Part 11/13:
Disney's struggles mirror a broader industry trend: the challenge of maintaining relevance amidst shifting consumer behaviors. The dominance of Netflix remains unrivaled, with most streaming consumers still heavily favoring its content. Disney’s attempt to shift toward a new content and streaming model faces stiff competition with slow growth and high costs.
At the same time, big-budget productions like Captain America: New World Order and Snow White have faced delays, extensive re-shoots, and mounting costs—costs that threaten their profitability. The high-budget Andor and Acolyte projects also underscore Disney’s hefty investment in new franchises, which have yet to prove consistent hits.