All Eyes on the Attention Economy

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 12 August 2024

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment. (00:21) Asit Sharma and Dylan Lewis discuss: - Reddit’s strong growth numbers, some of its monetization opportunities beyond ads, and why it could buck the trend of struggling social companies like Pinterest, Snap, and Twitter/X. - Why strong box office and streaming results weren’t enough to get investors excited about Disney, but long term the company’s prospects still look good. (16:43) Jason Moser and Mary Long discuss Wayfair, the power of a good distribution network, and the company’s path to consistent profitability. Companies discussed: RDDT, DIS, W, AMZN, KO Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Jason Moser Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got two different looks at the attention economy.
0:07.4	Motley full money starts now. I'm Dylan Lewis and I'm joined over the airwaves by
0:13.0	my analyst Asset Sharma. I'm joined over the airwaves by Motley Fool analyst
0:24.0	Osset Sharma.
0:25.0	Osset, thanks for joining me.
0:27.0	Dylan, thank you for inviting me.
0:29.0	I think it is telling that last week was so full of news that we didn't get to hit earnings
0:35.5	from some of the pretty big names out there including Disney and 2024's largest
0:40.8	or at least maybe most popular IPO, Reddit, just kind of a sign of how
0:45.1	tumultuous and maybe headline-driven the last week was, Osset.
0:48.6	Yeah, we start off with the market itself being the headline and then just a big fire hose of
0:56.2	earnings but I like this Dylan I mean this is what investors should do right
1:00.2	the dust cells you go back and start looking at the things you wanted to get to.
1:04.4	You just don't just forget about them and wait until next quarter you dig in.
1:08.6	Yeah, that's right. Wait a way to keep us honest there, Assad. so we're going to start out looking at
1:13.4	Reddit's results uh... those came out
1:15.9	last week their second report
1:18.3	uh... as a publicly traded company and i look at the report here and I'm kind of pleasantly surprised
1:24.0	Osset. We had 54% year over year revenue growth. We saw very strong daily
1:30.2	active user growth.
1:32.5	It seemed like there was quite a bit alike here.
1:34.5	Totally, except for all the acronyms they use, like walk, that is weekly active
	...

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