HomeIndustriesEntertainment & MediaLooking for Catalysts in DIS Earnings
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Looking for Catalysts in DIS Earnings

Looking for Catalysts in DIS Earnings

Kenneth Suh and Jim Worden discuss Walt Disney (DIS) earnings. Jim thinks people are waiting for a catalyst to break the stock out above $130. Kenneth was “generally encouraged” by the earnings as they stemmed subscriber losses to below their estimates. He thinks a potential catalyst could be ESPN, though he also likes their IP investments. Jim looks at their competition with Netflix (NFLX), calling streaming “challenging.”

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05 Feb 2025

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