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PM Breakdown: Disney — Can Magic Scale in a Streaming World?

  • Disney is focusing on scaling its streaming service in a competitive market.
  • The key question is whether the quality of Disney's streaming product can match its scale.
  • Disney's streaming audience includes household streamers, binge viewers, sports fans, and global audiences, all of whom value storytelling and product quality.
  • To succeed in a post-subscriber-growth era, Disney needs to transition from offering a library of content to creating a more interactive user experience that blends storytelling with product innovation.

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