Let’s take your assertion as 100% valid and that Disney+ breaks even, better yet eeks out a profit sometime in FY 2024.
Does anyone expect that profit to be earth shattering? Does anyone expect D+ to be a continuing profit center with solid revenues going into the foreseeable future, as some had hoped?
Or does D+ hang around as a division that flounders in the middle depending on the quarter?
Does anyone think D+ can ever make back all that which was lost since its inception? Subscribers have peaked, subscriber pricing is maxed out, leaving the only factor affecting arpu being ad revenue, which doesn’t sound promising with stagnant subscriber numbers and low rated shows.