Iger has been very focused on cutting costs and streamlining Disney since he came back. It was only a matter of time before ESPN was fully assessed, especially with all the money they spend every year. I think there is just enough value for Disney to not sell it off completely, but the possible partnerships with Apple or Amazon or Google are interesting. Also sounds like the industry as a whole is going to see some massive shifts within the next 5-10 years with cable declining even more rapidly (if I read between the lines of what he is saying).