flynnibus
Premium Member
No matter what results DIS posts.... the fact remains they are on the front-line of the battle for Media transformation. They are going to be the lightning rod for criticism until the industry successfully transitions to the New World Order.I think the financial sentiment will finally start to change with streaming profitability this current/next quarter.
This has been brewing with ESPN and Movie Theatres for over a decade. We are just no longer under the threat of the future, but the battle is open now and the future is still being hammered out.
D+ losses is the battle immediately in front of them, but once that is past people will return back to the 'where is the revenue vs your historical revenue' and the battles will continue. This period of doubt will continue for years because all success will still have the dark cloud looming about historical stuff until everyone accepts the old ways aren't coming back.