Part 5/10:
Analysts suggest that Disney’s leadership, including CEO Bob Chapek, may be leveraging the bundling strategy to mask the real health of their subscriber base. By piling on Disney+ and ESPN+ onto Hulu’s existing customer base—regardless of whether those customers want or use the additional services—Disney might be boosting overall subscriber numbers without genuine growth in individual engagement. Such tactics could temporarily elevate stock value and earnings reports but pose long-term risks if genuine content appeal isn’t improved.