> One other aspect that we CAN prove: streaming kills DVD sales. That's a revenue stream that is gone and won't be coming back so we have yet another deficit to fill.
Which is why Disney+ is its own streaming service. Keeps all the eggs in the same basket.
So far, streaming hasn't made nearly the same amount as DVD sales and it's ridiculously expensive to run one.
That said, licensing to other streaming services often does work. You get revenue for the cost of a contract vs having the infrastructure costs and nebulous ROI. You get the added benefit of direct attribution because you can tell "we licensed [movie X] for $X for Y years".
Which is why Disney+ is its own streaming service. Keeps all the eggs in the same basket.