There was too much news to skip straight to Disney, so they begin with discussions of AMC’s reopening, Tenet rapidly-approaching theatrical release, the official end of the Paramount Decrees, and a Quibi Quibi. They next analyze Disney’s Q3 earnings, their impact, and share what these earnings might mean for the future of the company. Finally, they deep dive into the big news of the call: the launch of Mulan on Disney+ and Disney’s secret development of an in-app premium VOD service.