Catalysts & Concerns, Debut Drought, and the Electric Butterfly Effect 11/9/23
The Exchange
00:00
Disney's Earnings and Streaming Challenges
The hosts discuss Disney's better than expected earnings and the factors contributing to the company's success. They also delve into the uncertainty surrounding Disney's new reporting structure and the bullish outlook of Bob Iger on consumer spending and advertising. The chapter concludes with a discussion on the potential sale of ABC, the challenges in the streaming business, and the escalating sports content costs for ESPN.
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Transcript
