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.
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Disney Streaming Turnaround
- Disney's streaming business achieved operating profits for the second consecutive quarter.
- This is a significant turnaround from previous losses, driven by ad revenue and popular content.
Spotify's Growth
- Spotify demonstrated subscription and advertising strength, indicating user loyalty and monetization potential.
- Despite price increases, premium subscribers grew, alongside steady growth in ad-supported users.
Shopify's Efficient Growth
- Shopify showed strong growth with increasing gross merchandise volume and revenue, while controlling operating expenses.
- This cost-effective approach resulted in a significant increase in free cash margin.