The Case for Disney Exiting the Streaming Wars

2026-08-07 · 31 min · 6 entities

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→ appeared on The Town with Matthew Belloni podcast

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Host: Matt Belloni
→ discusses Society & Culture concept

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Feed category: Society & Culture
→ hosted by The Ringer company

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Feed author/publisher: The Ringer

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mentioned The Ringer company

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Feed author/publisher: The Ringer
hosted by The Ringer company

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Feed author/publisher: The Ringer

concepts 2

mentioned Society & Culture concept

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evidence rules-v5
Feed category: Society & Culture
discusses Society & Culture concept

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evidence rules-v5
Feed category: Society & Culture

persons 1

mentioned Matt Belloni person

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evidence rules-v5
Host: Matt Belloni

podcasts 1

appeared on The Town with Matthew Belloni podcast

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evidence rules-v5
Host: Matt Belloni

Episode description as stored

Matt is joined by Wells Fargo analyst Steven Cahall to make the case for why Disney should exit the streaming business and focus only on producing and licensing its content. Steven digs into why Disney is well-positioned to leave streaming, the strength of its IP, and what Disney CEO Josh D’Amaro had to say about Steven’s idea (02:24). Matt finishes the show with another weekend box office prediction for ‘Spider-Man: Brand New Day’ (24:13). Host: Matt Belloni Gust: Steven Cahall Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez Theme Song: Devon Renaldo Nominated for 25 Emmy Awards, including OUTSTANDING COMEDY SERIES. This episode is brought to you by Accenture. https://Accenture.com/Spotify Learn more about your ad choices. Visit podcastchoices.com/adchoices