Documentary Business

Peter Hamilton Consultants, Inc

Disney+ Subscriber Slowdown: Watch leading analyst say why Disney’s streaming strategy is a fail

The buzz of the week centred on The Walt Disney Company‘s announcement that Disney+ had added only 2 million subscribers in 3Q 21.

Lightshed Ventures Partner Rich Greenfield shared with Bloomberg‘s Emily Chang his useful analysis of why Disney’s streaming strategy is failing.

The message:

  • Disney owns all the programming and other resources to accelerate growth in streaming.
  • But the executive team is almost frozen in place by their strategy of balancing streaming against the vast company’s studio, networks, theme parks and other businesses.

Meanwhile, rival Netflix is expecting almost double digit subscriber growth next quarter, thanks to original hits like Squid Game.

This situation is a concern for the documentary community because the Disney+-owned legacy brand Nat Geo is caught up in the strategic stalemate.

Watch here: