Part 7/9:
Some analysts believe Disney and Hurst are quietly “having a breakup,” shedding assets that no longer fit their strategic direction. Disney may be interested in divesting from linear channels and focusing on streaming services like Disney+ and Hulu, but publicly denying such moves might be a way to manage investor expectations or avoid alarming the stock market prematurely.
The Larger Context: What's Really Going On?
This tangled web indicates that Disney’s current media changes are not just about adapting to industry trends but also about managing liabilities and maximizing asset value before they become liabilities.