Part 11/12:
With declining stock prices, shrinking market share, and a coming battle over the valuation of its remaining assets—like Hulu—Disney faces a pivotal crossroads. The ongoing struggle over Hulu’s valuation with Comcast, which owns a significant stake, underscores the company's financial fragility.
Leadership changes loom, with rumors of Kathleen Kennedy’s departure from Lucasfilm and a desire for fresh creative direction led by figures like Jon Favreau. However, whether Disney can reinvent itself remains uncertain. Critics warn that unless the company refocuses on storytelling and consumer demand—rather than politics and social messaging—it risks becoming an afterthought in the entertainment industry.