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Posted by
Two Blokes Jul 21 -
Filed in
Stock
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5 views
Disney's Sports segment, especially ESPN, is often overlooked but holds significant long-term upside as management innovates and the sports industry grows. Recent financials show a turnaround: 2025 revenue and operating income are up, driven by cost controls and strong advertising and subscription growth. The upcoming direct-to-consumer ESPN app, with flexible pricing and bundling, could be a game changer, potentially adding $3 billion in annual revenue.
