What Investors Are Watching in Disney's 4th-Qtr Earnings

The transcript discusses Disney's potential interest in acquiring Fox assets and the strategic implications. It highlights investor concerns about Disney's direct-to-consumer services, such as ESPN and Disney Content apps, and the lack of detailed information. The media sector's challenges, including cord-cutting and regulatory issues, are examined. Despite these challenges, Disney's theme parks and film studio continue to perform well, with recent box office successes.

What is one of the main reasons Disney is interested in Fox assets?

• To increase its merchandise sales

• To improve its cable TV network

• To expand its theme park business

• To enhance its direct-to-consumer offerings

What is a significant concern for Disney's core business?

• Rising production costs

• Cord-cutting trends

• Competition from new film studios

• Decreasing theme park attendance

What is a potential benefit of Disney's new direct-to-consumer apps?

• Increased advertising revenue

• New revenue streams

• Higher theme park attendance

• Reduced production costs

What is a challenge mentioned in the media sector that affects companies like Disney?

• Increasing cable subscriptions

• Rising theme park ticket prices

• Declining pay TV households

• Growing film production costs

What aspect of Disney's business is highlighted as performing well despite challenges?

• Direct-to-consumer apps

• Cable TV network

• Film studio

• Merchandise sales