Part 10/11:
Moderate growth in streaming and marginal gains in revenues may not be enough to offset the ongoing declines elsewhere. The key question remains: Will Disney manage to "pull a rabbit out of its hat," or are we witnessing the beginning of a prolonged downturn?
Current trends predict a rough 2026 for Disney, especially as comparisons to the "Bob Cheek" years—an allusion to leadership struggles—loom on the horizon. Unless significant strategic shifts occur, the company risks further underperformance, risking its long-time reputation as the entertainment industry’s gold standard.