Disney Analyst Finds Film, Parks Optimism in Stock Price

The video discusses Disney's recent performance, highlighting strong studio results but weak consumer product sales due to tough comparisons with Frozen. The broadcast business, particularly ESPN, is analyzed for its stability and cash flow potential. The discussion shifts to stock analysis, identifying catalysts like advertising, Finding Nemo, and Star Wars as potential growth drivers. Finally, subscriber growth is examined, noting a slight deceleration that may not be fully priced into the stock.

What upcoming events or releases are expected to impact Disney's performance?

How did subscriber growth change compared to the previous quarter?