CG: Walt Disney Rethinks Content Delivery With 2 Streaming Offerings
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 26 September 2017
⏱️ 31 minutes
🧾️ Download transcript
Summary
Between its upcoming ESPN and Disney-branded services, the company will give viewers access to 10,000 live sporting events, 500 films, and over 7,000 television episodes. Traditional pay-TV subscriber numbers are on the decline, and CEO Bob Iger sees this streaming transition as his last major priority before retirement.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Support for industry focus comes from our friends at Rocket Mortgage Buy Quicken Loans. Home plays a big role in your life. |
| 0:05.2 | That's why Quicken Loans created Rocket Mortgage. It lets you apply simply and understand the entire |
| 0:09.6 | mortgage process fully, so you can be confident that you're getting the right mortgage for you. |
| 0:13.7 | To get started go to rocket mortgage.com slash fool. |
| 0:18.4 | Welcome to industry focus, the podcast it dives into a different sector of the stock market every |
| 0:22.2 | day. |
| 0:22.6 | I'm your host, Vincent Nushen, |
| 0:24.3 | and we're pre-recording this episode |
| 0:26.2 | for September 26th. |
| 0:28.1 | In studio with me here at full headquarters, |
| 0:30.3 | is Full.com Contributor, Dan Klein. |
| 0:32.0 | Good to see you, buddy. Hey, Vince, nice to see you buddy. Hey Vince nice to see you I know you |
| 0:34.6 | had to grapple with the storm recently and I'm glad you got through everything safely |
| 0:38.8 | and that you could fly into Alexandria this week to check in with us so really happy to have you here. |
| 0:42.8 | A very, very tense week but you know no major damage everybody okay so as good as can be hoped |
| 0:48.8 | for. That's that's what's important right. So there have been some interesting and in one instance kind of puzzling developments in the retail and consumer world this week |
| 0:56.7 | So we'll lead off a few of those with a few of those stories before we move on to discuss the incoming streaming services from Walt Disney. |
| 1:03.4 | First is the story that you pitched to me and that is the bankruptcy of Tours or Us, the |
| 1:08.9 | major toy store chain. So this is a private company but I think it's pretty safe to say that a lot of the challenges that put pressure on |
| 1:16.3 | department stores restaurants and other kind of brick and mortar retailers are coming into play here too. What's your take? |
| 1:23.1 | Well, I think it's sort of a bigger trend. |
| 1:25.2 | So the problem Toys R Us has, when I'm a little older than you, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

