I stand by my $12B net worth for Disney. For starters, the only thing that is really valuable are the theme parks, but they are all starting to fail as attendance is down while attendance is up at Universal theme parks. In addition, ESPN is losing in the ratings as the only reason to watch the channel is for live sports while there isn't any reason to watch ABC.
A major reason why Disney is in trouble is because of the dispute with Comcast over Hulu. Disney wants to merge Hulu with Disney Plus. To do so, they must buyout the portion owned by Comcast in 2024, but they don't have the money. The only argument they have is for Comcast to take a lower payment due to the existence of Peacock. Then again, all streaming is pretty much a money loser. The only companies that can afford to run a streamer are Apple and Amazon.
I stand by my $12B net worth for Disney. For starters, the only thing that is really valuable are the theme parks, but they are all starting to fail as attendance is down while attendance is up at Universal theme parks. In addition, ESPN is losing in the ratings as the only reason to watch the channel is for live sports while there isn't any reason to watch ABC.
A major reason why Disney is in trouble is because of the dispute with Comcast over Hulu. Disney wants to merge Hulu with Disney Plus. To do so, they must buyout the portion owned by Comcast in 2024, but they don't have the money. The only argument they have is for Comcast to take a lower payment due to the existence of Peacock. Then again, all streaming is pretty much a money loser. The only companies that can afford to run a streamer are Apple and Amazon.