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Disney+ Flagships Will Shape the Company’s Future as It Tries to Beat Netflix

  • Gerber Kawasaki sees ‘huge potential’ with children’s content
  • Disney’s last investor day was in April 2014 at an ESPN event
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Photographer: Valerie Macon/AFP via Getty Images

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All eyes are on Disney+ with Walt Disney Co.’s investor day scheduled to kick off Thursday afternoon, five years after management last hosted shareholders at an ESPN event in April 2014. The new streaming service will fundamentally shape Disney’s future as the media conglomerate vies to upend Netflix Inc.

Wall Street is hoping Bob Iger will address a variety of topics. In addition to much-awaited specific details on Disney+, investors are also looking for subscriber-based key performance metrics for streaming platforms, a strategic game plan for Hulu and an idea of just how low near-term EPS will go. Disney shares fell as much as 0.7 percent intraday.