Disney’s Problem
These past two weeks have been a whirlwind for Disney. Last week’s Apple Vision Pro launch saw Disney as one of the largest third-party video streamers to embrace Apple’s new computing platform. On Tuesday, news broke of Disney forming a surprising partnership with Warner Bros. Discovery and FOX for an all-new sports app. On Wednesday, Disney announced it would buy a stake in Epic Games as part of a larger agreement that will see the gaming company leverage Disney IP into a new Fortnite-like Disney universe. Despite these moves, some of which are likely being done to quiet down activist shareholders, it’s hard to shake the feeling that Disney’s actual problem is being minimized, or worse, ignored, by management.
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