Breaking Down Disney's Fourth-Quarter Earnings

The transcript discusses Disney's financial challenges, particularly in its media networks due to cord-cutting trends. Despite this, Disney's film and parks businesses are performing well. The company plans to launch a direct-to-consumer streaming service, raising investor questions about programming and pricing. Additionally, the transcript covers potential media industry deals, including Disney's interest in Fox assets and the broader trend of consolidation in the content sector.

What are investors concerned about regarding Disney's direct-to-consumer streaming service?

What potential deals is Disney considering in relation to Fox?