Transcript
Transcript

Disney – OTT Strategy, 2 May 2019

  • Multi Asset
  • TMT
  • North America

Specialist

Former SVP & C-level executive, Walt Disney International at Walt Disney Co

Agenda

  • Disney's (NYSE: DIS) operating environment, pinpointing expectations for the upcoming Disney+ over-the-top (OTT) platform
  • Comparative assessment of Disney, Netflix (NASDAQ: NFLX), Apple (NASDAQ: AAPL), Amazon (NASDAQ: AMZN) and others
  • Expected adoption rates for Disney+, ESPN+ and Hulu
  • Outlook for 2019 and beyond – R&D spend and bundling opportunities

Questions

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