At a recent investor meeting Disney CFO Jay Rasulo spoke in-depth about where Disney is now and what they may be doing in the future. Clearly the last year or so has been huge for the behemoth entertainment company and Rasulo admitted that the acquisition of Marvel and Lucasfilm was huge. Rasulo went on to say "I don't feel there is anything we need," but "you will continue to see us do acquisitions in the future.".
When asked about a subscription model online TV service Rasulo admitted it will happen sooner rather than later but he didn't hint at Disney stepping up as the first major network to do so. He did seem mention Disney was open to licensing their entire bundle of channels, just like you do now through your cable company. He also mentioned that the current bundle model the cable company's follow is still "the most valuable" for the consumer . Not surprising to hear when Disney owns several networks and their subsidiary ESPN alone has 4 to 5 channels all on its own. They still need the current cable services to survive and any sudden shift in the market would severely hurt their bottom line.
Also asked was the recent move by Marvel to put four new shows straight to Netflix exclusively. Rasulo defended the decision saying Disney and Marvel made sure shows appeared on networks like Disney XD and ABC before looking to outside distributors for their shows. He also mentioned that the four shows will be similar to their initial Avengers movie strategy. The shows will build up to one bigger entity combining elements from all four. Rasulo did say Netflix wasn't their top choice for the future to help emphasize they're willing to do deals with any streaming service.
All in all it seems Disney has a firm strategy in place especially when it comes to their recently acquired franchises. It can sometimes be difficult to divine a strategy from the trickling of movie and television news that happens. Disney has transitioned from a family entertainment giant to the clear elephant in the room poised to take over the movie and television industry. The real question is their future and if they're ready to transition off the current TV models and prepare for the ever incoming all digital future.