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Scott Galloway

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
76777 total appearances

Appearances Over Time

Podcast Appearances

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

Paramount Plus revenue up 17 percent.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

I wonder how much of that is Landman.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

They added 700,000 net subscribers to reach 79.6 million in total.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

Direct-to-consumer EBITDA improved to $251 million.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

TV media revenue fell 6% to $3.7 billion as cord cutting continues.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

And Paramount has nearly doubled its film slate for 2026 versus 2025 since closing the Skydance deal last August, which to their credit- Yeah, he's been promising that.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

Yeah, everyone's been saying, they're going to gut Hollywood and they're coming out swinging and they're doubling their film slate.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

Josh DeMauro's first earning Coliseo reported a really strong beat.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

Shares gained roughly 7 percent after the report.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

But here's the thing, 100 percent of this beat,

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

the credit goes to Bob Iger.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

Someone doesn't impact earnings two weeks after they take the CEO job.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

This beat was really ringing the bell for Bob Iger.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

Revenue at 25.2 billion versus 24.8 expected, earnings about 57 versus 149 expected, streaming operating income jumped 88 percent to $582 million, and Disney's streaming margins

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

broke into the double digits at almost 11%.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

Their streaming revenue hit 5.5 billion, up 13%, driven by price hikes.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

And Disney no longer reports subscriber numbers, which is a shame, but their experiences that you reference

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

was up 7 percent, which must be an increase in prices because as you mentioned- Numbers are down at the parks.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

Attendance is down.

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OpenAI Trial "Soap Opera," ChatGPT's Stock Picks, and Remembering Ted Turner

They also have raised their buyback target similar to what Apple did last week and got it.