Obviously, multiple variables factored into the decision by Disney leaders Bob Iger and Dana Walden to reinstate Jimmy Kimmel last week: blowback from talent, recognition (finally) that appeasing Trump would encourage further attacks, and maybe even a twinge of moral principle. But there’s little question that an uptick in streaming cancellations, which Kimmel winked at during his first night back, also played a role. Online boycotts like this don’t usually amount to much, especially in the long term. But certain moments can gain traction. As one financial analyst told me, Iger undoubtedly wanted to minimize a subscriber exodus just as the company’s fourth fiscal quarter ended.