Part 14/15:
Conclusion: The Road Ahead for Disney
Disney’s latest investor conference paints a picture of a company trying to recalibrate amidst multiple headwinds—legal setbacks, declining streaming profits, unproven large-scale investments, and creative fatigue. While Bob Iger’s emphasis on quieting the noise may offer a temporary respite, Wall Street remains cautious, questioning whether these strategic shifts will deliver long-term value.