Motley Fool Money Is ESPN Undisruptable?
Nov 14, 2024
In this discussion, Jason Moser, an investment analyst focusing on Disney, highlights the entertainment giant's impressive earnings and strategic shifts, especially regarding ESPN's evolving role in a streaming-dominated market. Yasser El-Shimy, a senior analyst, dives into Rocket Lab's explosive growth in the space sector, exploring its innovative technologies and investment allure. The conversation also touches on Amazon's new discount venture, Haul, and its implications for brand identity. It's a lively exchange about disruption and adaptation in entertainment and tech.
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Disney's Efficiency Gains
- Disney's adjusted earnings were up 40% due to increased efficiency.
- This was achieved through cost-cutting, including 8,000 job cuts, and the growth of their higher-margin streaming business.
Disney Highlights
- Disney CEO Bob Iger highlighted successful films like Inside Out 2 and Deadpool.
- Disney is expanding its cruise line, more than doubling its fleet.
Iger vs. Chapek
- Bob Iger continues to criticize Bob Chapek's leadership, attributing Disney's renewed success to his own return.
- Jason Moser expresses concern about "Iger fatigue" and suggests an external hire for the next CEO.