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Motley Fool Hidden Gems Investing

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Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 9 November 2023

⏱️ 33 minutes

🧾️ Download transcript

Summary

Actors are headed back to work as streamers seek to monetize viewers. (00:20) Bill Barker and Deidre Woollard discuss: - The long-term impact of Hollywood’s strikes. - Linear television’s fading ad value. - The value of sports entertainment. (17:09) : Tim White and Tim Beyers sit down with Iinformatica Chief Product Officer, Jitesh Ghai to discuss the future of data management.Claim your Stock Advisor discount here:  www.fool.com/mfmdiscount Companies discussed: DIS, WBD, NYT, NFLX, SNAP, PINS, INFAHost: Deidre Woollard Guests: Jitesh Ghai, Tim White, Tim Beyers, Bill Barker Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Actors are getting back to work but are the best days of television behind us.

0:09.2

Motley Full Money. I'm Deedra Willard here with Motley Full Money.

0:21.0

Welcome to Motley Full Money.

0:22.0

I'm Deedra Willard here with Motley Full analyst Bill Barker.

0:25.3

Bill how are you today?

0:26.3

I'm well, thanks.

0:27.3

Well, you know who else is well? I think are the Hollywood actors. Our season of strikes and it has been a season it's

0:34.2

finally winding down sag after they reached to deal with the studios last night

0:38.6

which means content engine it's going to start ramping back up again. I saw a report last night and deadline said the strike caused Southern California around 6.5 billion

0:48.0

and 45,000 entertainment jobs.

0:51.0

What do you think about the long-term ramifications of the strikes? One of the things I'm

0:55.5

wondering is if companies have learned maybe to be sort of cleaner about their content and will probably cut costs more.

1:04.7

What do you think?

1:06.4

Well, I think you're going to have to wait a little bit until the actual terms are released.

1:13.0

Until they are ratified by the union membership, they're not going to be given to us.

1:19.5

And so a more intelligent response to that will have to wait but yes I mean that's not the only response that you can have on this show so

1:30.4

The AI was a part of all of this and a big part I think probably the corporate level was thinking gleefully about how many people to cut out of the equation

1:47.2

with AI and I think that the terms of the contract came up and sort of at the right time in order to address

1:57.4

this before AI gets away from the acting community.

2:02.8

So I think they've inserted, you know, their negotiations at the right time when it's evident

2:11.8

what will be coming, but it's not too late to change the equation

2:16.0

before it works dramatically against the actors.

...

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