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Motley Fool Money
Subscribers Drive Spotify and Disney
Nov 15, 2024
Andy Cross and Matt Argersinger, both Motley Fool Senior Analysts, discuss Disney's resurgence in streaming and box office performance, along with Spotify's subscriber strength. They explore Shopify's recovery and the recent market reactions of Cava and Instacart post-earnings. Personal finance expert Robert Brokamp provides key retirement account insights for 2025. The duo also analyzes Nike's strategic comeback and Papa John's promising potential, all while navigating the complexities of the housing market and its effects on retail.
41:25
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Quick takeaways
- Disney's streaming division has rebounded significantly with $321 million in operating profits, indicating a strategic turnaround under Bob Iger's leadership.
- Spotify's subscriber growth and record free cash flow demonstrate its strong market position and potential for future revenue expansion, particularly in advertising.
Deep dives
Disney's Streaming Profit and Future Projections
Disney's streaming division has shown significant improvement, reporting $321 million in operating profits compared to a loss of $387 million from the previous year. The growth in average revenue per user is noteworthy, with a mix of advertising subscriptions contributing to this success. Bob Iger, the CEO, has been optimistic about the company's direction, guiding for an ambitious target of $875 million in operating profit for fiscal 2025. Disney's market cap currently sits around $200 billion, signaling a potential upside compared to competitors like Netflix.
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