Former executive at The Walt Disney Co
- 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
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