Stream Dreams & Sporting Schemes
By uniting these two streaming giants, Disney could unlock a treasure trove of savings and efficiencies
What is Disney+ & Hulu?
The new theme park planned for Orlando, Florida has both Peltz & Blackwell Capital worried.
What is Universal Epic Universe?
The second shortest-serving CEO in Disney history has activist investors questioning Disney's ability to find Bob Iger's successor.
The technology Blackwell wants to leverage to lead Disney's movie-making process.
What is AI?
Peltz believes scaling back this Sportsball networks plans and focusing on streaming & cable will be pivotal.
What is ESPN
The portion of the Disney business that Blackwell Capital wants to spin-off into its own REIT company.
What is Disney Parks & Resorts?
For the first time since 2015, this Hollywood studio overtook Disney as the highest-grossing studio in the 2023 box office.
What is Universal Studios?
What Peltz believes to be too much of a focus for Disney's motion picture business, as it causes less long-term benefits over the alternative.
What is Sequels?
What is $1 billion
The technological tool Blackwell wants to incorporate into the Disney Parks experience, from booking, park navigation crowd control, and more.
What is AI?
Donald Ducks intellectual uncle that Disney has leveraged to educate shareholders on how to vote and whom to vote for?
Who is Prof. Ludwig Von Drake?
Peltz believes Disney needs to take a more risky approach outside of core franchises, akin to this streaming giant.
What is Netflix?
Peltz believes this service needs to be re-evaluated globally, with the potential to stop operations and license content in select countries.
What is Disney+?
One of Disney's existing businesses that Peltz wants to spin-off, is to provide employees the chance to "control their destiny" on the silver screen.
What is TV / Linear Networks?
Former Disney executives who Disney & Blackwell have claimed are "acting out" by participating in Trains bid.
Who is Ike Perlmutter and/or Jay Rasulo?
Nelson Peltz named these two Marvel films when questioning Kevin Feige's leadership and Disney's "woke" film strategy.
What is Black Panther & The Marvels?