Where to Look for Magic in Disney's 3Q Results

The transcript discusses Disney's financial growth expectations, focusing on revenue and operating income. It highlights the impact of external events on theme parks, particularly in Paris and Orlando, and the potential effects on bookings. The opening of the Shanghai theme park and its financial implications are examined, noting the absence of startup costs next year. The influence of streaming services like Netflix and Amazon Prime on Disney's business model is explored, emphasizing the double-edged nature of content partnerships. Finally, the role of Hulu and virtual distributors in future monetization strategies is analyzed, considering the potential benefits for the media sector.

What is the expected growth rate for Disney's revenue this quarter?

• 3%

• 5%

• 7%

• 10%

Which external factors are mentioned as potential threats to Disney's theme park bookings?

• Political Instability and Terrorism

• Economic Recession and Inflation

• Hurricanes and Earthquakes

• Brexit and Zika

What is the significance of the Shanghai theme park for Disney's financials?

• Immediate profit boost

• Long-term strategic investment

• No impact on financials

• Decrease in operating income

How have streaming services like Netflix and Amazon Prime affected Disney?

• Decreased content revenue

• No impact on Disney

• Increased cable subscriptions

• Both helped and hurt Disney

What is Disney's strategy with Hulu and virtual distributors?

• Avoid using them

• Use them to replace cable

• Sell Hulu shares

• Integrate them for monetization