streaming service, whether Facebook ads are reaching saturation, how customer service changed in 2020, the FTC wanting Big Tech to explain what they do with data, what most people dream about, and more. ["Behind the Numbers" is made possible by Neustar Fabrick. Listen in.]( [chart-image]( ©2020 eMarketer, Inc. 11 Times Square, New York, NY 10036 eMarketer Week in Review is published by eMarketer, Inc. [Unsubscribe](/a0320p0C9S0A00LGpLMeLQD) | [Change email address](/a0320p0C9S0A00LGpLMeLQD) | [Advertise](=/a0320p0C9S0A00LGpLMeLQD) [Select "Research Submissions"](=/a0320p0C9S0A00LGpLMeLQD) for potential inclusion in the eMarketer Daily. 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