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Aug 7, 2026 30 min

The Case for Disney Exiting the Streaming Wars

from The Town with Matthew Belloni Hosted by The Ringer

Matt is joined by Wells Fargo analyst Steven Cahall to make the case for why Disney should exit the streaming business and focus only on producing and licensing its content. Steven digs into why Disney is well-positioned to leave streaming, the strength of its IP, and what Disney CEO Josh D’Amaro had to say about Steven’s idea (02:24). Matt finishes the show with another weekend box office prediction for ‘Spider-Man: Brand New Day’ (24:13). Host: Matt Belloni Gust: Steven Cahall Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez Theme Song: Devon Renaldo Nominated for 25 Emmy Awards, including OUTSTANDING COMEDY SERIES. This episode is brought to you by Accenture. https://Accenture.com/Spotify

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This episode was published on August 7, 2026.

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