Walt Disney Company (the) · NYSE:DIS
Walt Disney Company (the) — The Walt Disney Company — Investor Day (December 2020)
111 slides from Walt Disney Company (the)'s investor day presentation, Dec 10, 2020
Slide 1: The Walt Disney Company Investor Day
The War Dienep Company INVESTOR DAY — > — — » — f) O 2 @) —> — — > — INVESTOR DAY
Slide 2: Forward-looking statements
the @act Disney Company INVESTOR DAY SSS = 2020 —6— so — Information in this presentation, including financial estimates and statements such as those regarding expected results, growth, profitability, losses, expenses and performance metrics; expectations about general markets, markets we may serve
Slide 3: Kareem Daniel
KAREEM DANIEL CHAIRMAN, MEDIA AND ENTERTAINMENT DISTRIBUTION
Slide 4: Slide 4
Slide 5: Marvel
MARVEL 1 10
Slide 6: Star Wars
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Slide 7: Series
15 series
Slide 8: Features
7 5 FEATURES
Slide 9: The Mandalorian
TAR WAP A MARDALORIAN
Slide 10: Disney Pixar
C ‘Disney PIXAR
Slide 11: The Last Dragon
pTHE LAST DRAGON | yy \ IN THEATERS MARCH 202 PREMIER ACCESS “Denep+ INVESTOR DAY
Slide 12: Rebecca Campbell
REBECCA CAMPBELL CHAIRMAN, INTERNATIONAL OPERATIONS & DIRECT-TO-CONSUMER
Slide 13: Prior FY24 Guidance
Dep} | hulu | BSPH+ PRIOR FY24 GUIDANCE DECEMBER 2,2020 (5 SIV $8.8M 11.5M _t»y
Slide 14: Day One
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Slide 15: A GDAIAASA GH IW A
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Slide 16: G.I (9 (9 Ow
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Slide 17: Launching Disney+ New Markets
a @ LAUNCHING ‘Dienep+ NEW MARKETS ACROSS EMEA & ASIA
Slide 18: Michael Paull
MICHAEL PAULL PRESIDENT OF DISNEY+ AND ESPN+
Slide 19: Fire TV
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Slide 20: Disney+ and ESPN+ on Xfinity X1
Dine) ESra+ xfinity x1
Slide 21: Disney+, Hulu, and ESPN+ with Verizon
Now get Disney+, Hulu, and ESPN+ included on America’s most awarded network. With select Unlimited plans. verizon’
Slide 22: The Disney Bundle
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Slide 23: Deutsche Telekom and partners
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Slide 24: Slide 24
Slide 25: Latin America partners
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Slide 26: Slide 26
Slide 27: Rebecca Campbell
REBECCA CAMPBELL CHAIRMAN, INTERNATIONAL OPERATIONS & DIRECT-TO-CONSUMER
Slide 28: Disney+ Hotstar
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Slide 29: Disney+ Hotstar
Dienep hotstar 7 17K LOCAL HOURS LOCAL LANGUAGES PROGRAMMING
Slide 30: IPL is back
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Slide 31: Disney+ Star
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Slide 32: The Shape of Water
™mESHAPEOF WATER Dienep PIXAR WARS ()&0Rhnc STR Recommended For You INVESTOR DAY
Slide 33: Europe, Canada, ANZ, Singapore
STXR “EUROPE CANADA | ANZ SINGAPORE, BRANDED TILE ON DISNEY+ OFFERING FOR ALL SUBSCRIBERS LAUNCH FEBRUARY 23, 2021 TIMING ADDITIONAL MARKETS - LATER IN 2021 NEW DISNEY+ €8.99 contINENTAL EUROPE PRICING AND LOCAL EQUIVALENT BY MARKET Current Prices for Existing Subscribers Honored for 6 Months in Eur
Slide 34: Latin America
STXR+ ___CLATINAMERICA STANDALONE STREAMING OFFERING SERVICE WITH LIVE SPORTS LAUNCH TIMING JUNE 2021
Slide 35: Kelly Campbell
KELLY CAMPBELL PRESIDENT, HULU
Slide 36: Investor Day
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Slide 37: Hulu subscriber growth
hulu SUBSCRIBER GROWTH 20.0M INVESTOR DAY
Slide 38: Hulu plans
hulu (NO ADS) + LIVE TV $70.99/ MONTH hulu + LIVE TV $64.99/ MONTH hulu (NO ADS) $11.99/ MONTH hulu (SVOD) $5.99/ MONTH
Slide 39: Hulu + Live TV subscribers
hulu + LIVE Tv 4M+ #1 ToPS SUBSCRIBERS DMVPD PAY TV PROVIDERS Sources: Publicly available subscriber counts and internal data INVESTOR DAY
Slide 40: Hulu + Live TV economics
hulu + LIVE Tv $65 : SUBSCRIBER FEE Te AD REVENUE PER SUBSCRIBER INVESTOR DAY
Slide 41: Beymer
mth Beymer INVESTOR DAY
Slide 42: My Stuff TV Shows Movies Hubs
My Stuff TV Shows Movies Hubs IVESTOR DI ¢ presidential candidate RY mt Diep omeny INVESTOR DAY
Slide 43: A Hulu Original Film
A hulu ORIGINAL FILM + ee BAD HAIR ty»
Slide 44: Monthly Ad-Supported Viewers
MONTHLY AD-SUPPORTED VIEWERS
Slide 45: Ad innovation and experience
oes MEDICARE THIS AD-FREE EPISODE ? } ies Which Blue Cross Blue Shield ad woul IS PRESENTED BY Ny y i Maker's ’ p 6)Mark e\ AD INNOVATION + EXPERIENCE oa Enjoy your program without ‘commercial interruption by watching this 159 commercial fist (By INVESTOR DAY
Slide 46: Michael Paull
MICHAEL PAULL PRESIDENT OF DISNEY+ AND ESPN+
Slide 47: ESPN+
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Slide 48: #1 Sports Direct-to-Consumer Service
#1 SPORTS DIRECT-TO-CONSUMER SERVICE > \— Sources: Publicly available subscriber counts and internal dataesror o
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Slide 50: Investor Day
INVESTOR DAN
Slide 51: UFC Fight Island
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Slide 52: Jimmy Pitaro
JIMMY PITARO CHAIRMAN, ESPN AND SPORTS CONTENT
Slide 53: Slide 53
Slide 54: Eri adc
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Slide 55: Slide 55
Slide 56: #1 in cable years in a row
#11IN CABLE 10 YEARS IN A ROW ADULTS 18-49
Slide 57: ESPN Stream
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Slide 58: Daily Wager
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Slide 59: Sports & Live Events
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Slide 60: rats
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Slide 61: Investor Day
INVESTOR DAY
Slide 62: Slide 62
Slide 63: ‘nee
‘nee INVESTOR DAY
Slide 64: Venus vs.
Venus vs. ‘ _* * er ie ~ BLACKFEET es — BOXING thr Biy men INVESTOR DAY
Slide 65: Slide 65
Slide 66: Man in the Arena
_ MAN IN THE ARENA -
Slide 67: ESPN Originals: 30 for 30
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Slide 68: NFL Primetime
—— a NFL PRIMETIME INVESTOR DAY
Slide 69: Detail
DETAIL PEYTON MANNING AVAILABLE NOW = STREAMING ESP ri ovoemano i |
Slide 70: — Ps =
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Slide 71: Dana Walden
DANA WALDEN CHAIRMAN, ENTERTAINMENT, WALT DISNEY TELEVISION
Slide 72: Building the breakout
Wiener? BUILDING the drgnout a hulu oriGinat hulu oricina Nine : eiek BP t Dope iviect THE MANDIMID'S THLE
Slide 73: John Landgraf
JOHN LANDGRAF CHAIRMAN, FX
Slide 74: FX content slate
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Slide 75: Kathleen Kennedy
KATHLEEN KENNEDY PRESIDENT, LUCASFILM
Slide 76: Lucasfilm
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Slide 77: Courteney Monroe
COURTENEY MONROE PRESIDENT, NATIONAL GEOGRAPHIC CONTENT
Slide 78: National Geographic
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Slide 79: Dana Walden
DANA WALDEN CHAIRMAN, ENTERTAINMENT, WALT DISNEY TELEVISION
Slide 80: Disney Television Studios
‘Disney Television Studios Dieuey THE _ eK TURNER GAME CHANGERS Ga | Denep = B [ G THE MYSTERIOUS SHOT. BENEDICT Society
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Slide 109: Disney Investor Day 2020
Slide 110: Star
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