Overview
- Disney+ lost 700,000 subscribers in the first quarter of 2025, underscoring a broader engagement decline
- Recent theatrical releases—Pixar’s Elio and Marvel’s Captain America: Brave New World and Thunderbolts—fell short of box office targets
- Kevin Feige and insider producers say the mandate for nonstop Disney+ content diluted creative focus and eroded the MCU’s prestige
- Lucasfilm has limited new Star Wars streaming series to a second season of Ahsoka even as Walt Disney Studios and Disney Animation have avoided similar setbacks
- Bob Iger will cap Marvel series on Disney+ at one or two standalone shows each year in an effort to rebuild audience interest and brand value