Where Disney Is Heading In Its Next Century | The Circuit

Business Strategy & Market Position - Disney controls valuable IP and distribution channels, generating over $90 billion annually [2] - Disney's flywheel system translates entertainment IP into experiences and products, driving revenue across the company [11] - Disney aims to integrate its television business, serving fans across streaming and linear channels [12][13] - Disney is developing a super app to personalize the Disney Plus experience and reduce friction for users [33][34] Streaming & Content - Disney Plus launched with 10 million subscribers in the first 24 hours [9] - Disney's streaming business turned a profit for the first time in 2024, but remains behind Netflix [23] - Disney focuses on curating content rather than creating a "fire hose" of content [25] - FX's Shogun had 70% Japanese dialogue and became FX's biggest hit ever, signaling a move towards global and localized content [29][31] Leadership & Challenges - Declining revenues from traditional TV and movie theaters pose challenges as studios compete in the streaming market [4] - Political challenges have put Disney and its subsidiaries like ABC in the spotlight [4] - Disney is navigating succession planning, with Dana Walden as a potential candidate for CEO [5][46] - Disney is approaching AI in storytelling with actors, writers, and directors to protect human contributions [39]