Decoder with Nilay Patel Disney just fought off a shareholder revolt — but the clock’s still ticking
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Apr 18, 2024 
Julia Alexander, VP of Strategy at Parrot Analytics and a former Verge reporter, dives into Disney's recent shareholder revolt and its implications for the streaming industry. The discussion reveals how Disney is grappling with the challenges of its streaming service and the decline of traditional media revenues. Julia argues that Disney must leverage its strengths and reconsider its content strategy to thrive. Moreover, the conversation touches on the Marvel franchise's impact on Disney+ and the pressing need for a balanced approach in a competitive media landscape.
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Cable Bundle vs. Streaming
- The cable bundle was highly profitable for companies like Disney due to its bundled channel offerings and affiliate fees.
- Disney's streaming business hasn't replicated this success, raising concerns about its long-term profitability.
Pandemic Streaming Strategy
- Disney's strategy of releasing movies directly to streaming during the pandemic cut traditional revenue streams like DVD sales and licensing.
- This shift, coupled with the decline of cable, significantly impacted Disney's profitability.
Disney's Revenue Challenge
- Disney's cable revenue decline necessitates finding new revenue sources, potentially through parks and streaming.
- Disney Plus faces the challenge of recouping lost cable revenue while managing rising costs and churn.