Disney+ EMEA boss Karl Holmes is touting the platform's impressive growth and its unique position in the streaming market. With a focus on local originals and a strong emphasis on cinema releases, Disney+ is making waves in the EMEA region. Here's a breakdown of the key points and my analysis of this exciting development.
A Dominant Young Adult Audience
One of the most intriguing aspects of Disney+'s success in the U.K. is its dominance among young adults. Holmes reveals that almost 40% of viewing hours on the platform come from the 16-34 age group, outperforming competitors like Netflix, Prime, Paramount+, Apple TV, and even YouTube. This is a testament to Disney+'s ability to resonate with a younger demographic, a group that is often more impulsive and engaged with streaming services.
What makes this particularly fascinating is the platform's understanding of its target audience. By focusing on franchises and content that appeal to young adults, Disney+ has created a strong connection with this demographic. This is a strategic move, as young adults often have higher disposable incomes and are more likely to subscribe to and engage with streaming services.
Growth Mode and Local Originals
Disney+ EMEA is in a state of 'growth mode,' with a 25% increase in customer base since the start of 2025 and a 10% growth in average viewing per retail subscriber. This is impressive, especially considering the competitive landscape. The ad tier, launched in the U.K. in late 2023, has been a significant growth driver, with an 80% year-on-year revenue increase in the U.K. alone.
A key strategy for continued growth is the expansion of local originals. By increasing the number of local productions, Disney+ can cater to the preferences of its EMEA audience. This move not only strengthens the platform's connection with local markets but also provides a unique selling point, setting it apart from global competitors.
The Importance of Cinema Releases
Holmes emphasizes the significance of cinema releases, stating that Disney has been the top studio at the EMEA box office for nine out of the last 10 years. This success is attributed to the platform's commitment to releasing movies in cinemas, ensuring a strong theatrical window. The exec argues that this strategy has a lasting impact, as box office success can generate buzz and attract a wider audience.
In my opinion, this approach is a smart move. Cinema releases create a sense of anticipation and exclusivity, which can drive subscriptions and engagement. Additionally, the theatrical window allows Disney+ to leverage the power of word-of-mouth marketing, as viewers often discuss and recommend movies they've seen in theaters.
Conclusion: A Bright Future Ahead
Disney+'s focus on growth, local originals, and cinema releases positions it well for continued success in the EMEA region. By understanding its target audience and delivering high-quality content, the platform is likely to maintain its competitive edge. As an industry analyst, I'm excited to see how Disney+ continues to innovate and adapt, ensuring a lifetime of great stories for its subscribers.
