Motley Fool Money Show Business is Back in Business!
Nov 10, 2023
Emily Flippen and Andy Cross dive into the recent SAG-AFTRA deal, discussing its impact on Hollywood's spending and content production. They tackle Disney's strategic moves, including acquiring Hulu, and analyze Warner Brothers Discovery's struggles. Lou Whiteman interviews Brad Jacobs, who shares insights from his book and experiences with challenges in business. The conversation also touches on the advertising landscape, highlighting concerns from The Trade Desk and the promising growth of Datadog in the cloud sector.
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Episode notes
Reduced Content Spend
- Content producers realize how much money they can save by reducing content spend.
- This could lead to fewer shows being produced despite the strike ending.
Disney's Content Strategy
- Disney aims to manage content costs and increase quality over quantity.
- They are focusing on higher-quality shows instead of throwing money at numerous productions.
Warner Bros. Discovery's Challenges
- Warner Bros. Discovery faces challenges with declining network ad spending and streaming subscriber losses.
- Their direct-to-streaming ad revenue grew but is significantly smaller than their network advertising.
