Disney Plus overall was down slightly in terms of total subscribers. Most of that was driven by essentially India. ESPN Plus up very slightly, 24.9 million from 24.3 million in the prior quarter. That's up 2%. But in a quarter where it's really hard, like Disney Plus, domestic, average revenue per subscriber down,. international down, Disney Plus core overall, down.
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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