Part 8/10:
It may be that Disney is contemplating a "merge" of its various streaming services—Disney+, Hulu, ESPN+—into a single gargantuan platform with different “tabs” or sections catering to various demographics. This approach would mirror HBO Max’s strategy of offering content for all age groups within one interface, separating family-friendly programming from mature content seamlessly.
The Challenge of Content Development and Competition
Beyond strategic pricing and bundling, Disney’s biggest challenge remains content freshness. The company’s recent earnings highlighted a stagnation in new Disney+ content, which helps explain the sluggish subscriber growth. Unlike competitors that churn out new hits regularly, Disney’s focus has been more reactive than proactive.