The Numbers Don't Lie: Disney Earnings Preview

The video discusses Disney's three main business areas: theme parks, movie studios, and TV networks, with a focus on ESPN. It highlights the opening of Shanghai Disney and its impact on international business, the potential record box office year for Disney movies, and the challenges faced by ESPN due to subscriber losses and high affiliate fees. The video also anticipates Disney's financial results.

What challenges is ESPN facing in terms of subscriber numbers and revenue?

What impact does the trend of unbundling cable packages have on Disney's business?