Disney is centralizing its TV business, dismantling decades-old brand silos to streamline for streaming customers. Under Josh D'Amaro, it's cutting hundreds of jobs, following up to 2,000 previous layoffs. $DIS : revenue growth 4.6%, net margin 9%. $NFLX : rev

Disney is centralizing its TV business, dismantling decades-old brand silos to streamline for streaming customers. Under Josh D'Amaro, it's cutting hundreds of jobs, following up to 2,000 previous layoffs. $DIS : revenue growth 4.6%, net margin 9%. $NFLX : revenue growth 16%, net margin 28%. Seeking Alpha Quant Rating: Hold. An A+ Profitability grade, but a C- Growth grade that trails peers. The consolidation aims to cut redundancies and lift margins to modern streaming standards. Can cost cuts close the gap with Netflix? ▻