Disney's (DIS +0.4%) presentation at a media conference in NYC focused on global opportunities as theme parks, TV networks, and movies all reach deeper into developing markets
Rapid expansion of Disney's theme park in Shanghai is on tap even after it opens. The park is within 3 hours of +300M people making it a logical target for investment. The tone from CFO Jay Rasulo is extremely confident that the park will be very successful and add to Disney's top-line growth.
Monetizing mobile is still a work in progress as measurement techniques are refined.
The bidding for NBA rights for ABC and ESPN is the last piece of the sports puzzle for Disney with other sports wrapped up. Rasulo seems to expect heated competition from other sports networks.
On the impact of Aereo: The upstart tech concern doesn't factor into Disney's strategy.