Deidre Woolard: This is going to be an advertising-heavy episode. Feels to me like advertising is moving everything lately, even though it's been sort of an iffy market for it. We had earnings last night; this felt like a transition-y kind of quarter. Losses were heavy, not a surprise, maybe better than expected. CEO Bob Iger dealing with multiple issues including that good old linear television does not pay like it used to.
Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing.
Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens.
Companies discussed: TTD, DIS, NFLX, PENN
Host: Deidre Woollard Guests: Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd
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