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Magic Lost At Disney? And Has AI Come Too Far, Too Fast? 5/7/24

CNBC's "Fast Money"

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Analyzing Disney's Financial Performance and Streaming Strategy

The chapter provides a detailed analysis of Disney's financial performance, including challenges in operating profit, content costs, and stock valuation. It delves deep into their streaming strategy, efforts to achieve profitability, upcoming fiscal quarters' expectations, and competition with Netflix. Additionally, it discusses incorporating ESPN content into Disney Plus, plans for increasing average revenue per user, and the potential impact of political factors on Disney's stock.

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