Part 5/12:

Disney+ and Hulu, intended to be the future of Disney’s entertainment delivery, are still bleeding money. With a projected loss of nearly $800 million in the last quarter, the streaming investments are under intense scrutiny. Wall Street has begun demanding profitability and value from these services rather than mere subscriber counts. Disney’s strategy includes raising subscription prices, but subscriber losses continue—most notably, a loss of four million users last quarter, predominantly from India.

The pressure on streaming underscores the broader difficulties facing Disney’s traditional media model. Iger's approach appears to be a pragmatic retreat—selling off assets that no longer directly contribute to the company's long-term strategic goals.