What to Watch for in Disney's 2Q Results

The transcript discusses Disney's challenges with ESPN's subscriber decline affecting revenue and the potential strategy of direct-to-consumer distribution. It highlights Disney's strong performance in parks, resorts, and film segments, leveraging franchises like Pixar and Marvel. The discussion also touches on leadership, focusing on Bob Iger's successful tenure and the need for a clear succession plan.

What is the main challenge Disney faces with ESPN?

• Increasing sports programming rights costs

• Declining number of subscribers

• Competition from other networks

• Lack of digital presence

Which strategy is Disney considering for ESPN to address subscriber decline?

• Reducing sports programming costs

• Direct-to-consumer internet service

• Merging with another network

• Expanding cable partnerships

What has been a significant growth area for Disney besides ESPN?

• Parks and resorts

• Retail stores

• Real estate

• Music production

How has Disney's acquisition strategy contributed to its success?

• By reducing operational costs

• By acquiring popular franchises like Pixar and Marvel

• By diversifying into unrelated industries

• By focusing on local markets

What is a major concern for Disney regarding its leadership?

• High employee turnover

• Decreasing stock prices

• Unclear succession plan

• Lack of innovation