What Do We Need to Know About Disney?

The transcript discusses Disney's strategic success under Bob Eiger's leadership, highlighting key acquisitions and the company's strong performance across various sectors. It covers the CEO transition, potential successors, and the importance of digital transformation. The success of franchises like Frozen and Marvel is emphasized, along with the challenges in the European market. Disney's global strategy and the need to adapt to changing media consumption are also discussed.

What factors contribute to the success of Disney's film franchises?

Why does Disney continue to invest in Euro Disney despite its past performance?