The Rise & Fall Of Disney+ (Why 39 Million Subscribers Cancelled)
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Tech & AI Stories My name is Hari and this channel is centered around explaining the economics of tech and social media. These sectors are generally analyzed through the lenses of finance and economics to determine which industries and companies will thrive and which will fall. In addition to this analysis, my content is often focused on the stories of various famous entrepreneurs such as Elon Musk, Steve Jobs, and Jeff Bezos. I also cover the rise and fall of several interesting companies and services that we come across on a day-to-day basis. There have been so many companies that have risen to fame and then died out in a single generation. The most interesting companies are the ones that were able to save themselves and avoid bankruptcy. Feel free to subscribe if you would like to see any of these topics Logically Answered. Also special thanks to my editors flick5832, imrikon, and vvsnet (Discord)!
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Check out Coursera and get 40% off for 3 months using my link 👉🏻 https://imp.i384100.net/c/6730596/3719965/14726 In late 2025, Disney quietly doubled the annual price of Disney Plus from $79 to $159. People were furious. Subscriber counts had already been slipping, the stock had gone nowhere for a decade, and then executives dropped an even stranger line after Andor succeeded: “streaming is dead.” So what actually happened? This video breaks down what Disney Plus was supposed to be, why it exploded out of the gate, and why that early momentum completely stalled. Disney entered streaming with an unmatched pile of IP, Pixar, Marvel, Star Wars, Fox, and even Hotstar, and for a moment it looked unstoppable. Tens of millions signed up in months, Netflix stumbled, and the industry panicked. But hype fades. Netflix kept growing while Disney Plus plateaued. Originals got more expensive, churn skyrocketed, and despite billions of minutes watched, Disney’s streaming business lost billions of dollars. Netflix, somehow, stayed profitable. The turning point came when streaming companies stopped chasing scale and started chasing profit. Password crackdowns, price hikes, content pullbacks, and strategic subscriber losses changed the game. Disney followed the same playbook, and for the first time, Disney Plus started making real money. This is the story of why Disney Plus is not dying, why streaming “failed,” and how losing subscribers became the smartest move Disney ever made. LinkedIn: https://www.linkedin.com/in/hariharan-jayakumar-silo Instagram: https://www.instagram.com/hariharan.jayakumar/ Timestamps: 0:00 - Disney+ Price Hike 0:36 - The Sleeping Giant 4:30 - Waning Hype 9:39 - Strategic Churning Resources: https://pastebin.com/RwBT5fr0 Disclosure: This video is sponsored by Coursera. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
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