I didn't see that. What I saw was Iger saying that they're still considering what this theoretical service may offer and whether it makes sense to have everything under a Disney brand.

A subscription for those who want to actively avoid anything non-Disney? I know that market exists, but it can't be very big. When I first read about Disney launching their own streaming subscription I was undecided between corporate hubris and me underestimating their off-brand catalog, but this seems to decide it.