Group 1 - The upcoming earnings call for Walt Disney is significant as it marks the first fiscal quarter results since Bob Iger's return as CEO, with expectations for substantial updates [1][2] - Iger's contract is set to end later this year, and the announcement of his successor is anticipated, potentially during the earnings call, which would allow for a smoother transition [4][5] - The timing of the successor announcement is crucial, as it could impact the upcoming shareholder meeting in March and avoid distractions during Iger's final gathering with investors [5][6] Group 2 - The performance of the Avatar franchise is under scrutiny, with the latest installment, Avatar: Fire and Ash, not performing as well as expected compared to other releases, raising questions about the future of the franchise [7] - The financial success of Avatar: Fire and Ash is critical for the production of the fourth and fifth films, which are currently scheduled for release in 2029 and 2031 [8]
Is This Disney's Biggest Quarterly Report in Years?