Our Thesis discusses the solution to Disney's grab at market share in the streaming industry. Although Disney has been quick to grow to its current size, they still have much more of the market left to capture. We will take a deep dive into how we can launch a new addition to Disney+ by acquiring IMAX, and model out the benefits of the new subscription. By the end of the transaction, Disney will be able to retain more of its customers over a 10 year period than if they were to operate normally .