363: ‘Deliberately Churned’, With Christina Warren
The Talk Show With John Gruber
What's the Big Thing With the Quarterly Report That Disney Just Had?
The big thing with the quarterly report that Disney just had, which clearly in hindsight, you don't have to know the inside gossip. Sunkum was the streaming thing, which is that Disney lost what one, 1.5 billion streaming on the quarter. And now they everybody knows that they've been losing money on streaming for years. But Chepeck had told investors that they were on pace to be profitable by 2024.
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