Disney had a stronger-than-expected fiscal third quarter. The company beat Wall Street estimates on both the top and bottom lines, and its streaming service, Disney+, added 12 million global subscribers bringing the total to 116 million in less than two years since its launch.

Variety Intelligence Platform Media Analyst & Correspondent Heidi Chung and VIP Media Analyst Kevin Tran discuss Disney’s latest quarter and the new challenges that lie ahead.

For further, in-depth analysis of the media industry, become a VIP subscriber today!