Disney+ Crosses 100M

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4.7 • 1.7K Ratings

🗓️ 10 March 2021

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

MongoDB’s guidance offsets strong 4^th-quarter results for the could database business. 2^nd-quarter sales for Campbell’s Soup are lower than expected, stalling the company’s turnaround plans. Alicia Alfiere analyzes those stories as well as how the streaming video landscape looks for Netflix now that Disney+ has 100 million subscribers.

Transcript

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0:00.0	It's Wednesday, March 10th.
0:04.0	Welcome to Market Fully.
0:05.4	I'm Chris Hill with me today.
0:07.7	Alicia Alfieri in the house.
0:09.3	Thanks for being here.
0:10.7	Thanks for having me, Chris.
0:11.9	I'm so happy to be here.
0:13.5	So we've got the business of entertainment.
0:15.7	We've got consumer staples.
0:17.4	But we're going to start today in the cloud.
0:20.0	MongoDB, the cloud database company
0:22.4	wrapped up its fiscal year.
0:24.4	Fourth quarter revenue was higher than expected.
0:27.0	The loss was smaller than expected.
0:30.1	So both of those are great.
0:31.3	But guidance for the new fiscal year
0:33.1	was a little lower than Wall Street was hoping for.
0:35.4	So shares of MongoDB are also a little lower this morning.
0:41.3	Yeah, that's right.
0:42.0	So let's start by talking about what MongoDB does.
0:46.4	So I would say that right now our world is filled with data.
0:51.8	And it's software applications, right?
	...

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