“The Book of Boba Fett” arrived on Disney+ in December. But analysts say that the service needs more offerings for older viewers and people without children.Credit…Disney+Six months ago, Disney’s all-important streaming service was continuing to breeze past Wall Street’s expectations for subscriber sign-ups. Disney shares were trading at around $180, a big increase from a year earlier. Sounding almost giddy, Bob Chapek, Disney’s chief executive, told analysts that the Delta variant of the coronavirus had not dented theme park attendance, calling ticket sales “pretty darn good.”Disney shares have fallen 20 percent since then, the result of slowing growth at the Disney+ service and investor concerns about the streaming business in general. The worry is that a glut of services (Netflix, HBO Max, Hulu, Paramount+, Peacock, Amazon Prime Video, Tubi, ESPN+) have started to cannibalize each other and wear consumers out: The thrill is gone. In addition, the Omicron variant surged just in time for the end-of-year holidays, when Disney theme parks are usually jam-packed.Can Mr. Chapek reverse the narrative?Disney will report quarterly earnings after the close of trading on Wednesday, and nothing short of a star performance will do. Last month, Netflix said it added 8.3 million subscribers in its most recent quarter, instead of the projected 8.5 million, and forecast a slowdown for the current quarter compared with a year ear …
