b'A parade of earnings hit the tape in Overtime \\u2013 with investors squarely focused on Disney. Instant shareholder analysis from Sand Hill Global\\u2019s Brenda Vingiello and Patti Brennan of Key Financial. Plus, Disney CEO Bob Iger announced a big restructuring on the company\\u2019s conference call. Jim Lebenthal of Cerity Partners gives his first reaction to that news.'