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Macquarie US fairness analysis senior media tech analyst Tim Nollen joins Market Domination to debate Disney’s (DIS) outlook after CEO Bob Iger’s contract expires in 2026.
Disney’s future is a “top-of-mind query for buyers,” based on Nollen.
He argues, “Bob Iger has finished a wonderful job whereas he is been at Disney.” He notes that in two years, ESPN direct-to-consumer might be one yr into its rollout. “So possibly by that point Disney is in a extra steady spot, and it may be time for him to step down.”
For extra professional perception and the most recent market motion, click on here to observe this full episode of Market Domination.
This submit was written by Melanie Riehl
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