Part 12/15:
The report touches upon ESPN’s future, especially the direct-to-consumer (DTC) efforts. Disney’s traditional cable sports business faces declines, with rumors of potential partnerships—possibly with Amazon—to bolster ESPN’s digital footprint. However, Iger also suggested that Disney’s focus might be shifting toward physical assets and hospitality for income stability, rather than solely relying on streaming.
International markets, particularly China, remain a risk factor. The company’s recent investments in international parks and markets have been complicated by geopolitical tensions and regulatory issues, further clouding the long-term outlook.