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    Laurent Yoon

    Senior Analyst at Bernstein

    Laurent Yoon is a Senior Analyst at Bernstein specializing in US Media and Telecom, covering key companies such as Charter Communications, Disney, Comcast, and Netflix. He has achieved a strong performance record, including a 73.17% success rate on stock recommendations and notable individual returns—for example, a +38.90% gain on Charter Communications calls. Laurent joined Bernstein in 2022 after serving as Head of Media and Telecom, and brings over a decade of industry experience to his research, consistently recognized for insightful coverage and high-conviction ratings. He holds relevant professional credentials, including FINRA registration and securities licenses, underscoring his expertise and credibility in equity research.

    Laurent Yoon's questions to Walt Disney (DIS) leadership

    Laurent Yoon's questions to Walt Disney (DIS) leadership • Q4 2024

    Question

    Laurent Yoon asked for color on the future drivers of streaming growth, specifically the expected mix of subscriber growth versus pricing increases. He also questioned if Disney plans to be more aggressive with local language content to drive international expansion.

    Answer

    CFO Hugh Johnston responded that future streaming growth will come from a balance of both subscribers and pricing, with a potential slight tilt towards pricing. CEO Robert Iger added that pricing strategy is also used to migrate users to the ad-supported tier. On local content, management reiterated that while it's valuable, significant investment will wait until platform technology is enhanced to improve churn and ROI, noting that blockbuster films already provide strong global reach.

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