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Financial analyst Jason Moser and financial planner Robert Brokamp discuss Disney's earnings and the 60/40 portfolio. Topics include Disney's streaming profitability, challenges in parks business, and the evolution of the 60-40 portfolio allocation strategy.
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- Disney focuses on streaming success with positive earnings growth and strategic direction.
- Axon showcases innovation in public safety technology through AI solutions and revenue diversification.
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Disney's Earnings Report Shows Encouraging Results and Emphasis on Streaming Growth
Disney's recent earnings report demonstrates positive outcomes, with adjusted earnings per share up 30% from a year ago and a raised full-year adjusted earnings per share growth to 25%. The shift towards focusing on streaming and entertainment appears promising, with Disney Plus subscribers and average revenue per user both showing a 6% increase. Despite challenges in the park sector, the narrative has shifted towards streaming success and the company's strategic direction seems on track.
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