As part of its investor earnings call yesterday, Disney’s CFO Christine McCarthy dropped news that Ms. Marvel will be launching later than expected and that Andor will follow suit. Bad news as Disney+ growth slows.

Disney+

The show will be launching in the July-September 2022 window, the third quarter of the year, and towards the end of the Disney fiscal year. It was expected sometime after the new year. Kamala Khan stars in the show and this will lead to her character appearing in The Marvels movie in February 2023. Andor will be released in the same quarter.

Hawkeye, The Book Of Boba Fett, She-Hulk, Moon Knight, and Obi-Wan Kenobi are all still to come, along with season 3 of The Mandalorian. Disney+ better hope they get here soon as other news is not good for the streaming service, not good at all.

Disney+ exploded out of the blocks and grew fast. That growth is now stalling and Wall Street is nervous. Investors bet big on continued growth. Disney+ hit 118.1 million memberships over the July-September quarter in 2021. However, the growth of only 2.1 million from the previous quarter is way down on what analysts were banking on which was 10 million new sign-ups.

andor

CEO Bob Chapek chimed in to reassure investors that they are still on target to hit +230 million subscribers by 2024 and still show 60% year-on-year growth. But if it is slowing like that, all the CEO blather in the world won’t help. They need one thing, and one thing only. Content!

There have been big content production delays, mostly due to COVID at the start but this has still not shaken out. It won’t until next year when they claim the plan is to double the amount of original content currently on Disney, Marvel, Pixar, Star Wars, and National Geographic while boosting Disney+ content spending above the $8 billion-$9 billion range and to look outside the US for growth by including international programming.

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