SOTS 2nd Hour: The Disney Breakdown: Plus CFO Hugh Johnston, Pharma Risks Loom, and Taylor Morrison CEO 5/7/25
Squawk on the Street
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Navigating Economic Uncertainty and Streaming Growth
This chapter explores the conflicting signals in the economy as the Federal Reserve approaches a critical rate decision amidst inflation and recession risks. It highlights Disney's impressive earnings surge, driven by a rise in streaming subscribers and positive outlooks for its parks and services. The discussion also touches on the evolving landscape of the entertainment industry, including the potential impact of tariffs and the launch of ESPN+ with integrated gaming options.
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