Part 6/10:
The hosts highlight that research firm antenna's data shows an 8% cancellation rate for Disney+ and a doubling of Hulu’s cancellation rate to 10% in recent months. Yet, they caution that this data isn’t comprehensive. It notably excludes wholesale subscriptions and does not account for whether cancellations are part of plan upgrades, downgrades, or switching providers.
Furthermore, Disney has publicly acknowledged that they expect these numbers to plateau, citing "less meaningful" metrics for evaluating business health. The company is increasingly hesitant to release granular subscriber data, fearing that fluctuations could impact investor confidence and stock prices. As a result, both industry insiders and casual observers must interpret these figures with caution.