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  "docSlug": "a2d5cff165b002ce8984856d2d6bfb06",
  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides",
  "authorId": "blackwells-capital",
  "authorName": "Blackwells Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-03-01 00:00:00",
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  "pageNumber": 55,
  "pageCount": 101,
  "prevPage": 54,
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  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 12,
  "notes": "The chart uses a dashed box to highlight the 4Q22 peak, emphasizing the stagnation or decline since that point.",
  "elementsJson": null,
  "metadataConfidence": 1,
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  "slideHref": "/slides/019de076-f61b-72ec-ac99-23a3d13d32eb/55",
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  "components": [
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        "h": 0.6,
        "w": 0.45,
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      "kind": "chart",
      "text": "Disney's Total Subscribers (millions)",
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      "kind": "list",
      "text": "Disney+ is the driver of subscription decline, as Hulu continues to grow\nManagement has not laid out a clear strategy to grow its subscriber base\nThe Board must have expertise to conceive and execute on the strategy to sustainably grow subs",
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      "kind": "source-note",
      "text": "Source: Company filings, website, Wall St. research and Company press releases. Note: (1) 2Q24E to 4Q24E are based on Wall St. research forecast.",
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      "kind": "title",
      "text": "DISNEY'S DTC HAS STILL NOT SURPASSED 2022 RESULTS",
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      "evidence": "The slide uses data to expose a contradiction between management's performance and the need for board change.",
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