So, About That Disney ‘Lifeboat’ Two Analysts Worry About …


Both MoffettNathanson senior analysts Craig Moffett and Michael Nathanson have described the planned suite of direct-to-consumer services from The Walt Disney Co. as a “lifeboat” — one, they say, is “ready and waiting if the status quo deteriorated to the point that it came time to abandon ship.”

With Q1 cord-cutting results now in the books, it may still be too early to abandon ship… but it’s not too early to put on the lifejackets, they say.

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