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Turnaround or Illusion? Disney Is Exciting Again

Summary by Portfolio
Since Bob Iger's return, Disney's story has improved a lot, managing to curb losses in the streaming business, getting costs in order, and the company is generating stronger cash flow again. However, investors are not taking the turnaround as a given for now, because the big question remains whether Disney can really set itself on a new growth path in the streaming era, or whether it has only been able to stabilize a giant company operating in a…
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Since Bob Iger's return, Disney's story has improved a lot, managing to curb losses in the streaming business, getting costs in order, and the company is generating stronger cash flow again. However, investors are not taking the turnaround as a given for now, because the big question remains whether Disney can really set itself on a new growth path in the streaming era, or whether it has only been able to stabilize a giant company operating in a…

·Budapest, Hungary
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Portfolio broke the news in Budapest, Hungary on Wednesday, May 27, 2026.
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