Scott Galloway
๐ค SpeakerAppearances Over Time
Podcast Appearances
Paramount Plus revenue up 17 percent.
I wonder how much of that is Landman.
They added 700,000 net subscribers to reach 79.6 million in total.
Direct-to-consumer EBITDA improved to $251 million.
TV media revenue fell 6% to $3.7 billion as cord cutting continues.
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.
Yeah, everyone's been saying, they're going to gut Hollywood and they're coming out swinging and they're doubling their film slate.
Josh DeMauro's first earning Coliseo reported a really strong beat.
Shares gained roughly 7 percent after the report.
But here's the thing, 100 percent of this beat,
the credit goes to Bob Iger.
Someone doesn't impact earnings two weeks after they take the CEO job.
This beat was really ringing the bell for Bob Iger.
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
broke into the double digits at almost 11%.
Their streaming revenue hit 5.5 billion, up 13%, driven by price hikes.
And Disney no longer reports subscriber numbers, which is a shame, but their experiences that you reference
was up 7 percent, which must be an increase in prices because as you mentioned- Numbers are down at the parks.
Attendance is down.
They also have raised their buyback target similar to what Apple did last week and got it.