Motley Fool Money Is Streaming Profitable?
May 7, 2024
Jason Moser, an investment analyst at The Motley Fool with insights into Disney and Axon Enterprise, joins Alison Southwick, who specializes in portfolio strategies. They dive into the contrasting earnings of Disney’s parks and streaming services, exploring its future amid leadership challenges. Moser highlights Axon’s innovative growth with cloud services and AI to aid law enforcement. Southwick discusses the 60/40 portfolio's struggles and reassesses its viability for 2024, urging investors to rethink diversification in light of rising inflation.
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Disney's Streaming Progress
- Disney's parks business is slowing, but streaming is becoming profitable.
- Disney+ added ad-tier subscribers, increasing profitability.
Axon's Cloud Growth
- Axon's cloud and services division fuels its growth, exceeding 50% year-over-year.
- This demonstrates the successful monetization of their installed hardware base.
Disney's Pricing Power
- The high cost of Disney parks creates a powerful allure of exclusivity.
- This psychological factor drives spending, even during economic downturns.
