Disney's recent earnings under Bob Iger's return were good, yet the stock remains behind the S&P 500, suggesting investor apprehension and uncertainty about long-term projections.
The announcement of a three-year financial outlook was deemed unrealistic amidst current economic uncertainties. Investors questioned Disney’s ability to accurately predict financial performance over that time frame.
While Disney's streaming segment has shown improvement, it faces fierce competition from major players like Netflix, complicating its path to profitability in a cutthroat market.
Concerns about subscriber retention were raised, as consumers often switch between services like Disney's and Netflix, adding pressure to maintain a stable and loyal customer base.
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