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How the Disney Board Managed Its Streaming Pivot
In September 2026, we look back at how the Walt Disney Company board navigated the massive capital shift from theme parks and linear TV to direct-to-consumer streaming. We examine the specific governance decisions around content spend, the tension between Bob Chapek and Bob Iger, and why the board ultimately doubled down on profitability over subscriber growth. This episode breaks down the strategic trade-offs that defined the last five years of corporate leadership.
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The skinny
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