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The problem isn't that people are cancelling - it's a drop in the bucket - but that investors are getting upset about it: > The more than 1.7 million cancellat
by pavel_lishin 1y ago
The problem isn't that people are cancelling - it's a drop in the bucket - but that investors are getting upset about it:
> The more than 1.7 million cancellations represent less than one percent of all Disney+ subscribers, but the timing is considered problematic. Just a few weeks earlier, Disney had promised its investors an additional 10 million subscriptions by the end of September 2025.
> Some investors are now demanding access to internal documents regarding Kimmel’s suspension to better understand the management’s decision. This puts the company under pressure once again to create transparency and more clearly disclose the development of Disney+ subscribers.
- tjpnz 1y agoThe country with the most D+ subscribers is India because they have exclusive streaming rights for cricket. If you subtract them from the equation that 1.7 million is even more troubling from a consumer backlash perspective.
- mcdonje 1y agoThe "problem" is that people are cancelling. That's why investors are getting upset. This isn't just any metric. It impacts their bottom line. Yes, the current impact is low, but the trend is going down when they expected it to go up. Boycotts work. Voting with your dollars works. It's one of the few levers regular people have that can possibly make any impact.
- tobr 1y ago> The problem isn't that people are cancelling […] but that investors are getting upset about it ”The problem isn’t that my PR is buggy, but that the reviewer is getting upset about it”
- jagged-chisel 1y ago> Some investors are now demanding access to internal documents regarding Kimmel’s suspension to better understand the management’s decision. “Politically motivated” is the reason. This must be obvious.