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.