Disney+ – Profit Potential & Growth Outlook – 10 January 2020

  • Multi Asset
  • Multi Sector
  • Global


Former Senior Manager, Digital, at The Walt Disney Co


  • Implications of Disney+ roll-out on Disney's (NYSE: DIS) overall earning power
  • Ability to offset potential pressures on licensing and box office revenues with incremental cash flow opportunities
  • Main possible user data monetisation opportunities – implications on desired Disney+ subscriber numbers and pricing
  • Outlook for 2020 and beyond – international expansion headwinds and intensifying streaming competition


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