Wells Fargo analyst Steven Cahall argues in a new research note that focusing on IP and experiences could raise Disney's stock price by 40 percent.

A Wells Fargo analyst suggests Disney scrap its streaming services to make more money. Disney executives are looking at many options, including some free programming.

Wells Fargo analyst Steven Cahall argues in a new research note that focusing on IP and experiences could raise Disney's stock price by 40 percent.