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Five Stories Shed Light on the Future of Disney Plus ($DIS) & Its Flywheel
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Five Stories Shed Light on the Future of Disney Plus ($DIS) & Its Flywheel

The future of MCU storytelling flywheel may be on hold, but The Mandalorian merchandising and Marvel content on Disney+ will be successes.

Sep 24, 2020
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The Medium from PARQOR
The Medium from PARQOR
Five Stories Shed Light on the Future of Disney Plus ($DIS) & Its Flywheel
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Lots of news about Disney+ over the past two days. What makes it all notable is that, connecting the dots between the stories, a clearer picture of both the emerging promise and the structural risks of Disney Plus' evolving business model emerges.

(1) Investor Day?

In their earnings call with investors, CFO Christine McCarthy promised an "upcoming invest…

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