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Disney Retains TV Channels, Treats Them as Studios

5/6/2026

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Story summary
  • Disney announced it will keep its linear TV channels—ABC, FX, Disney Channel and Freeform.
  • CEO Josh D’Amaro and CFO Hugh Johnston said the channels will act as studios, citing 2024 hits “Shogun” and “The Bear.”
  • Johnston reported streaming revenue now exceeds linear revenue by more than double, while linear earnings shrink quarterly.
  • He said separating monetization platforms into separate businesses would be complex and unlikely to add shareholder value.