Part 11/12:
The overarching narrative suggests that Disney’s aggressive tactics aim to strengthen their streaming empire and limit competition, but may backfire if perceived as monopolistic. Industry experts believe that YouTube is well-positioned to capitalize on a potential content deal break, especially since YouTube’s valuation is significantly higher than Disney’s OTT segment alone.
As 2026 approaches, many anticipate major shifts in the streaming landscape, with potential rate cuts, new leadership, and competitive realignments. For consumers and investors alike, being prepared and strategic will be essential to navigate this rapidly evolving environment.