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

The transcript discusses Disney's financial challenges, particularly with ESPN's subscriber loss and its impact on the media industry. It explores recovery strategies, including content distribution on multiple platforms and investments in streaming services like Hulu. The parks and resorts business, especially the new Shanghai park, is analyzed for its growth potential. The film business is highlighted as a strong revenue source with franchises like Marvel and Star Wars. Financial strategies, including cash flow management and shareholder returns, are also discussed.

What are the expectations for Disney's film business in the coming years?

How have Disney's financial strategies evolved since the financial crisis?