If we see Disney go scorched earth, this will be why. They would be reacting to the current issue as a stepping stone to political interference all of their content generation. It would need to be soon with a crescendo of impact culminating on election day. The later we go into October without that, the more we can assume Disney does not see it as a stepping stone to that outcome and thinks it's a more isolated incident. Perhaps that they can ward off larger impacts just by dragging out the current events and that they don't need to win this battle with such devastation that there will be no future battles.
The slow slog of dragging it out and just making this type of interference ineffective is way less
worthy, but probably better business sense.