Moat Building And Margins: Valuing Disney As Iger Unlocks The Power Of A Unified App

Core Insights - The Walt Disney Company is working on creating a super bundle that combines Disney+, Hulu, and ESPN+ into a unified product, which is seen as a strategic move to establish a competitive advantage in the streaming market [1] Group 1 - The initiative to create a super bundle is aimed at enhancing customer retention and expanding the subscriber base across its streaming platforms [1] - This bundling strategy is expected to strengthen Disney's market position against competitors in the increasingly crowded streaming landscape [1]