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Megabanter 2021: Streaming wars get real, legacy studios at risk

The Business

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The Future of the Walt Disney Company Has Been Put in the Hands of a Streaming Service

The future of this company, at least from a shareholder perspective, has been disproportionately put in the hands of thi streaming service. The problem that i sent from talking to a bunch of scurrent andformer disney people is that they probably got too optimistic about just how quickly they were going to grow. And they set then unrealistic goals for themselves. It's pretty clear that wall street sar cercus om a streaming number. Really has been over the last year.

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