Disney's Subscriber Dilemma
Julia highlights the impact of bringing Hamilton to Disney+, which initially attracted a surge of non-Disney fans but ultimately led to a high churn rate of 70%. This moment underscored the challenge of sustaining subscriber engagement beyond initial interest. The pandemic forced Disney to adapt its strategy for mass adoption, but the shift in Wall Street's focus from growth to profitability necessitated a reevaluation of their approach.In this clip
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Decoder with Nilay Patel
Disney just fought off a shareholder revolt — but the clock’s still ticking
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