Disney used Thursday's Investor Day event 'to actually unveil the version of its crown jewel, Disney Plus, that executives have touted for a very, very long time," says Julia Alexander. "When Disney Plus launched in 2019, the idea was a relatively simple one that would accomplish three tasks: people would sign up for the service (or the Disney bundle in the United States that combines Hulu and ESPN Plus), people would stay subscribed, and every new show would help Disney’s other, non-streaming divisions. Think of all the people with Grogu (forever Baby Yoda in my heart) plushies or Mandalorian action figures; think of all the Mandalorian-related food items or exclusives that Disney will use to fill its parks. Launching just five months before a pandemic made the first two hard and the third nearly impossible. Disney Plus was starved of exciting new content between December 2019 and October 2020, when the first Mandalorian season ended and the second season began. There were a handful of exceptions — a new season of Clone Wars, Hamilton’s debut, Mulan on Premier Access — but for the most part, Disney Plus was the place to rewatch the Marvel Cinematic Universe for the ninth time. Disney Plus couldn’t compete with Netflix’s onslaught of new shows and movies, new streamers were popping up every other month (including HBO Max and Peacock), and things like Fortnite and TikTok stole people’s attention. There was a promise of what Disney Plus could be that Disney Plus didn’t seem to realize. (Thursday's) presentation established the undeniable version of Disney Plus that delivers on nearly $100 billion worth of acquisitions over the last 15 years. Dozens of new Star Wars, Marvel, and Pixar projects, all based around multi-billion dollar franchises that are adored by kids and adults around the world, all appearing on Disney Plus one right after the other."