Disney Downgrade: Hard to Top Its Own Success?

The transcript discusses Disney's recent performance, highlighting successes in its studio and theme park businesses, particularly with the Shanghai launch. It also covers ESPN's strong quarter due to the NBA Finals. However, concerns are raised about future growth, especially in the Orlando theme park and cable network segments, due to cost pressures and declining pay TV subscriptions. The overall outlook for Disney's earnings is muted, with a focus on understanding market dynamics in Orlando and Latin America.

In what ways might Disney's earnings per share (EPS) be affected in the coming year?

What factors could influence attendance at Disney's theme parks in Orlando?