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 are the main challenges faced by the Walt Disney Company regarding its cable network business?

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How has the decline in subscribers affected Disney's advertising revenue?

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What strategies is Disney considering to address the decline in cable subscribers?

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In what ways has Disney successfully leveraged its franchises for growth?

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What is the significance of Bob Iger's leadership in the context of Disney's business strategy?

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