The launch of Disney+ in Australia saw a large volume of Disney content drop off rival services Foxtel Now and Stan. Between September 2017 and October 2019, content from Disney and its subsidiaries consistently made up more than 600 hours of the Foxtel Now catalogue, with Disney representing the largest single content provider based on hours on the platform in October 2019. This has since dropped by more than 50%, leaving Foxtel Now’s current catalogue with 290 hours of Disney content, consisting predominantly of TV series, driven by Foxtel’s continued access to Disney Channel and Disney Jr. Channel content.

Stan’s Disney catalogue, the majority of which was exclusive to the platform, decreased from 585 to 108 hours, leaving mainly older movies and TV shows such as Air Force One and Scrubs from Disney-owned production outfits such as Touchstone and Buena Vista.

Of Australians taking Stan or Foxtel Now, 30% have young children and 18.5% have older children. If all customer with young kids decide to take Disney+, that would represent an immediate demand from 645,000 homes. This could be boosted by an additional 397,000 homes with older kids.