Breaking Down Disney's Fourth-Quarter Earnings Report

The transcript discusses Disney's financial outlook, focusing on programming costs, ESPN's subscriber losses, and the performance of Shanghai Disney. Bob Eiger reassures investors about ESPN's future, highlighting the potential of direct-to-consumer strategies. Shanghai Disney is performing well, with promising attendance figures. The upcoming movie slate, including Star Wars and Marvel films, is expected to provide a stable earnings stream.

What insights were shared about the performance of Shanghai Disney?

What upcoming movie releases were highlighted as exciting prospects for Disney?