Streaming's Economic Shift
Disney's rapid subscriber growth masked deeper economic challenges as the streaming landscape evolved. The transition from cable bundles to direct-to-consumer models has proven unsustainable, with Disney facing over $11 billion in losses without turning a profit. The leadership change from Bob Iger to Bob Chapek highlights the struggles of adapting to a new era in media consumption.In this clip
From this podcast
Decoder with Nilay Patel
Disney just fought off a shareholder revolt — but the clock’s still ticking
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