Disney streaming announced major reorganization. Any ideas on what this entails? More layoffs? Just got an offer from Disney Streaming and one from FAANG so trying to weigh the better options

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They’re reorganising around streaming/DTC.
Is the FAANG Netflix? If so I’d take that, otherwise depends on how you feel about entertainment. If you’re going to be extra happy talking about TV/film all day long, take Disney. If not, probs FAAG

Also, SM1 is totally wrong. D+ hit its 5 year subscriber target in less than a year. They’re doing great

likesmarthelpful

Strategy Manager does not understand media and entertainment it seems... HBO is not on these platforms because Amazon and Roku are trying to run their own advertising and for payment systems a la Apple. Not because of HBO success...

FAANG. Disney+ didn’t really took off. Too late in a game.

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Yeah you are blatantly incorrect. Not sure why you would make a comment so wrong regarding them not being in a strong position.

Agree with SM1, and also Disney is notorious for low pay and even lower raises

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SM 1 is wrong on their take of Disney +, but pay is a historical issue for M&E outside of talent and senior leadership.

Doesn’t Disney have pretty good stock option compensation though? When we have a vaccine and parks/cruises/hotels go up, I think the fair value of the shares can eb around 200 in ,2022 when they fix their debt issues.

Nope, no stock given

Hi what did you end up doing? Disney+ or FAANG?

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