Tariffs and Streaming Trends in Entertainment

This chapter analyzes the silence of major companies like Disney and Warner Brothers on tariffs during earnings calls, revealing a possible strategic choice among Wall Street analysts. It discusses the financial challenges these companies face, including the impact of cord cutting and a significant revenue drop, while also exploring Trump’s proposed tariffs on foreign films and their implications for the industry. The conversation touches on the evolving streaming landscape, comparing profitability among key players like Netflix and Disney, and the potential for a podcast trip to the emerging market of Abu Dhabi.