u/coinfanking

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The analysts identified three areas for change.

The first is expanding Disney’s franchise pipeline. Success with Marvel, Pixar and Lucasfilm may have made the company too reliant on a narrow group of properties, leaving competing studios to benefit from brands such as Barbie, Lego, Mario and Harry Potter.

Disney does not need to acquire major franchises outright, the bank said. Licensing agreements and partnerships could allow it to apply its film, streaming, merchandise and theme-park operations to a broader range of intellectual property.

Marvel illustrates the potential. Barclays estimates the franchise may account for 10% to 15% of Disney+ viewing and contribute $1.5 billion to $2 billion in streaming revenue.

The second priority is building aggregation scale rather than simply expanding Disney’s standalone streaming services.

Disney could combine Disney+, Hulu and ESPN with third-party platforms under a simpler subscription, positioning itself as a central distributor for entertainment and sports. Disney+ could also become a portal for games, merchandise, comics, cruises and theme-park bookings.

A broader bundle may require subsidies and lower near-term margins but could increase Disney’s negotiating power and improve customer retention.

The third area is linear television. Barclays said Disney could use ESPN, broadcast networks and streaming assets to create smaller television bundles as traditional pay-TV subscriptions decline.

"Iran war commander visits USS Abraham Lincoln as carrier prepares to return home".

The US admiral overseeing the war with Iran visited the USS Abraham Lincoln on Saturday as the aircraft carrier prepared to return home following a nine-month deployment, the Wall Street Journal reported.

US Central Command chief Admiral Brad Cooper visited the carrier at the end of a 10-day regional tour that included Bahrain, Iraq, Israel, Jordan, Saudi Arabia and the United Arab Emirates.

Veteran pediatrician hails Medicaid shift ending youth sex-change treatments: 'This is not denial of care'

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The aircraft carrier USS Abraham Lincoln’s supply problems began soon after the first day of the war, as Iranian missiles and attack drones fell on a Navy base in Bahrain.

The Iranian attack, retaliation for the U.S.-Israeli assault on Tehran, Iran, destroyed much of the base. And as it went up in smoke, so did a major logistics hub the Navy has relied on for decades.

The Navy needed a Plan B to continue feeding the sailors working around the clock to keep warplanes flying strike missions, and later to maintain a blockade of Iran’s ports.

With the threat of Iranian attacks at other ports in the region, the Pentagon looked to a base under British command on the island of Diego Garcia as its supply hub. Diego Garcia is south of the Maldives in the Indian Ocean and roughly 2,200 miles from where two aircraft carrier strike groups have been operating in the Gulf of Oman.

The loss of the hub in Bahrain has contributed to a host of reported problems on carriers supporting operations against Iran, as Democratic senators raise concerns about the Lincoln’s 5,000 sailors and their nearly nine-month deployment.

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