Disney Sees Streaming Consolidation as Opportunity -- Market Talk

1133 ET - Disney sees the consolidation in streaming as an opportunity for greater investment rather than an increasing competitive threat, Chief Executive Josh D'Amaro says on a call with analysts. D'Amaro points to Fox's acquisition of Roku and Comcast's plan to spin off NBCUniversal as examples of consolidation and restructuring across the industry. "The way that I see it is there's actually opportunity in these developments. A more consolidated industry is really a better investment backdrop," he says. D'Amaro also thinks Disney's streaming platform can differentiate itself by bundling with other streaming offerings in a way that its competitors can't. (katherine.hamilton@wsj.com)

(END) Dow Jones Newswires

August 05, 2026 11:33 ET (15:33 GMT)