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Disney Moves Away From Expensive Star Wars Streaming After $650M Andor Bet

The company signals a shift toward theatrical Star Wars projects in response to tighter streaming budgets.

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Overview

  • Tony Gilroy revealed that Disney told him "Streaming is dead" during Andor Season 2 talks, triggering major budget cuts for the series.
  • Andor’s two seasons cost about $650 million, with Gilroy operating largely without creative notes from Disney or Lucasfilm.
  • Since its 2022 premiere, Andor has generated roughly $300 million in Disney+ subscriber revenue, covering less than half its production outlay.
  • Disney CEO Bob Iger has warned that heavy spending on streaming content can dilute brand focus, prompting a strategic pivot.
  • Multiple Star Wars films are now in development for theatrical release, while new live-action shows on Disney+ face an uncertain future.