Disney+ is removing content but not the way that Netflix does

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Disney+ is certainly off to a great start. Back in November, 10 million subscribers signed up in the first 24 hours although some of those were Verizon customers taking advantage of a free year of service. Others might have signed up for a free seven-day trial that everyone gets to use one time to try the service. The video streaming app might not have as wide a range of content as Netflix, but with titles from the Disney Channel, Disney, Pixar, Marvel, Lucasfilm (including Star Wars) and National Geographic, there is something for everyone.
Just two weeks after its debut on Disney+, The Mandalorian was the most-watched television series in the U.S. on any platform. The episodic series is part of the Star Wars universe and has already had a breakout “star” in Baby Yoda. The series is so important to the service that some Disney+ subscribers have already let their monthly subscription lapse now that the first season of The Mandalorian has ended. Unlike Netflix, Disney drops its new episodes weekly instead of all at once, and those departing Disney+ say that they will return in the fall when the show’s second season is expected to premiere. By leaving Disney+ and returning for The Mandalorian’s next season, these consumers are saving $6.99 for each month they wait on the sideline.
Fans of The Mandalorian aren’t the only “things” that are leaving Disney+. Several movie titles have disappeared from the app. Films such as Home Alone, Home Alone 2, The Sandlot, Dr. Dolittle, and Pirates of the Caribbean: On Stranger Tides ended their run on Disney+ once the calendar hit 2020. Unlike Netflix, Amazon Prime and other streamers, Disney removed these movies without making any announcement; the other services provide their subscribers with an advanced warning to give them one last shot at watching a particular film or series before it is removed.
Disney has been promoting new additions to Disney+ and has never hinted that non-classic content would stay on the service forever. As for classic Disney movies, a spokesman said last year that “there will not be a ‘rotating slate’ of licensed movies each month […] With Disney Plus, beloved classics from the Disney vault will now stream in a permanent home, including Snow White and the Seven Dwarfs, Pinocchio, Cinderella, The Jungle Book, The Little Mermaid, and The Lion King — the entire 13-film Signature Collection — all available on day one.”
“Dolittle, and Pirates of the Caribbean: On Stranger Tides ended their run on Disney+ once the calendar hit 2020.”
Polygon’s sources say that legacy deals made before the development of the streaming site is the reason for the departure of non-classic titles. Once those deals are completed, the movies removed could return to Disney+ permanently. For example, one of the top movies on Disney+ is Marvel’s Black Panther. In 2026, streaming rights for the film revert back to Netflix where the movie was found before the launch of Disney’s video streamer. Ironically, Disney does own all of the content on Disney+ even though it must abide by previously agreed to contracts with other streamers.
There remains the possibility that some deals could be renegotiated. That’s how Disney was able to wrest away Star Wars: The Force Awakens from Starz. As it is, besides Black Panther, Netflix is expected to have Star Wars: The Last Jedi, Coco and some other films back in its inventory by 2026. Sure, that seems so far away but before you know it, it will be time for Disney to jettison those titles.
Speaking of Netflix, as of last month one million of the latter’s subscribers were “stolen” away by Disney+ according to brokerage firm Cowen & Co. And while that might not have Netflix executives quaking in their shoes, a survey conducted by Rosenblatt Securities analyst Bernie McTernan found that 29% of Disney+ subscribers dropped a rival streaming service to join Disney’s offering; 9% specifically left Netflix. Disney’s goal is to hit 60 million to 90 million paying customers worldwide by the end of its fiscal year 2024. At last count, Netflix had 158.3 million global subscribers.
Questions & Answers
Q.What is the primary reason some customers are cancelling their Disney+ subscriptions?
What is the primary reason some customers are cancelling their Disney+ subscriptions?
Some Disney+ subscribers are cancelling after the first season of The Mandalorian ended, planning to return when the second season premieres. This allows them to save £6.99 for each month they wait to resubscribe.
Q.Why are some films being removed from Disney+ despite Disney owning the content?
Why are some films being removed from Disney+ despite Disney owning the content?
Non-classic titles are being removed due to legacy deals made before the streaming site's development. Once these existing contracts with other streamers are completed, the removed movies could potentially return to Disney+ permanently.
Q.How does Disney+'s approach to content removal differ from other streaming services?
How does Disney+'s approach to content removal differ from other streaming services?
Unlike Netflix, Amazon Prime, and other streamers, Disney removed certain movies without making any prior announcement. Other services typically provide advance warning before content is removed from their platform.
Q.What is Disney+'s subscriber growth target for its fiscal year 2024?
What is Disney+'s subscriber growth target for its fiscal year 2024?
Disney+'s goal is to attract between 60 million and 90 million paying customers globally by the end of its fiscal year 2024. This is a key target for the streaming service's overall growth strategy.
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