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Will Disney+ follow Netflix’s lead in not reporting subscriber numbers? – What’s on Disney Plus

Vaseline 2 months ago

This past week, Netflix announced during its quarterly call for financial investors that starting in 2025, it will no longer report how many subscribers it has each quarter. The streaming service has stated that it does not consider this data as important as other metrics it tracks.

Last year, Netflix also stopped providing guidance on how many subscribers it would have in advance, and it no longer reports on average revenue per subscriber. Instead, Netflix is ​​now focusing on how much money and profit it makes.

Netflix’s decision to stop providing subscriber counts in 2025 did not sit well with Wall Street investors, and the company’s shares fell about 9% this week.

For years, Wall Street was only interested in the number of subscribers of a streaming service and continually urged companies to continue growing their subscriber base. All studios, including Disney, continued to move forward and create as many originals as possible to attract new subscribers and launch in as many countries as possible to continue growing.

But then Wall Street turned around and focused on profitability instead, changing the number of studios, including Disney. Instead, they are now focusing on reducing costs and the amount of original programming they create. Add ad-supported tiers and increase prices.

Now that Netflix is ​​the most popular and largest streaming service, no matter what it does, the other platforms generally follow, and now that Netflix stops informing investors about the number of subscribers it has, this will likely have a ripple effect throughout the industry, as executives at other studios will likely do so as well. see if they can make similar changes.

However, the big drop in Netflix stock may cause some studios to delay a similar move, but if one or more streaming platforms make the same move, they will likely all follow suit, as they will then take some of the heat away from losing subscribers.

Disney has had a lot of bad headlines about losing subscribers, especially in India where it lost more than 20 million subscribers after losing the rights to the Indian Cricket League. Reducing the chance of additional bad publicity will undoubtedly appeal to managers.

I still expect the streaming services to toot their own horn as they hit major subscriber milestones and want to share the positive news, but this shift for Netflix is ​​a big change in the streaming wars, which have become so hyper-focused on subscriber numbers. However, it will also focus more on how much these platforms make and how long-term Wall Street investors respond to having less information on which to base their investments.

Do you think Disney will follow Netflix’s example? Let us know on social media!


Roger Palmer

Roger has been a Disney fan since childhood and this interest has grown over the years. He has visited Disney parks all over the world and has an extensive collection of Disney films and collectibles. He is the owner of What’s On Disney Plus & DisKingdom. Email: [email protected] Twitter: Twitter.com/RogPalmerUK Facebook: Facebook.com/rogpalmeruk