Name: DIS 'Story of Patience:' Streaming 'More Mature' & International Headwinds
Uploaded: 2026-02-02T17:22:54.826-06:00
Duration: 7 min 25 s
Description: Walt Disney (DIS) is a "story of patience," argues Stephen Kent. While the stock experienced a years-long consolidation, he sees the company making "money on autopilot" through its maturing streaming platform even as it faces the "YouTube question." Matt Dolgin adds that its experiences segment is doing great, though he warns of softness ahead as international visits slow.

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Walt Disney (DIS) is a "story of patience," argues Stephen Kent. While the stock experienced a years-long consolidation, he sees the company making "money on autopilot" through its maturing streaming platform even as it faces the "YouTube question." Matt Dolgin adds that its experiences segment is doing great, though he warns of softness ahead as international visits slow.

DIS 'Story of Patience:' Streaming 'More Mature' & International Headwinds

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