The Walt Disney Company (DIS) MoffettNathanson 2025 Media, Internet & Communications Conference Call Transcript

Group 1 - The Walt Disney Company announced the development of its seventh theme park in Abu Dhabi, marking a significant growth opportunity in a new region [2] - The decision to expand into Abu Dhabi is based on the belief that for every current theme park visitor, there are ten potential visitors who have not yet had the opportunity to experience Disney [2] - The company has a long history of building resort destinations, with Disneyland celebrating its 70th anniversary soon, highlighting the importance of this announcement [2] Group 2 - The strategic choice of Abu Dhabi is supported by impressive demographic numbers, particularly within a 4-hour flight radius, indicating a strong potential visitor base [2]