Disney+ U.S. Growth Slows Sharply in First Half of 2021, Internal Data Shows

U.S. subscriber growth at Disney’s Disney+ streaming service slowed sharply in the past few months, according to internal data reviewed by The Information, with most of the growth in the service this year coming from India and Latin America. The slowdown is sure to intensify a debate about whether Disney should broaden the programming on Disney+ to appeal to a wider group of people.

Disney+ had a little more than 110 million total subscribers late in Disney’s third fiscal quarter, which ran through early July, according to the internal data, up from the 103.6 million the company reported for the quarter ending April 3. Of the most recent total, nearly 38 million were in India, up 12 million over the past six months. The U.S. and Canada together accounted for close to 38 million subscribers. That compares with the start of February, when North America had about 37 million subscribers, according to two people with knowledge of the internal data.