Part 6/9:
In this white paper, Peltz and Rulo outlined their vision for Disney, including detailed recommendations on how to overhaul operations in streaming, linear TV, and sports broadcasting. For example, they propose consolidating Disney's streaming services, questioning the viability of multiple platforms like Disney+, Hulu, and ESPN, and suggesting a more focused approach to content distribution.
While these proposals aim to stabilize the company's finances and streamline its operations, their success hinges on gaining enough support in the upcoming April 3rd annual shareholder meeting. Their influence could lead to significant governance changes, potentially setting Disney on a different strategic path.