The Walt Disney Company: A Bearish Thesis on Linear TV Networks and Restructuring
ByAinvest
Friday, Feb 6, 2026 7:30 am ET1min read
DIS--
The Walt Disney Company is expected to underperform the S&P 500 in 2026 due to its linear television networks, which are structurally challenged as cord-cutting accelerates and advertising economics deteriorate. Despite its diversified portfolio, the company's broadcast and cable assets remain a drag on financial performance and strategic flexibility. A spin-off of these assets is likely, but action may be delayed until CEO Bob Iger's retirement in 2026.
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