Walt Disney Community

Key Takeaways Expansion into Abu Dhabi and new cruise markets enhances Disney's geographical reach and revenue potential in underexploited regions. Streaming and theatrical strategies focus on content synergy and franchise strength, aiming to drive subscriber growth and boost box office and merchandise revenues.

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.