BTIG's Greenfield Raises Doubts About Disney Growth

The video discusses the Walt Disney Company's stock and the future of ESPN, highlighting the challenges faced due to declining cable subscribers and the shift towards digital alternatives. Bob Iger's confidence in ESPN's future is contrasted with investor skepticism. The investment in BAM Tech is seen as a strategic move to enhance direct-to-consumer offerings. Despite revenue growth challenges, Disney aims to leverage digital distribution to offset subscriber losses. The video also covers Disney's growth projections for 2017 and 2018, emphasizing the impact of industry trends on cable television viewership.

What was Bob Iger's stance on ESPN's future during the recent company call?

• He was pessimistic about ESPN's future.

• He felt more comfortable than investors about ESPN's future.

• He believed ESPN should be sold.

• He had no comments on ESPN's future.

Why did Disney invest in Bam Tech?

• To enhance their theme park experiences.

• To expand their movie production.

• To get closer to customers and mine data.

• To increase cable subscriptions.

What is the main challenge Disney faces in making ESPN a direct-to-consumer product?

• High production costs.

• Insufficient content.

• ESPN's dependency on cable bundles.

• Lack of technology.

What is expected to contribute to Disney's growth in 2018?

• Higher advertising rates.

• Expansion into new countries.

• New theme parks and movies.

• Increased cable subscriptions.

What trend is observed in the cable industry according to the transcript?

• A decline in cable subscribers.

• Stable subscriber numbers.

• A rise in cable TV viewership.

• An increase in cable subscribers.

How did ESPN's programming costs compare to its revenue growth?

• Costs were growing slower than revenue.

• Costs were growing faster than revenue.

• Costs were decreasing while revenue was increasing.

• Costs and revenue were growing at the same rate.

What was the subscriber loss trend in the cable industry in the first nine months of the year?

• Subscriber numbers remained unchanged.

• More subscribers were lost compared to the previous year.

• There was a significant increase in subscribers.

• Fewer subscribers were lost compared to the previous year.