No. of Recommendations: 0
This is what Iger's OpenAI licensing deal from last December was all about. DIS is a brand. It monetizes its content and sells to its audience. But not sure the board sees it that way, nor are they likely to give up on streaming, which is audience engagement, data, and steady revenue. First of all, it's gotta be hard to let go of your biggest moneymaker for decades. And their content creation lately hasn't been so good. Plus, D'Amaro is an operator, not a content guy. If they wanted to go this route, they would/should have picked Dana Walden as CEO.
I mean, they operate most of their parks, why is it too hard to operate a streaming service?
tecmo
...
