17min chapter

Decoder with Nilay Patel cover image

Disney just fought off a shareholder revolt — but the clock’s still ticking

Decoder with Nilay Patel

CHAPTER

Disney's Streaming Struggles

This chapter explores Disney's ongoing challenges amidst a shareholder revolt and the decline of traditional media revenues. It analyzes the shift from cable to streaming, the impact of rapid Disney+ subscriber growth during the pandemic, and the financial strains that followed. The conversation also emphasizes the need for Disney to leverage its brand strengths and consider a renewed focus on in-person experiences to navigate the evolving media landscape.

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