Walt Disney Co – Streaming Update & Strategic Positioning

  • Public Equity
  • TMT
  • North America


Former senior executive at The Walt Disney Co


  • Walt Disney Co’s (NYSE: DIS) operating environment, including continued Disney+ roll-out and subscriber growth trends
  • Sports streaming landscape with ESPN+ and challenges from new market entrants
  • Competitive dynamics vs Netflix (NASDAQ: NFLX), Amazon Prime Video (NASDAQ: AMZN) and others
  • Content development and distribution, including target audience evolution and ex-US growth
  • Outlook for H2 2022 and beyond – streaming industry dynamics and potential headwinds


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