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Highlights from Disney's (DIS +0.8%) presentation at the UBS Global Media Conference: 1) CFO Jay...

Highlights from Disney's (DIS +0.8%) presentation at the UBS Global Media Conference: 1) CFO Jay Rasulo says ESPN is still a major focus for growth as advertising remains strong for the network's stable of channels. 2) New films from Disney studios will increasingly focus on rates of returns outside of the theater window, especially with the DVD market shrinking. The merchandising opps for Marvel and Star Wars line up nicely on that front. 3) On Netflix, the company found it to be the highest value SVOD deal in front of it. (webcast)
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