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      "text": "...Disney Plans to Cut Content Spend Significantly... -25% Entertainment Content Spend Reduction",
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      "text": "While Disney Has Raised Prices Twice This Year for Disney+... +75% Disney+ Price Increases",
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      "text": "...Calling into Question How Sub Growth Will Continue to Trend -1%...? Disney+ (Core) Sub Decline",
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      "text": "Cost cuts alone cannot help multiples expand and in order for the stock to see significant upside, there needs to be a credible revenue reacceleration story... now revenue growth requires a balance between price and unit growth. The company has to drive this process while reducing content and marketing costs, which makes the task even more difficult. — Barclays, November 2023",
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