$Disney (DIS.US)$ Mixed quarter, Bob. Rev +13% & strong reco...

ecommerceshares wrote a post · May 10, 2023 17:15

$Disney(DIS.US)$ Mixed quarter, Bob. Rev +13% & strong recovery in FCF. Price gouging families at the Parks saved the day! How long for? TV EBIT ⬇️, streaming losing cash AND shrinking subs (D+ 161.8m to 157.8m) no bueno, US ARPU +20% but “peak subs” confirmed? At 34x ‘23 / 22x ‘24 PE.

$Disney (DIS.US)$ Mixed quarter, Bob. Rev +13% & strong recovery in FCF. Price gouging families at the Parks saved the day! How long for? [Smug] TV EBIT ⬇️, str...

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ecommerceshares

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