IGN just posted:
Disney CEO Admits Performances of Recent Movies Have Been 'Disappointing'
While the immediate narrative around Disney theatrical releases is a bummer, Disney CEO Bob Iger is confident this isn't the whole story. But he's also candid that the recent box office results have been "disappointing."
https://www.ign.com/articles/disney-ceo-admits-performances-of-recent-movies-have-been-disappointing
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