https://www.fool.com/investing/2022/05/21/walt-disney-has-a-problem-disney-is-costing-it-a/
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In additional to the above bullets, the content being made by Disney is becoming increasingly questionable by many consumers, including both advertising clientele and corporate alliances.
- Disney's direct-to-consumer expenses are growing faster than subscription revenue.
- Streaming has become hyper-competitive, forcing providers to spend heavily on marketing.
- It's not clear how much studios should spend making content in the post-pandemic environment.