Disney+ is in danger

However, despite the fact that Marvel and Star Wars only account for 12% of the Disney+ repertoire, the company continues to use them in order to recruit members.

The fact that Disney is primarily dependent on its franchises, studios, and brands is a strategy that does not come as a surprise to anyone at this time. The core of the corporation is comprised of Marvel and “Star Wars” in the foreground, and Pixar and Disney animation itself in the background (although the latter is not inconsequential when taking into consideration the success of recent releases such as “Inside Out 2”). However, is it a technique that yields the desired results as it should? As far as Disney+ is concerned, not totally.

‘Star Wars’ experiences a decline. ‘Star Wars’ presents Disney Plus with two sets of challenges. According to a study conducted by Parrot Analytics, the first of these is that the demand for Disney’s flagship franchises has decreased significantly over the years. When compared to the original great hits, such as the first installment of “The Mandalorian,” the demand for the most recent two “Star Wars” releases, “Obi-Wan Kenobi,” “Ahsoka,” and “The Acolyte,” has been significantly lower with regard to demand. This is a series that, by the way, has also seen a significant decrease in interest over the course of its succeeding seasons, despite the fact that it has consistently remained higher than the most recent releases.

It is becoming less and less relevant. The second challenge that Disney+ must contend with is the fact that Marvel and ‘Star Wars’ are losing their significance inside the platform’s repertoire of streaming services. According to Parrot Analytics, the demand for the ‘Star Wars’ franchise on the platform is only slightly higher than nine percent in the second quarter of 2024. The decline in Marvel franchises, which decreased from 19% to 13% throughout that time span, is even more dramatic than the previous decline. Together, they account for twenty-two percent of the demand for Disney+.

In spite of this, viewers are always looking for them. One of the most peculiar aspects of Disney+ is the fact that the combined content of Marvel and Star Wars accounts for only 12% of the service’s repertoire. That is to say, on the one hand, there has been a decrease in interest in Disney’s two most recognized franchises; on the other hand, the firm continues to rely on them, on a product that is proportionally minimal, to create almost a quarter of its audience. This is a symptom of the issues that Disney+ is now dealing with.

Do you agree that Disney is doing well? Before a few days had passed, we were discussing the favorable financial situation that Disney is currently in, particularly in comparison to the apparent downward trend that Warner is experiencing. Disney is reaping the benefits of the success of “Inside Out 2,” which is already the highest-grossing animated film of all time. The company’s most recent quarterly report reveals that the company achieved fantastic results: The first time that Disney Plus has turned a profit is due to the fact that sporting events are the only item that obviously works well in streaming. Despite this, the success of Disney Plus should still be viewed with skepticism.

A deluge of brand new subscribers. As a result of the popularity of “Inside Out 2,” a significant portion of the new 1.3 million subscribers that Disney+ has acquired during this quarter are due to viewers of the first installment, which has been viewed one hundred million times all around the world. One hundred million people have watched the first installment. Even if the company has a positive forecast for the fourth quarter of the fiscal year, it must proceed with caution since: Throughout the course of the past year, the performance of The Walt Disney Company on the stock market has been fairly turbulent. Between August 2023 and August 2024, the share price has undergone a general fall of around 5.88%. This decline has been accompanied by considerable volatility that are a reflection of the uncertainty that surrounds the company’s strategies and performance in its various areas.

A forum that is looking for ways to reformulate itself. If we take Prime Video out of the equation (it is impossible to determine what percentage of Amazon Prime subscribers are watchers of the streaming platform), Disney+ is now the second platform with the most customers, with 153.8 million worldwide, compared to Max, which is the third platform in competition, with 95.6 million. The only company that comes before it is Netflix, and before it comes a challenge: to make its line of business on Disney+ more clear. It is true that they are in a period of parenthesis with Marvel and Star Wars in the year 2025 (there is only one theatrical release, “Deadpool and Wolverine,” and in addition to this, there is a semi-commitment to detach the continuity between the series and the movie). In addition, all of this need to act as a reason to reconsider its television output.

Lastly, I have a question. Do you think it would be prudent for Disney to continue to rely primarily on two aspects of its business that are attracting a decreasing amount of interest? Is the key to revitalizing and promoting these two formidable franchises, or is it, on the other hand, the secret to creating new intellectual properties? At this time, and as we seen at D23, the company’s intentions are mostly focused on sequels and the extension of well-known franchises; therefore, we will have to continue to wait. With any luck, the year 2025 will be the one in which we start to get a better understanding of its future.

Disney+ is in danger

By nr39r

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