Part 6/11:
Given the scale of potential cash flows—possibly over $10 billion in either incoming or outgoing funds—the financial future hinges on transparent, detailed disclosures.
Operational and Market Expectations from wdw Pro
Wdw Pro foresees the focus shifting toward core operational metrics, especially concerning the parks and streaming. His key points include:
Park performance: Expecting confirmation that domestic parks are being used as cash funnels to sustain international ventures, which face higher risks.
Content and streaming growth: Anticipates an absence of new subscriber growth for Disney+, given recent promotional campaigns. Concerns include declining subscriber numbers, especially in North America where losses have persisted quarterly.