Uploaded December 2025 | Updated September 2026, 2 weeks ago
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In late 2025, Disney quietly doubled the annual price of Disney Plus from $79 to $159. People were furious. Subscriber counts had already been slipping, the stock had gone nowhere for a decade, and then executives dropped an even stranger line after Andor succeeded: “streaming is dead.” So what actually happened? This video breaks down what Disney Plus was supposed to be, why it exploded out of the gate, and why that early momentum completely stalled. Disney entered streaming with an unmatched pile of IP, Pixar, Marvel, Star Wars, Fox, and even Hotstar, and for a moment it looked unstoppable. Tens of millions signed up in months, Netflix stumbled, and the industry panicked. But hype fades. Netflix kept growing while Disney Plus plateaued. Originals got more expensive, churn skyrocketed, and despite billions of minutes watched, Disney’s streaming business lost billions of dollars. Netflix, somehow, stayed profitable. The turning point came when streaming companies stopped chasing scale and started chasing profit. Password crackdowns, price hikes, content pullbacks, and strategic subscriber losses changed the game. Disney followed the same playbook, and for the first time, Disney Plus started making real money. This is the story of why Disney Plus is not dying, why streaming “failed,” and how losing subscribers became the smartest move Disney ever made.
LinkedIn: linkedin.com/in/hariharan-jayakumar-silo
Instagram: instagram.com/hariharan.jayakumar
Timestamps:
0:00 - Disney+ Price Hike
0:36 - The Sleeping Giant
4:30 - Waning Hype
9:39 - Strategic Churning
Resources:
pastebin.com/RwBT5fr0
Disclosure: This video is sponsored by Coursera. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
Check out Coursera and get 40% off for 3 months using my link 👉🏻 imp.i384100.net/c/6730596/3719965/14726
In late 2025, Disney quietly doubled the annual price of Disney Plus from $79 to $159. People were furious. Subscriber counts had already been slipping, the stock had gone nowhere for a decade, and then executives dropped an even stranger line after Andor succeeded: “streaming is dead.” So what actually happened? This video breaks down what Disney Plus was supposed to be, why it exploded out of the gate, and why that early momentum completely stalled. Disney entered streaming with an unmatched pile of IP, Pixar, Marvel, Star Wars, Fox, and even Hotstar, and for a moment it looked unstoppable. Tens of millions signed up in months, Netflix stumbled, and the industry panicked. But hype fades. Netflix kept growing while Disney Plus plateaued. Originals got more expensive, churn skyrocketed, and despite billions of minutes watched, Disney’s streaming business lost billions of dollars. Netflix, somehow, stayed profitable. The turning point came when streaming companies stopped chasing scale and started chasing profit. Password crackdowns, price hikes, content pullbacks, and strategic subscriber losses changed the game. Disney followed the same playbook, and for the first time, Disney Plus started making real money. This is the story of why Disney Plus is not dying, why streaming “failed,” and how losing subscribers became the smartest move Disney ever made.
LinkedIn: linkedin.com/in/hariharan-jayakumar-silo
Instagram: instagram.com/hariharan.jayakumar
Timestamps:
0:00 - Disney+ Price Hike
0:36 - The Sleeping Giant
4:30 - Waning Hype
9:39 - Strategic Churning
Resources:
pastebin.com/RwBT5fr0
Disclosure: This video is sponsored by Coursera. Some of the links in this description may be affiliate links, which means I may earn a small commission at no additional cost to you.
