Disney has a lot of work to do. Iger talked about wanting to reinstate the dividend by the end of the year, but they are saying and doing a lot of things that is resonating with Wall Street. There's clearly some room for optimization inside the Disney plus business because there's a lot of really good long lived content. And you could probably focus like the Mandalorian is amazing. People can't get enough of their baby Yoda.
Disney’s latest results and plans were just what Wall Street wanted to hear.
(0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet shares falling over a botched AI demo and concerns about Microsoft
(13:20) Just in time for Valentine’s Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group.
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Stocks discussed: DIS, MSFT, GOOG, MTCH
Host: Chris Hill Guest: Tim Beyers, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineer: Rick Engdahl
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