Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More
Latest Resource
December 8, 2023
The Hottest Stocks Under the Tree

Holiday shopping is in full swing. If you haven’t started […]

Read More

Disney+ Cancellation Chatter Skyrocketed in March

April 11, 2022

Disney has come under serious fire recently…

Florida Governor Ron DeSantis recently signed the “Parental Rights in Education” bill into law… more commonly known as the “Don’t Say Gay” bill.

Disney took a public stance opposing the bill, and people around the world aren’t happy.

It has resulted in many stating they will cancel their subscription to the Disney+ streaming app.

The tweet above is from former Liverpool soccer player Dejan Lovren.

LikeFolio recorded a spike in mentions multiple times in March, related to this politicized event.

Is it time to panic?


Cancellation mention volume is already normalizing.

And LikeFolio members know that political boycott events rarely have any bite.

Do you remember Netflix’s ‘Cuties’ scandal? Or the one involving Dave Chappelle?

Barely? Not at all?


Here’s what we know:

  • Prior to this event, Disney+ cancellation mentions had been steadily moving lower – a positive sign for long-term retention.
  • Consumer time spent streaming is tempering on a YoY basis as consumers resume “normal” social activities. These mentions are pacing -10% YoY.
  • Disney+ new subscription growth has been slowing for some time, especially among English speakers. Keep an eye out for continued international growth.
  • Disney+ consumer happiness is consistently higher vs. peers.

Happiness has slipped by 4 points in the last month but is showing signs of normalization. Recommend tracking this for any long-term impact.

Bottom Line: Disney+ user growth IS slowing among English speakers. But this was a trend prior to this politicized event, not because of it.


Related Posts

Is Disney losing its magic?

The Walt Disney Company (DIS) Exactly a year ago today, […]

Read More
Starbucks announces plans for massive expansion

Starbucks (SBUX) Starbucks shares surged to an all-time high yesterday […]

Read More
New content is keeping Disney Plus subscribers around

Disney+ (DIS) The explosive consumer adoption of Disney Plus is […]

Read More
1 2 3 6

Related Posts

Related Reports


Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

© 2023
 LikeFolio. All Rights Reserved.
Privacy Policy
Terms of Use
LikeFolio userslaptop-phonepie-chartselect