New Constructs' Trainer Reacts to Disney 2Q Earnings

The video discusses the role of streaming as a loss leader for Disney, emphasizing that it is not meant to be a profitable business on its own. Instead, it serves to funnel consumers into Disney's other offerings, such as parks and merchandising. The discussion highlights Disney's competitive advantages over Netflix, including its brand and ability to monetize content in multiple ways. The return of Bob Iger as CEO is seen as a positive move, with expectations of improved returns on capital and shareholder value. The video also touches on the potential for Disney's share price to increase under Iger's leadership.

What financial performance does the speaker attribute to Disney over the last five years?

What challenges does Netflix face in the streaming market according to the discussion?

What is the primary purpose of streaming for Disney according to the text?

How does the speaker compare Disney's business model to that of Netflix?

What are the expected outcomes of Bob Iger's return to leadership at Disney?