Subject: DIS to invest $60B in Experiences
Iger's strategy is starting to emerge. Realizing the margins on content are shrinking, he will use the movies and characters to drive profits at Experiences. That is worldwide, very little competition. Use the brand and technology to take DIS into the digital future where content and experience are merged. Many problems to iron out, but it makes sense.

https://www.nytimes.com/2023/0...

He is also now involved (with others) in negotiations with the writers.

https://www.nytimes.com/2023/0...

Coincidence? I don't think so. DIS wants to get going!

abromber