Geetha Ranganathan
speaker
140 appearances
9 recordings
2 series
first heard Nov 2025
last heard 17 Jul
Geetha Ranganathan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 9 in all, peaking in Jan 2026 with 4.
Appearances
Yeah, the main point is they somehow have to turn the narrative around, Ed, on this whole deceleration in revenue growth.
I mean, we've seen it significantly come down from 16% in the first quarter to 14% in the second quarter, and now 11.7% guidance for the third quarter.
And really the whole narrative here is anchored by those double digit, solid double digit mid-teens gains in revenue growth.
And until and unless we see that picking up along with a pickup in engagement and subscriber growth, I think it's going to be really hard to get behind this, you know, the whole Netflix thesis.
it absolutely is i mean we've you know believe it or not the the the tickets went on sale for this ad over a year ago and they sold out within minutes for you know all the imax and the premium formats this one is going to be huge we just got the numbers from for the thursday preview releases highest ever this year beating even toy story 5. so i think this you know combined with all of the buzz the fact that it was shot in an imax camera
And that, you know, everybody wants to, I mean, Christopher Nolan is always great at eventizing a film.
And I think we're going to see that really translate into some very, very strong numbers at the box office.
Everything seems to be working right now, Caroline.
And of course, coming into this quarter, there was a lot of concerns about whether Disney would in fact lower their guidance for the full year.
And they did exactly the opposite, which is why we're kind of seeing the shares really react with so much more confidence today.
So on the theme parks, which is 60% of total company profit, we were expecting a very, very modest profit increase for the fiscal second quarter.
They actually outperformed with 5% increase in profit.
And they attribute that to pretty strong per capita spending, even though visitation was a little challenged.
So international visitation to their domestic parks has been hurt by a stronger dollar and some of the geopolitical tensions.
But despite that, they kind of delivered.
And really I think the upbeat,
commentary for the fiscal third quarter where they talked about a pickup in demand and some of those attendance headwinds kind of fading away really lends credence to their very optimistic outlook for fiscal 2026 and even fiscal 2027.
It's
Yeah, so it's really, you know, as part of that whole content strategy, yes, you're right to point out video games.
And they're basically trying to create, you know, this one-stop shop, really using Disney Plus as kind of the hub for so many more products.
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