Disney Streaming Adds More Subscribers Than Expected

The transcript discusses Disney's financial performance, highlighting the growth in Disney Plus subscribers and the parks' operating income. It compares Disney Plus with Netflix, noting their different growth stages. The discussion also covers inflationary pressures on Disney's streaming and parks businesses, emphasizing pricing power and operational efficiencies. Finally, it highlights the recovery of Disney's parks business, surpassing pre-pandemic levels with increased attendance and spending.

What were the two significant numbers mentioned regarding Disney Plus subscribers?

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How does the growth story of Disney Plus compare to that of Netflix?

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What inflationary pressures are affecting Disney's parks business?

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What operational efficiencies has Disney implemented during the pandemic?

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What is the projected operating margin for Disney's parks business post-pandemic?

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