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Given the current trajectory, analysts suggest a fundamental rethink of Disney's content strategy. Rather than struggling to retain control of its library, it may be in Disney's best interest to explore licensing agreements with other streaming platforms like Netflix and Peacock. Such a move could generate significant revenue without the risks associated with developing new content that often doesn't resonate with audiences.
It is crucial to recognize that content sales and licensing can provide a solid revenue stream, currently accounting for a third of Disney's direct-to-consumer income. However, the potential profits from such licensing deals remain untapped while the company aims to maintain an untenable grip on its proprietary content pipeline.