I don’t buy that Disney is in trouble at all.

Streaming prices are going up, ads are now a thing unless you pay more, password sharing is on the way out, and soon showing movies in theaters first will taker over, and finally, they’ll begin bundling services you don’t want with the ones you do, and have a minimum subscription term so you can’t just cancel and switch to a different service on a whim. That’s, pretty much their old business model, just cutting out the cable companies.

In the meantime, they’re playing hardball with actors and writers, in hopes of locking them in a long term contract with less money “because streaming isn’t making money”, before much of the above takes hold.