Disney's (DIS -0.04%) stock is up 11.5% following earnings, and it wasn't just impressive quarterly results. Bob Iger laid out a path for the streaming business to get to profitability and for how ESPN will go "over the top."

In this video, Travis Hoium covers the most important numbers and shares why he's so excited about Disney stock.

*Stock prices used were end-of-day prices of Feb. 7, 2024. The video was published on Feb. 8, 2024.