1. Disney's streaming revenue increased 8% year-over-year, showing momentum. 2. Disney plans to grow streaming profits to $7.1 billion by FY'27. 3. Disney+ added 1.8 million subscribers last quarter, improving overall growth. 4. ESPN's new service may further strengthen Disney's streaming strategy. 5. Despite competition, Disney's valuation may be undervalued due to its portfolio.
Disney's streaming growth indicates potential for higher valuations, similar to past recovery phases following investments in infrastructure or content—a pattern seen historically in firms like Amazon (AMZN).
The article highlights crucial metrics and future growth potential that could significantly affect Disney's market valuation.
Investments in streaming and upcoming services like ESPN are expected to yield returns in the next few years—similar to how early investments in Disney+ began to pay off eventually.