Disney is about to release earnings. Can Mickey Mouse actually have a Bear Case Scenario.
Disney is nowhere on interactive. They cannot monetize games. They cannot miss this revenue stream forever.
Once movies have been exhibited Disney does not optimize commercialization. They still have not learnt to harness Netflix and relative competitors.
Disney is an ultra-popular brand. Technological piracy is a major risk. Disney bleeds everyday and cannot afford to let the problem go unchallenged.
George Gutowski writes from a caveat emptor perspective.