Disney: Reorganizing and Accelerating The D2C Pivot


The Walt Disney Company is moving forward with a major strategic reorganization of its media and entertainment businesses. Wall Street analyst Michael Nathanson‘s attention was immediately grabbed, and he has some thoughts on what it means to advertisers, consumers and media company investors.

“It is clear to us that the company is positioning itself to more aggressively satisfy changing customer behavior by accelerating and re-prioritizing content distribution to further enhance its DTC platforms,” he says. “Disney will essentially now have two revenue centers.”

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