Disney Analyst Says Stock Is Now a Proxy for Streaming Efforts

The transcript discusses Disney's financial performance and strategic shift towards streaming services. It highlights the underperformance of the Fox acquisition and the focus on Disney Plus, Hulu, and ESPN Plus as key growth drivers. The conversation emphasizes the significance of Disney's recent announcements, particularly the integration of FX programming into Hulu, marking a pivotal change in the cable industry and Disney's strategy.

What were the consensus expectations for Disney's fiscal September 19 in May 2018?

How did Disney's acquisition of Fox impact its performance expectations?

In what way is Disney stock viewed in relation to its streaming efforts?

What is the significance of Disney's announcement regarding FX programming and Hulu?

What does the shift away from the legacy cable bundle signify for Disney's future strategy?