Disney Shifts Content Strategy, Focuses on Quality
Update: 2025-11-19
Description
Disney is adjusting its content strategy, scaling back from the massive spending of the streaming wars. Instead of the thirty-three billion dollars spent in fiscal year two thousand twenty-two, future spending will grow from twenty-four billion dollars in fiscal year two thousand twenty-six, with a focus on quality and local content. Disney Plus has successfully gained nearly one hundred ninety-six million global subscribers, and the company aims to see direct-to-consumer revenue grow by double digits. Disney is not pursuing major mergers or acquisitions, but rather expanding Disney Plus into a broader portal for consumer interaction. ESPN Unlimited, launched in August, has performed well with interactive features, and Disney projects a ten percent operating margin for Disney Plus and Hulu in fiscal year two thousand twenty-six.
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