meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

Disney’s Latest Magic, Facebook’s Latest Challenge

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 8 November 2019

⏱️ 39 minutes

🧾️ Download transcript

Summary

Disney earnings produce some magic. Gap gets a new look. And Zillow raises the roof. Motley Fool analysts Emily Flippen, Ron Gross, and Jason Moser discuss those stories and weigh in on the latest from Roku, Activision Blizzard, Take-Two Interactive, Match Group, Booking Holdings, Tripadvisor, Expedia, Uber, and Papa John’s. They also share why they’re keeping an eye on Adobe, Boston Omaha, and Baozun. Plus, The Facebook Effect author David Kirkpatrick talks Mark Zuckerberg, tech breakups, and the future of Facebook. (To get 50% off our Stock Advisor service, go to http://RadarStocks.Fool.com.) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Everybody needs money. That's why they call it money.

0:07.0

From full global headquarters, this is Motley Fool Money.

0:19.0

It's the Motley Fool Money Radio Show. I'm Chris Hill, joining me in studio this week's Senior Analyst Jason Moser, Emily Flippin and Ron Gross. Good to see you as always.

0:26.0

Hey, hey, hey. We've got the latest earnings from Wall Street, best selling author David Kirkpatrick is our guest and is always giving an inside look at the stocks on our radar.

0:35.0

But we'll begin with the Walt Disney Company. Although let's face it, as we close out the decade for the 2010s, this really has been the Bob Iger company.

0:43.0

Fourth quarter profits for Disney came in higher than expected. This comes just a few days Jason before the much anticipated Disney Plus video streaming service launches.

0:52.0

And I have to believe that unless you're a direct competitor, there is a lot to like in this report. There is a lot to like.

0:58.0

I mean, you remember what, and all that long ago we were talking about Disney's reliance on ESPN and how that was a bit of a risk given the change in the media space and competition out there.

1:07.0

I mean, I think going through this release, going through this call, to me, they've put any of those concerns to rest at this point.

1:13.0

And when you look at the amount of content that they're going to be bringing into your living room over the course of the next decade, I mean, the amount of content that Disney is going to control is it's astounding.

1:23.0

Are you living room two?

1:24.0

You're living room two. I defy you to tell me this isn't a great value. Ron, and you're our value guy.

1:29.0

I mean, the numbers itself, we talk often about how Disney makes its money so many different ways in this quarter was no exception.

1:37.0

The studio segment operating profit was up 79% thanks to strong performance from Lion King toy story for much to Max.

1:46.0

You grin. I know he wouldn't have been fan of toy story.

1:48.0

Or Aladdin parks operating profit up 17% but like you said, this really is all about the rollout of Disney plus how they're going to integrate that.

1:58.0

You know, they've got a deal with Verizon that's going to open them up to 20 million households as well.

2:03.0

If you're a Verizon, a fire subscriber, you'll get a year of that Disney plus on the house.

2:08.0

So I just there are a lot of reasons to be excited.

2:12.0

Hulu was a big point of the call.

2:15.0

Go back a couple of quarters and you didn't hear Hulu all that often.

2:19.0

Now they're mentioning Hulu more than they're mentioning ESPN. So you see the direction they're going.

...

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.