Bob Iger's statement indicates a possible change in Disney's content strategy, which could impact investor sentiment and the company's future direction in streaming services. However, without specific details on the changes to be implemented, the immediate impact on Disney's stock (DIS) is likely to be neutral. The importance is significant as content strategy is key to streaming success, but the lack of immediate action means the relevance is not at the highest level. The confidence in this analysis is high due to the direct statement from the CEO, but not absolute as market reaction can be unpredictable.