Part 5/7:
This content drought is critical because subscriber retention heavily depends on fresh, exclusive content. Disney’s reliance on aging properties and the failure to produce standout originals have contributed to viewers losing interest and cancelling subscriptions.
Market Saturation and Competition
The discussion around saturation naturally arises—markets are crowded, and many consumers already subscribe to multiple streaming services. However, Disney's situation stands out because, unlike Netflix, which continues to add subscribers, Disney Plus appears to hit a ceiling. The company's inability to grow or even sustain its subscriber base suggests deeper issues beyond mere market saturation.