

Did Disney Get Its Magic Back?
6 snips Feb 9, 2024
Discussion of Disney's latest earnings report and new announcements, including a $1.5 billion investment in Epic Games, a stand-alone ESPN streaming service, bundled sports streaming service, Moana 2, Taylor Swift's concert movie on Disney+, and the Nelson Peltz proxy battle. They analyze Disney's cost-cutting strategy, the importance of regaining investor confidence, and the potential impact of Nelson Peltz being on the Disney board. They also discuss the controversy surrounding the Gina Carano-Disney lawsuit.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Disney's Investment in Epic
04:19 • 9min
Disney's Cost-Cutting Strategy and the Need to Get Franchises Back on Track
13:14 • 2min
Disney's Sports Streaming Bundle
15:40 • 10min
Disney's Potential with Nelson Peltz and Franchise Development
26:06 • 2min
The Gina Carano Lawsuit Against Disney
27:43 • 4min