Bob Iger’s Six-Month Report Card at Disney
The Town with Matthew Belloni
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The Eiger 10 Year, Eiger 2.0 and a Theory of Disney's Future
Disney lost subscribers at their streaming services last quarter. They gave up the cricket rights and those are low value subscribers. And they're also losing customers in the US. This is not the growth business that many thought streaming would be. But it's not a given that this stuff is going to happen for Disney. That it will be a long term player in the global streaming business.
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