Transcript
Transcript

Disney – Earnings Analysis & Disney+ Update – 17 May 2019

  • Multi Asset
  • TMT
  • North America

Specialist

Former Senior Executive, Digital Strategy, Business Planning and Operations at Disney-ABC Television

Agenda

  • Disney's (NYSE: DIS) operating environment, focusing on recent earnings and Disney+ update
  • Competitive dynamics between Disney, Netflix (NASDAQ: NFLX), Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN) and others
  • Potential impact of Disney+ rollout on affiliate fees negotiations with cable providers
  • Outlook for 2019 and beyond – R&D spend and bundling opportunities

Questions

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