Disney growth looks much more tepid, says media mogul Tom Rogers

Disney's Performance & Streaming Landscape - Disney's third-quarter earnings topped expectations, but revenue slightly missed [1] - Disney saw growth in its streaming business, with ESPN announcing a major NFL network deal [1] - Hulu and Disney+ sub growth appears stalled compared to Netflix [4] - Advertising revenue on the streaming side was flat to slightly declining, raising concerns about growth [4] - Disney's streaming revenue now exceeds linear revenue, with almost half of viewing coming from streaming [10] - Hulu and Disney+ have the most ad revenue of any streaming service [10] Netflix vs Disney - Netflix's results are comparatively stronger than Disney's [6][9] - The industry finds both companies' decision to withhold sub numbers misguided, especially given Disney's slower sub growth [7] Challenges & Strategies - The streaming business is proving challenging for everyone [12] - Disney is cutting costs to increase profitability [12] - Disney CFO indicated no plans to increase investment in domestic programming [12] - Higher sports costs are impacting entertainment programming investment, while more entertainment programming is needed to drive engagement [12][13]