Has Netflix canceled Luke Cage and Iron Fist in order to launch team-up series starring the Daughters of the Dragon and the Heroes for Hire? The last fortnight has shaken the Marvel Netflix world; first the streaming giant pulled the plug on Iron Fist, just over a month after the show's second season was released. Now Luke Cage has been canceled as well, also after two seasons.

The decision is all the more surprising because both shows clearly set up a third season. Luke Cage is a crime boss, Danny Rand is on a quest to Asia, and Colleen Wing is New York's new Iron Fist. These stories are unfinished, with every sign Marvel Television believed they'd be getting a third season. What's more, when Netflix canceled Iron Fist they assured viewers that the story wasn't over for Danny Rand and Colleen Wing. It feels like something is in store, that some major twist in the tale is about to happen.

Related: All The MCU Team Ups We'll Never See Because Marvel Keeps TV Separate

That raises the intriguing possibility that these two series have been canceled, in part, for strategic reasons. There's been a lot of demand among fans for Marvel and Netflix to pivot to a new approach, with spinoff shows like Daughters of the Dragon and Heroes for Hire. It's possible that this is what's really going on; that the solo series have been canceled, and that Netflix is preparing to launch a very different Marvel slate.

Why Iron Fist and Luke Cage Were Canceled

Luke Cage and Iron Fist

There's been a lot of speculation that Netflix is canceling their Marvel shows because of conflict with Disney. After all, Disney is preparing to launch their own streaming service in 2019, Disney Play, and that will presumably be in direct competition with Netflix. But those concerns may be ill-founded. For one thing, the Marvel Netflix shows are aimed at a completely different demographic to Disney Play, which the House of Mouse has already confirmed won't be doing R-rated content. Meanwhile, Netflix's Chief Content Officer Ted Sarandos recently confirmed to investors that Netflix alone can pull the plug on the Marvel Netflix series. "Those shows are for us to cancel," he explained in quite blunt terms, possibly frustrated at the constant speculation, "and we’re super happy with their performance so far." That statement implies the relationship between Marvel and Netflix is expected to continue, even if things are no doubt a little more strained due to Disney Play.

So far, the most common theory as to why Netflix canceled these shows is simply that they may not be getting enough viewers. It's difficult to say; unlike TV networks, Netflix doesn't traditionally release viewing figures, so we're essentially speculating in the absence of data. While the first season of Iron Fist was a hit in terms of viewership, marketing emphasized its close relationship with The Defenders series as a hook. Absent that, it's quite possible season 2 didn't perform quite so well; perhaps the improved critical and public reception to the second season just wasn't enough to draw back audiences who were disappointed after season 1.

In the case of Luke Cage, sources told The Hollywood Reporter that the cancelation was "due to creative differences and the inability to agree to terms for a third season of the show.Deadline has been told execs had problems with the more developed scripts, and that Netflix had requested the series be cut from 13 episodes to 10. Both Marvel and Netflix refused to move, and as a result talks for the third season fell through.

Related: Netflix Made A Big Mistake Canceling Iron Fist

There is one final variable that has to be factored into Netflix's decision-making process, although we'll never know how much of a part it played in the cancelation of Iron Fist and Luke Cage. Netflix is a data-driven company, dependent on sophisticated algorithms to analyze viewer behaviors and dividing their audience into roughly 2,000 so-called "taste communities." The more you use Netflix, the more data it has to assess your behaviors and categorize you into these taste communities, recommending specific shows that it believes fit your tastes. It's quite possible that Netflix noted Iron Fist and Luke Cage were being watched by groups of viewers who tended to tune in to a lot of other content on the streaming service. If that's the case, the shows may not have been quite as much a priority, or alternatively Netflix may have wanted to experiment and change tack a little.

Luke Cage and Iron Fist's Story Isn't Over

The interesting thing about the cancelation of Luke Cage and Iron Fist is that neither story was actually over. Take Luke Cage, for example: season 2 ended with Harlem's Hero in a surprising, albeit quite cool, place. Black Mariah was killed, and Bushmaster was defeated. But, in an unexpected twist, Black Mariah left Harlem's Paradise to Luke. He decided that the best way to bring peace to Harlem was to step up and take charge of the local gangs, becoming a local crime boss. It feels vaguely reminiscent of a Daredevil arc from the comics, Shadowland, in which the Man Without Fear took charge of the Hand in a wrong-headed attempt to end crime in Hell's Kitchen. Needless to say, it didn't go well for Daredevil, and he wound up corrupted. As Nietzsche observed, "if thou gaze long into an abyss, the abyss will also gaze into thee." Certainly Misty Knight believes a similar fate will inevitably befall Luke.

As for Danny Rand, in Iron Fist season 2 he gave up the Iron Fist and headed off to Asia on a quest to uncover the secret history of the Iron Fist. His power was passed on to Colleen Wing, who will become a street vigilante in her own right, battling against crime in Chinatown. Misty hinted that she intended to call Colleen in as a potential tool against Luke. After all, as Misty noted, she has "one of the few weapons that might make a dent in that man." A flash-forward scene set months later revealed that both Danny and Colleen will unlock new Iron Fist powers, with Danny even regaining the Iron Fist; both will discover how to channel their Chi through weapons, ranging from guns to swords.

All this makes Netflix's decision to cancel Iron Fist and Luke Cage pretty strange. Both ended with the lead characters in an exciting new status quo; in Iron Fist's case, the series had essentially changed its lead in the first place. It raises the possibility that Netflix is playing a different game, and that the streaming giant is about to announce a radical overhaul of its Marvel slate.

Page 2 of 2: Is Netflix Preparing for Daughters of the Dragon and Heroes for Hire?

Netflix Could Be Preparing for Daughters of the Dragon...

Curiously enough, back in September - shortly after the release of Iron Fist season 2 - we'd suggested that Netflix should cancel Luke Cage season 3. Our argument was that the changed status quo for both Luke Cage and Danny Rand meant Netflix should adjust its entire Marvel slate in quite a dramatic way.

This is because there's increasing demand among viewers for a Daughters of the Dragon spinoff series starring Simone Missick's Misty Knight and Jessica Henwick's Colleen Wing. The second seasons of both Luke Cage and Iron Fist stressed the strong dynamic between the two actresses, and both characters have stepped up dramatically; Misty is now a major figure in the NYPD, while Colleen has literally become one of New York's vigilantes. The two are typically presented as a team in the comics, the so-called Daughters of the Dragon, and the time really does seem right for Netflix to take a similar approach.

Related: Iron Fist Season 2 Turned Marvel Netflix's Worst Show Into One Of Its Best

It's not even difficult to see a potential arc for the Daughters of the Dragon; Luke Cage himself could be the villain. This could be the story of Luke Cage's fall from grace, with the focus being on how it affected his friends, and whether they'd be able and willing to stop him as he becomes a major figure in New York's criminal underworld. That would be a similar approach to the Shadowland event in the comics; the ground was prepared for that in the regular Daredevil comics, but it then jumped to an event miniseries that starred Daredevil's friends as they attempted first to redeem, and then to defeat, the Man Without Fear. Marvel and Netflix could take a similar approach, with Misty and Colleen ultimately breaking Luke's criminal empire and Harlem's Hero realizing how far he has fallen.

...And Then Heroes for Hire

Mike Colter and Finn Jones Marvel Heroes For Hire

But what of Danny Rand? It's actually best to save the character for a little while; after all, he's headed on a quest to Asia, and that will presumably take him away from New York for quite some time. When he does return, it could easily be with the power of the Iron Fist restored to him, but also with a new, deeper knowledge of the mystical secrets behind K'un-Lun. His return to New York could be the trigger for another Marvel Netflix spinoff, starring Finn Jones's Iron Fist and Mike Colter's Luke Cage. It could finally be time for the much-anticipated Heroes for Hire teamup series between the two characters.

In the comics, the bromance between Power Man and Iron Fist is one of the most loved Marvel Comics character dynamics. They ultimately formed their own team, "Heroes for Hire," which is exactly what it says on the can: a sort of superhero version of the A-Team, who you can call upon if you have a problem. The Heroes for Hire ostensibly take money for their services, but in reality waive that whenever their consciences get in their way. The developing relationship between Danny Rand and Luke Cage has been one of the highlights of recent Marvel Netflix shows; they clashed significantly in The Defenders, but they've increasingly become good friends, and Jones' cameo in Luke Cage season 2 marked one of the best episodes of that season. When Marvel and Netflix announced Iron Fist's cancelation, they teased that the character would return, and this kind of approach would make sense.

At this stage, sadly, there's no evidence that this is what Netflix is planning - even if it is a business strategy Marvel lovers could get behind. What's more, even if this idea is in play, the reported creative differences between Marvel and Netflix over Luke Cage season 3 suggest that they may fail to happen. It could well be that Marvel want to go in one direction, and that Netflix want to sign off on another. All this setup may well come to nothing; even if this is the plan, disagreements between the powers that be may mean it doesn't come to pass.

That said, we're still holding out hope for these characters to return in Heroes For Hire and Daughters of the Dragon - because we're not ready to say goodbye just yet.

More: Iron Fist Recap: From Disappointing Season 1 To Defender To Luke Cage