[thomalex]

There are tootings that Disney+ is due to introduce a new ad supported tariff which will follow the same sort of arrangement as Netflix.

UK wise, £4.99 with adverts, £7.99 without them (but no 4k) and £10.99 with no ads but 4k/Dolby Atmos.  Existing subscribers will move to the £10.99 package at their next biling date after November 6 unless you intervene otherwise.

www.cordbusters.co.uk 

On a related note there seems to be musings that Disney is in trouble.  Not necessarily financial trouble but recent movie productions have flopped (some major big time) and some stuff does well to break even, Disney+ isn't breaking even and there are ongoing issues with Disney Parks, in particular Disney World Florida.

It does seem there's a move away from the now traditional Netflix subscription model to an ad supported model. I feel this was somewhat inevitable as the number of streaming services increased. The Netflix sub model worked where they were the only, or one of the few, major players but the more content is spread out across multiple services people just aren't going to pay for several subscriptions. So after a period of sharp growth in streaming the market is only now going to get smaller for individual services as consumers pick one or two services, and they are likely to favour the cheaper, ad supported ones.

Regarding Disney it does seem that they are in need of a reset. They seem to be releasing a huge number of films no doubt at huge cost but they make very little impact and the streaming market is more competitive than the probably bargained for when they entered the market. The parks are also getting quite long in the tooth and could do with some reinvention to appeal to a new generation. I feel it's a classic case of just doing too many things and they need to take a step back and focus on doing less but doing it better.