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How Disney Pivoted From Theme Parks to Streaming
Disney's pivot from a theme park and theatrical powerhouse to a streaming-first media giant is one of the most consequential corporate transformations of the decade. In this episode, Lucas and Luna break down the specific numbers and decisions behind Disney Plus, including the $71 billion Fox acquisition, the shift in content spend from $9 billion to $30 billion annually, and how Bob Iger navigated internal resistance from the cable division. They explore why Disney bet the house on direct-to-consumer, the role of ESPN Plus and Hulu, and what the pivot means for the future of the Magic…
The skinny
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