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  "docId": "019de076-f6c3-7560-9318-393addde1538",
  "docSlug": "f234f3e114e9b4da491dd4474928820d",
  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 115 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": 115,
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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 as a reference point for stagnation.",
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  "slideHref": "/slides/019de076-f6c3-7560-9318-393addde1538/55",
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  "components": [
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        "h": 0.6,
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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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      "matchId": "cac233a3-4d19-4d69-b835-0b73260c3fbc",
      "evidence": "Frames management as failing to grow subscribers, necessitating board intervention.",
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