Disney is “getting back in the business of making great content,” says Tom Essaye, citing Inside Out 2 and Deadpool vs Wolverine. He is bullish on the stock under Bob Iger’s leadership, but isn't sure that bullishness will keep up when Iger leaves in 2026. Corey Martin adds that investments in streaming are starting to bear fruit. He says that Disney’s guidance is “notoriously conservative,” and likes that this quarter they are projecting strong optimism.