Ryvicker: Going to Need Very Little Marketing for Disney Plus

The transcript discusses Disney's streaming strategy, highlighting ESPN+'s growth and the potential of Disney+. It covers ABC's advertising growth driven by political ads and the impact of scatter pricing. The discussion shifts to Disney's exposure to the Chinese market, particularly Shanghai, and its limited impact on core business. Finally, it addresses investor concerns about Disney's app, the P TV ecosystem, and future earnings, with a focus on the upcoming Investor Day in April.

What factors contribute to the uncertainty surrounding the streaming app's success?

What expectations do investors have for Disney's earnings growth following the launch of the streaming service?