
Disney's Pivot Proposal: Exit Streaming, Double Down on IP and Experiences
A Wells Fargo note by Steven Cahall suggests Disney could lift its stock by about 40% by exiting the streaming business and refocusing on producing IP and experiences, with licensing revenues potentially hitting around $15 billion. The idea marks a dramatic strategic reversal, arguing the library could be licensed to others without harming box office or experiences, and investors might benefit from a de-risked, content-focused model. Disney stock rose about 1.75% on the news.













