I'm not sure you can infer that 6/1 is a non-starter from the postponement of the theatrical release. Every day that the parks are closed will lose Disney more money and more money - if they open on 6/1, then they are unlikely to be fully back to normal, but will at least be bringing in some revenue. By contrast, postponing a theatrical release will just postpone the income from that movie - you will still realise the full benefit of the revenue, just at a slightly later date. Why release the movie on schedule, and only get 75% of what you expected, when you can postpone and potentially get 100%?