"The Best is Yet to Come"
Dana Walden on competing with Netflix, AI-era storytelling, and the significance of K-content
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An exclusive look inside Disney's strategic transformation through an interview with Disney Entertainment Co-Chairman Dana Walden
This article is based on Bloomberg Originals' exclusive interview "Where Disney Is Heading In Its Next Century | The Circuit" with Disney Entertainment Co-Chairman Dana Walden, conducted by Emily Chang and published December 11, 2024. Analysis incorporates data from Luminate Intelligence's December 2025 U.S. streaming market report and industry research.
Watch the Full Interview: Where Disney Is Heading In Its Next Century | The Circuit with Emily Chang
While Netflix's stock has surged 80-fold since the streaming boom began, Disney's has merely doubled—leaving its market capitalization at roughly half that of the streaming giant. Yet Disney's trajectory suggests a fundamentally different strategic path. As a century-old entertainment empire generating $90 billion in annual revenue, Disney is charting an independent course through the streaming era's inflection point.