The final result you summarize based on positive and negative content needs to be objective, neutral, and dialectical.
Here are the specific viewpoints from the earnings call:
Bullish Points:
1. Disney expects high single-digit adjusted EPS growth in fiscal 2025, accelerating to double-digit adjusted EPS growth in fiscal 2026 and 2027.
2. Disney's branded series and general entertainment programming are performing exceptionally well, winning a record-breaking 60 Emmy Awards.
3. Disney's summer box office was fueled by the top two movies of the year to date: 'Inside Out 2' and 'Deadpool & Wolverine'.
4. Disney+ ended the quarter with 174 million core and Hulu subscriptions, with more than 120 million core subscribers.
5. Disney is introducing an ESPN tile on Disney+ on December 4th, moving closer to a full sports offering on Disney+ in the U.S.
6. Disney Cruise Line's fleet will grow to a total of six ships, with seven additional ships currently in development.
7. Disney's ad tech stack and integration with Google and YouTube are expected to drive advertising growth.
8. Disney's experiences segment continues to be the gold standard for the industry, with multiple exciting expansions in the works.
Bearish Points:
1. Q1 will be negatively impacted by the combination of two hurricanes and pre-launch costs for the Disney Treasure.
2. Linear networks are expected to continue to decline.
3. There was some consumer softness in Shanghai Disney.
For more information about Walt Disney(DIS)'s earnings call, you can read the relevant news: Walt Disney (DIS) Q4 2024 Earnings Call Transcript
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