Disney's Streaming Strategy and Theme Park Recovery | 17min snip from The Intrinsic Value Podcast

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MI372: Can Disney Bring The Magic Back? Valuing Disney w/ Shawn O'Malley

The Intrinsic Value Podcast - The Investor’s Podcast Network

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CHAPTER

Disney's Streaming Strategy and Theme Park Recovery

This chapter explores the evolution of Disney Plus amidst tough competition and financial challenges, highlighting the company's strategic shifts under new leadership. It emphasizes the importance of quality content and customer experience while detailing the valuable role of Disney's theme parks and cruise lines in driving overall profitability. Additionally, the chapter examines current industry trends and the potential growth opportunities within the cruise sector for Disney.

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Episode notes

In today’s episode, Shawn O’Malley (@Shawn_OMalley_) will be breaking down the Magic Kingdom company: Disney.

You’ll learn about why recognition value is so important to Disney, why hit movies are just the top of the sales funnel for Disney, how Disney has built a flywheel supporting its businesses, what the outlook is for Disney’s streaming efforts, how Covid hurt the company and how it has bounced back, why the company’s famed ex-CEO Bob Iger returned, what to make of Disney’s financials and valuation, plus so much more!

Prefer to watch? Click here to watch this episode on YouTube.

IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

01:48 - How Disney relies on recognition value at the top of its sales funnel

04:36 - What to understand about the flywheel of Disney’s businesses

11:34 - How Disney’s streaming business is doing

14:17 - Why Covid was so challenging for Disney

19:17 - Why Disney’s famed ex-CEO Bob Iger returned to the company

32:02 - What makes ESPN so profitable

36:43 - What to make of Disney’s financials and valuation

39:51 - Shawn’s opinion on buying the stock

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out The Ride of a Lifetime: Lessons learned from 15 years as CEO of the Walt Disney Company by Bob Iger.
Check out Walt Disney: The Triumph of the American Imagination by Neal Gabler.
Breakdown of TV Sports Rights.
Check out the books mentioned in the podcast here.
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