Uploaded July 2026 | Updated September 2026, 2 weeks ago
Disney+ was supposed to be the future of entertainment. Instead, it may have crippled Disney's biggest franchises, destroyed multiple revenue streams, and left the company searching for answers.
In this clip from Geek Fix, Wes and Aaron Sparrow discuss Wells Fargo analyst Steven Cahall's explosive recommendation that Disney should abandon Disney+ altogether and return to the business model that made the company an entertainment powerhouse. They examine why streaming has failed to deliver the profits Disney expected, how licensing movies and television to competitors like Netflix could generate billions in additional revenue, and why Disney's pursuit of streaming may have permanently damaged Marvel, Star Wars, Pixar, and the Disney brand itself.
The conversation also explores why Disney+ originals rarely become must-watch events, the collapse of Daredevil: Born Again, Star Wars' dramatic decline in theaters and on streaming, why Disney sacrificed multiple profitable revenue streams to chase Netflix, and whether Disney can still reverse course before more of its iconic franchises lose their cultural relevance. Is it finally time for Disney to admit streaming was a mistake?
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Covered in this Video
* Why Disney+ has failed as a streaming service
* Wells Fargo's recommendation to shut down Disney+
* Bob Iger's streaming strategy
* Disney's lost revenue streams
* Why licensing content may be more profitable
* Marvel's decline on Disney+
* Daredevil: Born Again streaming failure
* Star Wars' collapse in theaters and streaming
* Pixar and Disney+ strategy
* Netflix vs. Disney+
* Why Disney's biggest franchises have lost momentum
* The future of Disney streaming
* Geek Fix Podcast discussion
Follow the Channel
๐ฑ TikTok: tiktok.com/@thinking_critical
๐ธ Instagram: instagram.com/thinkingcrit
๐ Facebook Group: facebook.com/groups/1368359010382132
๐ฌ Discord: discord.gg/uHM3Z68
๐ฎ Twitch: twitch.tv/thinking_critical_yt
Contact Wes
๐ฆ Twitter: twitter.com/Wes_from_TC
๐ง Email: wesdigscomic@gmail.com
๐ Automatic Dubbing Disclaimer
This video includes YouTubeโs automatic dubbing feature for non-English speakers. Translations may contain minor errors and do not always reflect tone or expression. You can switch back to the original English track in the settings if needed.
Disney+ was supposed to be the future of entertainment. Instead, it may have crippled Disney's biggest franchises, destroyed multiple revenue streams, and left the company searching for answers.
In this clip from Geek Fix, Wes and Aaron Sparrow discuss Wells Fargo analyst Steven Cahall's explosive recommendation that Disney should abandon Disney+ altogether and return to the business model that made the company an entertainment powerhouse. They examine why streaming has failed to deliver the profits Disney expected, how licensing movies and television to competitors like Netflix could generate billions in additional revenue, and why Disney's pursuit of streaming may have permanently damaged Marvel, Star Wars, Pixar, and the Disney brand itself.
The conversation also explores why Disney+ originals rarely become must-watch events, the collapse of Daredevil: Born Again, Star Wars' dramatic decline in theaters and on streaming, why Disney sacrificed multiple profitable revenue streams to chase Netflix, and whether Disney can still reverse course before more of its iconic franchises lose their cultural relevance. Is it finally time for Disney to admit streaming was a mistake?
Big thanks to The 616 Comics, the #1 producer-retailer in the comic book industry. Use code THINKINGCRITICAL at checkout for 10% OFF their exclusive variant covers on their website or app:
๐ the616comics.com
๐ง Want the FULL, unedited conversation?
Listen to the entire Geek Fix Podcast right now on Thinking Critical Patreon and Channel Memberships.
Support the Channel / Join the Community
Become a Channel Member for exclusive content
๐ youtube.com/@Wes_From_TC/join
Support Thinking Critical on Patreon for Exclusive Content
๐ patreon.com/thinkingcritical
๐ Official Thinking Critical Merch
๐ redbubble.com/people/T-Critical/shop?asc=u
Covered in this Video
* Why Disney+ has failed as a streaming service
* Wells Fargo's recommendation to shut down Disney+
* Bob Iger's streaming strategy
* Disney's lost revenue streams
* Why licensing content may be more profitable
* Marvel's decline on Disney+
* Daredevil: Born Again streaming failure
* Star Wars' collapse in theaters and streaming
* Pixar and Disney+ strategy
* Netflix vs. Disney+
* Why Disney's biggest franchises have lost momentum
* The future of Disney streaming
* Geek Fix Podcast discussion
Follow the Channel
๐ฑ TikTok: tiktok.com/@thinking_critical
๐ธ Instagram: instagram.com/thinkingcrit
๐ Facebook Group: facebook.com/groups/1368359010382132
๐ฌ Discord: discord.gg/uHM3Z68
๐ฎ Twitch: twitch.tv/thinking_critical_yt
Contact Wes
๐ฆ Twitter: twitter.com/Wes_from_TC
๐ง Email: wesdigscomic@gmail.com
๐ Automatic Dubbing Disclaimer
This video includes YouTubeโs automatic dubbing feature for non-English speakers. Translations may contain minor errors and do not always reflect tone or expression. You can switch back to the original English track in the settings if needed.
