Part 8/11:
Material case updates: The timing of announcements about legal outcomes or strategic withdrawals could influence investor confidence.
Board and leadership governance: Speculation about Nelson Pelt’s potential board seat and the involvement of controversial figures suggest underlying governance tensions.
Campbell predicts that legal issues such as the Florida lawsuits will likely be prominent topics during the earnings call, especially given concurrent hearings shortly before the event.
Key Questions and Expectations
Experts coalesce around several critical questions:
Will Disney announce or signal a dividend reinstatement?
Will subscriber numbers for Disney+ continue to decline, or has the nadir been reached?