• Earlier this month, InterDigital Inc. announced it had secured injunctions against Walt Disney in both Germany and Brazil over patent infringements related to video streaming technology, while on October 29 Disney completed its combination of Fubo’s business with its Hulu + Live TV business, forming a major North American pay TV entity.

  • As Disney prepares to report its fiscal fourth-quarter earnings, ongoing legal disputes and operational challenges create new uncertainties for its streaming and content distribution strategy.

  • We’ll consider how the patent injunction in Germany could influence Disney’s digital growth plans and overall investment outlook.

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Owning Disney means believing in its ability to expand its streaming platforms and global Experiences business, while managing the challenges of a rapidly changing digital media landscape. The recent patent injunctions in Germany and Brazil present some immediate legal and operational uncertainties, but do not appear material enough to alter the trajectory of Disney’s largest short-term catalyst: growing direct-to-consumer subscriptions and integration of sports content. However, elevated litigation risks could add to costs and complexity as Disney seeks scale in streaming.

The just-completed combination of Hulu + Live TV with Fubo’s business stands out as particularly relevant, forming a large-scale North American pay TV entity poised to accelerate digital engagement, a key driver for near-term subscriber momentum. This move arrives as Disney prepares to merge all core streaming properties into a unified app, aiming to reduce churn and boost both user engagement and recurring revenues.

By contrast, investors should also be mindful of ongoing legal disputes that could lead to…

Read the full narrative on Walt Disney (it’s free!)

Walt Disney’s outlook anticipates $106.4 billion in revenue and $11.9 billion in earnings by 2028. This reflects a 4.0% annual revenue growth rate and a $0.3 billion earnings increase from current earnings of $11.6 billion.

Uncover how Walt Disney’s forecasts yield a $133.22 fair value, a 14% upside to its current price.

DIS Community Fair Values as at Nov 2025 DIS Community Fair Values as at Nov 2025

Simply Wall St Community members estimate Disney’s fair value between US$104 and US$133 per share, based on nine unique forecasts. While these diverse views highlight differing optimism on Disney’s future revenue growth, recent patent-related legal challenges could further affect expectations, consider reviewing multiple opinions for a fuller picture.

Explore 9 other fair value estimates on Walt Disney – why the stock might be worth 10% less than the current price!

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  • A great starting point for your Walt Disney research is our analysis highlighting 3 key rewards that could impact your investment decision.

  • Our free Walt Disney research report provides a comprehensive fundamental analysis summarized in a single visual – the Snowflake – making it easy to evaluate Walt Disney’s overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include DIS.

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