What Investors Are Watching in Disney's 4th-Qtr Earnings

The transcript discusses Disney's potential interest in acquiring Fox assets and the strategic implications. It highlights investor concerns about Disney's direct-to-consumer services, such as ESPN and Disney Content apps, and the lack of detailed information. The media sector's challenges, including cord-cutting and regulatory issues, are examined. Despite these challenges, Disney's theme parks and film studio continue to perform well, with recent box office successes.

What are the main concerns investors have regarding Disney's strategy in relation to Fox assets?

How is the direct-to-consumer strategy expected to impact Disney's core operations?

What are the implications of the AT&T Time Warner deal for the media landscape?

What factors are contributing to the decline in the media sector, particularly for Disney?

In what ways have the theme parks been affected by recent events, and what is the outlook for recovery?