People are only just starting to talk about Disney’s ARPU dilemma as if it were a brand new revelation – over a year since Faultline spotted the ARPU hole in Disney’s streaming strategy. The world was too busy gushing over the Disney+ launch to notice that Disney’s OTT ARPU could only go in one direction – and the house of mouse had no intention of stopping it. Some 15 months since the streaming service debuted, the ARPU problem across Disney’s OTT video properties is indeed glaring. Disney+ has an average monthly revenue per paid subscriber of just $4.03, a concerning fall of 28% since Disney’s Q4 2019 results when Faultline first spotted the ARPU red flags. With Disney+ since launching…