It turns out that a lot of people subscribed to Disney+ just to watch The Mandalorian. And now Disney is seeing a drop off in subscribers, as those people are cancelling their subscriptions.
This is not a surprise to us. It’s something we knew would happen.
There had been a lot of chatter online, even before Disney+ launched, that people were just using their subscription to watch the one Star Wars show and then they were going to cancel it. Others were saying that they are only using their subscription because they got it for free from places like Verizon, but they would not be continuing it after their free year runs out.
Apparently, Disney+ is sending out surveys to those that cancel.
We were hearing that those who cancelled where given something like and “exit survey” to determine why they were cancelling. “The Mandalorian” was not one of the reasons given, but a lot of people are checking “Other” and writing it in.
Someone posted and example on Twitter:
gravity falls is on disney+ why would you cancel it. https://t.co/BmKn9dhwOa
— Your Friendly Mexican (The Gravity Falls Shill) (@yfriendlymxican) December 30, 2019
I’m not sure to what extent the cancellations are happening, but there are many on social media talking about how they have or will be cancelling. I doubt there will ever be a straight answer given. Someone will undoubtedly ask this question at the next investor phone cal, and they will likely get Iger talking around the question and bringing it all back to the “positive news” he wants to focus on.
Now that being said, I’m sure there will be boosts in subscriptions again when the Marvel content and The Mandalorian Season 2 begins. For a lot of people they don’t want to pay for an ongoing subscription when they just want to watch a couple of shows.
What do you think? Comment and let us know!