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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