Sirwalterraleigh
Premium Member
Disney is the largest self contained entertainment company in the US now…You still haven’t shared your recommendation for what Disney should do instead of this pivot to streaming. I’m genuinely curious.
And while Disney has acknowledged that costs got way out of hand and PR went sideways, so far the plan is working, isn’t it?
From my perspective, what remains to be seen—and I admit it’s a biggie—profitability without falling back on the old ways of doing things. If they go to all this trouble to pivot, only to fall back into bundled services, two-year contracts, and commercials, I’m going to be very disappointed.
Their reliance on Disney+ makes some sense…but it hasn’t been proven to be “working” at all. The fee structure and costs can’t be sustained. So they’re not “close”. But that’s not a debate worth having right now
Because Disney is so big…they need to have good management and a strategic plan for all their biggest segments. You’re advocating that they drain the largest longterm and potentially destroy it to fund the second biggest.
All need to be run well…and if that means the path to D+ “profit”…which will never be much over modest gain…is longer?
So be it.
Here’s how I can help you: don’t assume that what Disney is selling is correct. They make tons of mistakes. That’s a proven history. Better customers lead to better companies.