The company Tri-End Partners expressed disappointment with the outcome but highlighted the positive impact on value creation and governance. The proxy battle resulted in a significant financial gain of a couple hundred million dollars, indicating a successful outcome for the activist. The discussion also focused on Disney's future prospects, with predictions of Disney being a consolidator in the streaming market due to its strong park business and unique IP offerings. The importance of the succession plan for Disney's CEO, Bob, was emphasized, with implications that his future is linked to the company's stock performance. Overall, Disney's strength in streaming and parks, coupled with its undervalued stock and valuable IP, position it well for future success.