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• Walt Disney sharply outperformed Wall Street’s quarterly earnings estimates with strong earnings from 'Moana 2,' but warned of a modest decline in Disney+ streaming subscribers in the next quarter due to price hikes, contrasting with Netflix's growing subscriber base.
• While domestic park revenues declined due to hurricane impacts and cruise ship expenses, international parks showed growth; concerns remain about the consistent profitability of the parks segment as it becomes less reliable in offsetting streaming losses.
• Disney’s traditional TV networks continue to struggle, with operating income down 11%, which has raised questions about the long-term viability of its linear assets amidst a shifting media landscape.