Part 4/7:
Content: The Crux of the Problem
A significant factor behind the subscriber decline is the lack of compelling new content. Despite being one of the largest media companies with a wealth of intellectual property (IP), Disney has notably failed to deliver engaging original programming on Disney Plus this year.
The platform's second most-watched show, "Acolyte," barely made the top 10, indicating a general lack of must-watch content. Original series from Marvel and Star Wars—two of Disney’s most valuable franchises—have underperformed, leading to disappointment amongst dedicated fans and casual viewers alike.