With Disney+’s phenomenal two-year subscriptions growth run slowing as saturation levels rise in North America and Europe, some analysts have argued that the streaming service will have to offer a broader variety of content for adults to reach its growth targets in the years ahead.
MoffettNathanson senior analyst Michael Nathanson, for example, while confident that Disney+ can still reach its target of 230 million to 260 million subscribers by 2024, has noted that the service has low penetration in the 50+ household demographic.
The needed penetration in older households in North America and elsewhere will require developing “off-brand, general entertainment content that has the feel” of Netflix or Hulu, he has said.
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