What to Watch for in Disney's First-Quarter Results

The video discusses Disney's strategic focus on streaming services, particularly Disney Plus and Hulu, following the Fox acquisition. It highlights the earnings pressure due to significant investments in technology, content, and marketing. Despite these challenges, Disney Plus is seen as a potential game changer in the streaming market. The video also addresses Disney's current stock performance, which is underperforming compared to the S&P, and suggests that investors need to be patient to see long-term benefits.

What investments are necessary for Disney Plus to become a game changer?

What long-term market opportunities does Disney Plus present?