Mic Drop #18: Some Rewards for Skeptics of Disney+

The dots new data connects for us about the moving pieces of Disney's streaming Strategy

Investors love a good story told with numbers, and Disney has an extraordinary one in streaming with 146MM subscribers across Disney+, Hulu, and ESPN+. That story has helped Disney shares to rise 60% over the past four months, and break the $200/share price point to an all-time high this past week (before a market slide kicked in).

So why be skeptical of…