Disney's biggest wins this year — from a triumphant proxy war to getting back on track at the box office

Core Insights - Disney has shown signs of recovery in 2024, with streaming turning a profit for the first time and improvements at the box office [1][2] - CEO Bob Iger has successfully navigated challenges, including a proxy battle and concerns over the film division's profitability [3][4] - Despite progress, Disney still faces significant challenges, particularly in its linear TV business and potential political repercussions from a possible return of Donald Trump [5] Group 1: Financial Performance - Streaming business has turned a profit for the first time, contributing positively to Disney's overall financial health [1][3] - Iger projected optimistic earnings growth extending to 2027, leading to a 9% increase in Disney's stock price [3] Group 2: Leadership and Strategy - Bob Iger has addressed major concerns by focusing on profitable film releases, including "Inside Out 2" and "Deadpool & Wolverine" [3] - The company plans to name Iger's successor by early 2026, aiming to stabilize leadership after previous succession issues [4] Group 3: Challenges Ahead - The decline of the linear TV business continues to be a significant concern for Disney [5] - The introduction of multiple streaming offerings, including a new ESPN streamer, may lead to consumer confusion [5] - Potential political challenges from a returning Donald Trump could impact Disney's creative output and journalism [5]