Disney's Revenue Challenge
Disney faces a significant shift as the cable bundle diminishes, prompting questions about how it will recoup lost revenue. While Disney boasts powerful franchises like Star Wars and Marvel, its transition to a direct-to-consumer model has increased operational costs without reducing content spending. The brand's global recognition stands in contrast to Netflix's convenience, highlighting the unique challenges and opportunities Disney must navigate in the evolving media landscape.In this clip
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Decoder with Nilay Patel
Disney just fought off a shareholder revolt — but the clock’s still ticking
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