Dan Rayburn sees Walt Disney's (DIS) 1.8 million subscriber boost for Disney+ as bullish, though all of its other streaming platforms didn't see the same growth. He adds that there's "a lot of confusion" with consumers and investors alike deciphering the values of numerous streaming bundles. However, Naveen Sarma believes its recent deals with ESPN and WWE will be long-term growth drivers. Additionally, Naveem says Disney can reinvigorate parks with its Abu Dhabi expansion.