Ryvicker: Going to Need Very Little Marketing for Disney Plus

The transcript discusses Disney's streaming strategy, highlighting ESPN+'s growth and the potential of Disney+. It covers ABC's advertising growth driven by political ads and the impact of scatter pricing. The discussion shifts to Disney's exposure to the Chinese market, particularly Shanghai, and its limited impact on core business. Finally, it addresses investor concerns about Disney's app, the P TV ecosystem, and future earnings, with a focus on the upcoming Investor Day in April.

What was a key factor in Disney's successful financial performance?

• Increased merchandise sales

• Reduction in operational costs

• Growth in ESPN+ subscribers

• New theme park openings

What technology is Disney using for its streaming services?

• BAM Tech

• Amazon Tech

• Netflix Tech

• Hulu Tech

What contributed significantly to ABC's growth?

• New TV shows

• Political advertising

• International expansion

• Increased viewership

What is a concern for investors regarding Disney's streaming app?

• High subscription costs

• Lack of content

• Uncertainty in the P TV ecosystem

• Technical issues

What event is expected to be a positive catalyst for Disney?

• Launch of a new theme park

• New movie releases

• Investor Day in LA

• Partnership with Netflix