The focus on Disney+ is logical to some extent. Streaming is the future. But it also feels a lot like Wall Streets myopic obsession with China, driven as much by collective belief as by sober evaluation.
And Disney+‘s main selling point, it’s advantage over Peacock or Apple or what have you, is that Disney name. And that Disney name means primarily two things - animation and theme parks. Ultimately, that’s the brand. And that’s what Wall Street doesn’t get - they think it can be Star Wars and Marvel, or that it’s just a name like Paramount or Universal.
On another note, I love Marvel and Star Wars, but that can’t be the extent of their content if they want to be Netflix. They’re going to have move way out of their comfort zone, expand beyond family only content. And they’re going to need to fix the Marvel stuff - I’ve enjoyed Loki, WV, and Hawkeye, but other then possibly the first six episodes of Wanda, they haven’t cracked the streaming model the way they’ve cracked film. They don’t feel as tight or polished.
They also feel cheaper, despite big stars and promises of spending equivalent to the films.