Part 8/9:
Some speculate that Disney is positioning itself for a potential future sale of ESPN or other major holdings—possibly to international buyers or even sovereign entities like the UAE, which has been rumored as a potential interested party. The idea is to liquidate slow-moving or declining assets stealthily while projecting confidence and stability.
Conclusion: A Company in Transition or Deception?
While Bob Iger maintains a public face of stability and strategic focus, behind closed doors, Disney appears to be engaged in a quiet shed of assets that no longer fit its digital future. Whether these moves are part of a deliberate deception—meant to keep investors and competitors off guard—or simply the result of strategic pragmatism remains open for debate.