All About the Ads

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 10 August 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing. Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens. Companies discussed: TTD, DIS, NFLX, PENN Host: Deidre Woollard Guests: Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	As viewers, we may hate ads, but as investors who we might have to love them, you're listening
0:11.0	to Motley Full Money.
0:21.2	Welcome to Motley Full Money, I'm Deedra Willard here with Motley Full Analyst Ambires.
0:25.5	How are you today, Tim?
0:27.1	We're caffeinated, ready to go, Deedra.
0:29.4	Glad to hear it.
0:30.9	This is going to be an advertising heavy episode, feels to me like advertising is moving everything
0:36.6	lately, even though it's been sort of an iffy market for it.
0:39.9	But we have to kick things off with the House of Mouse, Disney.
0:43.8	We had earnings last night.
0:46.4	To me, this felt like a transitioning kind of quarter, losses were heavy, not a surprise,
0:53.3	maybe better than expected.
0:55.3	CEO Bob Eiger, dealing with multiple issues, one of them, which we also saw with Paramount,
1:02.3	is that good old linear television, our old friend, it does not pay like it used to,
1:08.0	operating income at Disney's traditional channels, down about 23%.
1:12.9	Is traditional television, is it over, is it a losing game?
1:18.2	What is the future of traditional television, Tim?
1:21.4	Oh, what a question.
1:23.8	I will say it's definitely losing steam, because there are so many alternative platforms,
1:32.4	and short-form media is incredibly popular, and I'm not talking about streamed media.
1:39.6	I am talking about things like YouTube and TikTok.
1:43.0	You cannot discount the impact of YouTube and TikTok as programming vehicles, particularly
	...

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