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From full global headquarters, this is Motley Fool Money.

It's the Motley Fool Money Radio Show. I'm Chris Hill joining me this week.

Senior analyst Jason Moser and Ron Gross. Good to see you as always, gentlemen.

Hey, Chris. We've got the latest headlines from Wall Street. We'll talk with Bloomberg senior editor Brad Stone about his new book on Jeff Bezos and Amazon.

And as always, we've got a couple of stocks on our radar. But we begin in the magic kingdom. Disney's second quarter report had some bright spots.

Profits came in higher than expected and they added nine million subscribers for their Disney plus streaming service. But Wall Street was looking for even more subscribers as well as higher revenue and shares of Disney fell 6% this week, Ron.

Oh, Wall Street. What do you know? Yes, you hit it on the head, weaker than expected subscriber growth for Disney plus.

And so, the most clearly disappointing investors stock is actually down this year significantly rebounding from the worst of the pandemic, but down this year, parks and resorts still impacted by the pandemic.

Most television and production resumed, but they're still seeing disruption of film and television production as well as live sporting events, obviously.

And so, I think that's why we've combined to see total revenue down 13% park segment down 44% shouldn't be that surprising to folks based on what we're seeing in terms of traffic, parks reopening, but management does expect this to improve and improve significantly, especially I think in light of the new mask guidelines released this week by the CDC.

Now, their media and entertainment segment revenue that increased by 1%, nothing too exciting, but it was led by a 59% increase in what they call direct to consumer revenue and that is largely Disney plus.

Those results were similar to last quarter. They did see about an 8.7, you said, 9.7 to $9 million increase in subscribers. That was good, but that was largely offset by higher costs for ongoing expansion of programming, the move into additional markets.

And still, even though they increased 9 million, that that was just not enough for some investors who were hoping for much stronger growth as we had seen in previous quarters.

Disney plus has tripled from last year, but obviously they were starting at a low base 103, 103.6 million subscribers globally right now. They did see their average monthly revenue per subscriber decrease and that's because they launched Disney hot star in India and that decreased overall revenue per subscriber.

Hulu improved ESPN even improved a bit ESPN plus I should say networks decline 4% that's the biggest part of their media component, but it all kind of jumbles together for an earnings per share increase and adjusted one of 32% which is solid.

Lots going to happen this quarter as the parks gains team as Disney plus kind of takes a breather perhaps due to the economy opening and people getting back out into the world. It's going to be a really interesting quarter that we're in right now to keep an eye on.

Yeah, I got to say Ron, I was a little surprised at how focused Bob Chapich the CEO was on Disney plus considering that they came out with this earnings report. After the CDC had issued their updated guidelines on wearing mass and when you think about how big parks are in terms of the revenue pie for Disney, I thought he would have talked a little bit more about that.

He is making it very clear it is all about Disney plus right now. Yeah, it's the new Disney. It's the digital Disney, but you are right. We cannot forget that a significant percentage of operating income still comes from the parks and entertainment and resorts segment and that's why I think this quarter I'm going to keep my eye on that perhaps significantly more I think than the Disney plus subscription ups or downs as we see it during the quarter.

Shares of Mary out were basically flat this week first quarter profits were higher than expected overall revenue was like Jason Mary out is seeing higher demand for hotel rooms but there is definitely a chance for improvement here.

Yeah, I mean definitely a chance for improvement. I think while we may be living in the age of Airbnb, I do think that with with more than 7600 properties around the world Mary out still matters very much for travelers and therefore should matter for investors as well.

The numbers weren't all that stellar of course rev par that revenue per available room metric, which is a key performance indicator down basically 46% in all markets compared to the first quarter of a year ago.

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