Part 9/12:
Disney’s governance involves influential shareholders like Nelson Peltz, who has challenged Disney's management with activist campaigns. Additionally, board members like Pearl M. and others are aware of Disney’s need to balance social agenda-driven content with profitability.
The Potential Impact on Consumers and Revenue
If Disney pulls its content from YouTube TV, subscribers who tune into NFL or sports packages—such as Red Zone, which is only $90/month—could face significant changes. Industry insiders warn that such a move could **lead to a loss of at least 20 million subscribers, generating nine-figure revenue impacts.