Part 6/10:

Content has always been the lifeline for Disney, and under Bob Iger’s leadership, Disney aimed to leverage its vast portfolio to restore its magic. However, recent developments cast doubt on those plans. The much-publicized underperformance of recent releases, such as Pixar’s Elemental, which boasts the lowest opening weekend since 1995’s Toy Story, has cast a shadow over Disney’s creative pipeline.

Moreover, Disney’s effort to cut costs has involved layoffs—around 7,000 employees have been let go—and pulling programming from streaming platforms, all in a bid to improve margins. Such actions, while financially prudent in the short-term, raise concerns about the company's long-term content strategy.