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Disney’s Bob Chapek Only Has One Pillar

Chapek’s “relentless focus on our audience” is generating a lot of chatter, but the C.E.O. isn’t particularly compassionate about the customer. It’s about establishing streaming as a new and viable business model—and ensuring that Chapek keeps his job.

Bob Chapek
Photo by Gerardo Mora/Getty Images
Matthew Belloni
January 14, 2022

Two emails arrived this week that fit nicely together. First was a Disney tipster lamenting that three smart executives in its Streaming Services unit had resigned in the wake of chief technology officer Joe Inzerillo bailing for SiriusXM. Inzerillo was an architect of Disney+ and the company’s other streaming products, so the exits, which a Disney rep confirmed to me today, will sting a bit as the company faces extreme pressure to grow subscribers fast.