Research
FORUM TRANSCRIPT

Disney – International Growth Dynamics & Pricing Evolution

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former executive at The Walt Disney Co

Agenda

  • Disney’s (NYSE: DIS) operating environment – 2022 and 2023 subscriber growth expectations
  • Disney+ Hotstar update – subscriber TAM, penetration expectations, ARPU evolution, competition and IPL (Indian Premier League) significance
  • Disney’s Star – update and implications for EMEA and LATAM subscriber growth, ARPU evolution and content slate needs
  • Outlook for 2022 and beyond – long-term potential from streaming pivot and margin implications

Questions

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