Neutral
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Seeking Alpha
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vor etwa 2 Monaten
The Walt Disney Company delivered strong FQ2 2026 results under new CEO Josh D'Amaro, with both revenue and EPS beating estimates. Despite positive earnings and strategic vision, DIS shares remain range-bound near $100, reflecting persistent headwinds from legacy asset erosion and industry shifts. Rising capex, especially in Experiences, and intensifying streaming competition challenge Disney's...