Reported 6 months ago
Morningstar Senior Equity Analyst, Matthew Dolgin, discusses that despite activist investor Nelson Peltz selling off his stake in Disney after a proxy battle, Disney's transition from traditional linear media to streaming under CEO Bob Iger remains a challenge industry-wide but is a work in progress. Peltz's suggestions did not provide clear solutions, with Dolgin emphasizing the importance of bundling in the streaming era for a cost-effective consumer experience. Dolgin believes Bob Iger's entertainment background makes him the right CEO to lead Disney's transformation in the streaming industry.
Source: YAHOO