Disney’s Streaming Surprise, Telemedicine Mergers, and Operation HOPE

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 7 August 2020

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Disney’s streaming service gets the job done. Wayfair crushes expectations. Arista Networks sells off despite beating expectations. Square gets a boost from the Cash App. Teladoc and Livongo Health enter into a telemedicine merger. Wix.com posts strong revenue growth but swings to a loss. Etsy generates triple digit revenue growth. Twilio reports record results, but the stock takes a breather. Motley Fool analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: LivePerson and Health Catalyst. Plus, entrepreneur, author, and philanthropist John Hope Bryant talks financial dignity and economic empowerment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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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 Ron Gross sitting in for Chris Hill.
0:23.0	Joining me today are Senior Analysts Andy Cross and Jason Moser.
0:27.0	How you doing, gentlemen?
0:29.0	Hey Ron!
0:30.0	You're doing on that side of my life.
0:32.0	Welcome to the big chair.
0:33.0	I have a running season rolls on my friends.
0:36.0	Today we're going to talk furniture, payment processing, the cloud, and telemedicine.
0:41.0	But we begin with the House of Mouse.
0:44.0	Disney reported better than expected third quarter results.
0:47.0	As weakness in the Parks and Resort segment, we're offset by strength and streaming services.
0:52.0	Andy, Disney plus getting it done and the stock reacting nicely.
0:56.0	Yeah sure, Ron. It really was all about the direct to consumer.
0:59.0	When you think about what Disney is doing on their streaming platform,
1:03.0	they now have more than a 100 and 1 million streaming paid subscribers.
1:08.0	That's Disney plus at 57.5 million.
1:11.0	Actually now more than 60 million as of this week.
1:14.0	Up from 33.5 million, the previous quarter or growth of more than 70%.
1:21.0	It's about a not quite the third the size of Netflix.
1:24.0	Interesting 15% of those are in India, Ron, with the Disney and the Hot Star partnership.
	...

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