Walt Disney Community

Key Takeaways Increased licensing and production costs will see Disney's profitability decline or they'll pass on these increasing costs to subscribers and risk alienating them. Competition from non-traditional media platforms like YouTube or Tik-Tok could draw younger audiences away from Disney's services.

Key Takeaways Disney will transform to a tourism-centered company focusing on parks and resorts, a space lacking any serious competition. I expect sales to grow 4.3% over the next 5 years, primarily driven by Parks.

Key Takeaways Platform enhancements and bundling efforts across Disney+, ESPN, and Hulu are expected to boost profitability, engagement, and subscriber growth. Cost-cutting and strategic investments in experiences and live sports aim to increase revenue, margins, and advertising income.