DIS War with YouTube Lasting Headwind, Streaming Holds Long-Term Momentum

It's time now for the 360 round. Let's bring in our panel to discuss earnings from Disney. Joining us now, James Trinowski, head of emerging tech at Consumer Choice Center, and Matt Doljen, the senior equity analyst at Morning Star.James, love to just start with your thoughts on this report. >> Yeah, thank you for having me. I think that it's a mixed bag for Disney because on one end, I think that we've seen some really promising stuff.Their model of direct to consumer, of growing their subscriber rate, uh, ...