I mean, releasing it on physical media only gives non-subscribers a reason to not subscribe, while also making piracy easier (not that it’s completely prevented now), and production costs of the media itself eats into that revenue.

Disney’s big announcement to focus on DTC (Direct to Consumer; Disney+, Hulu, Star, ESPN+) should be seen as the official move away from prioritising theatrical and physical media releases. Not that they won’t happen, but the focus and company restructuring point at DTC now.