Breaking Down Disney's 2nd-Qtr Earnings Report

The transcript discusses Disney's financial performance, highlighting a revenue miss but an EPS beat. It focuses on ESPN's challenges with cord cutting and strategic options, including direct-to-consumer models. The theme park business remains strong, but Disney faces strategic and leadership challenges, particularly with ESPN. Bob Iger's leadership and the company's future direction are also examined.

What are the main concerns investors have regarding ESPN's performance?

What strategic direction is Disney considering for ESPN amidst cord-cutting challenges?

What challenges does Disney face in terms of cost cutting and revenue outlook?

How has Disney's theme park business been performing compared to its competitors?

What are the implications of Bob Iger's extended contract for Disney's future?