I think we'll hear a narrative in the film network and streaming portfolio, probably a little bit more like Warner Brothers and Paramount, says Ken Leon. He discusses how Bob Iger has returned as Disney's (DIS) CEO. Ken Leon discusses this as well as Disney's ambitions to aggressively scale Disney+ and be profitable by 2024. He talks about how he thinks Iger will look to better harmonize assets in movies, TV programming and distribution. He then goes over how a more pragmatic strategy is needed for Disney to return to success. Tune in to find out more about the stock market today.
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