Motley Fool Money Disney’s Latest Magic, Facebook’s Latest Challenge
Nov 8, 2019
David Kirkpatrick, author of "The Facebook Effect," joins the conversation to provide a deep dive into Facebook's current challenges under Mark Zuckerberg, particularly regarding political advertising and free speech. The group discusses Disney's promising earnings and the impact of its streaming strategies, while tackling intense competition faced by brands like Gap and Uber. They also spotlight the evolving tech landscape and what it means for investors, highlighting Adobe's innovations and the significance of China's Singles Day.
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Disney's Transformation
- Disney's reliance on ESPN was once a concern.
- This concern is now mitigated by the rollout of Disney+ and its vast content library.
Disney+ Profitability
- Disney+ isn't currently very profitable.
- The strategy is to gain subscribers and then increase prices over time.
Disney+ Execution Risk
- The biggest risk for Disney+ is execution.
- If the platform rollout fails, it will be a major problem.
