I think they might be focused on DVC stays primarily at this point. Of course, those don’t directly bring in additional revenue…but they are an obligation. And I suspect a lot of folks with DVC are renting out/gifting those points so that others can come. This brings in, at least, residual income in the way of park tickets, merch, and dining.
I think Disney really wants to burn through the DVC points obligations as much as possible during this time period.
That’s the only reason I can figure. Early on, Disney seemed to be going to great lengths to REDUCE the number of on-site stays significantly…probably too much, in hind sight. But crowds are returning, and you’d think Disney would want to get those folks on-site as much as possible.
On the other hand, if they are filling the hotels they DO have open and filling the parks to the limited capacity, then opening up more hotels on property probably doesn’t help them a whole lot. But they did offer the 40% off stays for AP holders, and 30% off stays for everyone else through December. I think they will likely open up more discounts for January and beyond eventually.