Jason Helfstein, Oppenheimer Managing Director, discusses his bullish case on Netflix cracking down on password sharing. You can watch the full interview here. Key video highlights 00:00 On how crackdown will benefit revenue 00:11 Password sharing among affluent people 00:30 On crackdown being a 'net positive' 00:45 On different Netflix tiers
Disney is a strong growth company with a timeless portfolio of content, characters, and intellectual property (IP), which is being monetized through various revenue streams. The return of CEO Bob Iger may lead to a refocus on intellectual property and cost reductions, most likely resulting in stronger earnings over time. First, let's take a closer look at what makes Disney such a unique and valuable company.
In its latest print, Disney fell short of the Zacks Consensus EPS Estimate by 40% and reported revenue 4.5% below expectations.