Part 7/12:
The broader industry trend shows streaming gaining market share over traditional cable, with platforms like Netflix and YouTube dominating in subscriber counts and market value. For example, Netflix boasts over 300 million subscribers with a market cap nearing $500 billion, while Disney’s streaming services (Hulu + Disney+) total around 128 million subscribers and are valued at about $29 billion. This valuation discrepancy underscores Disney's potential to become a massive player—possibly surpassing current valuations if they focus on strategic leadership and streamline their content offerings.