I think it is this simple, most people interested inh the Marvel streaming shows already subscribe. They signed on for FAWS and Wandavision, so a show like Hawkey keeps them there but doesn't get as many new ones. Shang Chi has also not generated as many as they hoped, but I see this as a result of more people going to the theaters to see it and the non same day streaming. More in theater = less streaming. It is simple math. Just as Dune did not generate many new subscribers, but did well at the box office.