Disney Deep Dive: NFL/ESPN, Zootopia/Avatar & Iger's Successor

Kenneth Suh joins Diane King Hall to discuss Walt Disney (DIS) earnings figures. Suh points to the growth in its streaming area, noting increased viewership in Avatar and Zootopia ahead of their sequel releases in theaters. He notes the looming Netflix (NFLX) & Warner Bros. Discovery (WBD) deal as something to pay attention to, but believes Disney's sports partnership with the NFL strengthens its position. Suh comments on a report that Josh D'Amaro could be the successor to Bob Iger.

Morning Movers

02 Feb 2026

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