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  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 101 slides",
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  "authorName": "Blackwells Capital",
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  "notes": "Uses a metaphorical image of a mouse watching TV to represent Disney.",
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      "text": "Disney has cannibalized all other revenue streams in pursuit of streaming success. The failure to optimize has resulted in hundreds of millions of dollars of opportunity cost/lost revenue\n\n“The Chapek Era” all-in approach to streaming almost entirely cannibalized transactional home entertainment revenue\n\nIn the area of content licensing, Disney has largely pursued a walled-garden approach, limiting external licensing more than any of its peers\n\nSince Iger’s return, he has begun revisiting both of these strategies, moving incrementally in the right direction\n\nStreaming success can flourish alongside off-platform content exposure and monetization",
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      "text": "CONTENT REACH & REVENUE HAS BEEN STYMIED",
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