Part 5/9:
A Weakening Streaming Strategy
Disney's streaming service, Disney+, has been under intense scrutiny and is seen as the weakest link in its expansive portfolio, which includes ESPN+ and Hulu. The platform has lost 700,000 subscribers recently, reflecting a troubling trend that could impact Disney’s valuation and market influence. Critics suggest that Disney's dependency on bundling its services to attract customers, rather than offering compelling standalone products, highlights a fundamental weakness in its business model.
As the competition intensifies across streaming platforms, particularly from the likes of Netflix and YouTube, the question arises: how will Disney maintain its market presence when even strong political allies seem to be abandoning ship?