I wouldn't go that far. I think Disney will survive, as they have been through some really tough times before. What they look like 4 years from now may be another discussion.
Bottom line, is the crap they have been producing does not sell. Moderate / Conservate middle class families are losing faith in Disney, like rapidly. Iger is a smart man and he knows this. Even if he hates their beliefs, he still wants their money. Disney cannot succeed without support from these families imho, they just represent too big a chunk of the country to ignore.