Disney unveils buyback revival, ESPN's digital strategy
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 8 February 2024
⏱️ 7 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | Welcome to See King Alpha's Wall Street breakfast, where we cover the top news for investors every morning. |
| 0:08.0 | Good morning. Today is Thursday, February 8th. I'm Julie Morgan. |
| 0:13.0 | Disney Unveales its plan for E-S-PN and buybacks. |
| 0:17.2 | Synopsys is reportedly exploring its options, |
| 0:20.5 | and PayPal has an earnings beat but disappointing guidance. |
| 0:25.0 | Disney's earnings report showed a profit boost spurred by significant cost cutting moves alongside flat revenues. |
| 0:32.9 | Disney is up 7% pre-market. |
| 0:36.1 | In addition to the news we brought you Wednesday |
| 0:38.5 | here on Wall Street breakfast about Disney's venture |
| 0:41.6 | with Fox and Warner Brothers Discovery, |
| 0:44.0 | CEO Bob Eiger said on the conference call |
| 0:46.8 | that a long-awaited direct-to-consumer |
| 0:49.2 | stand-alone version of ESPN |
| 0:51.8 | would be arriving in the fall of 2025. This means there will be at |
| 0:56.2 | least two ways for consumers to get ESPN without a cable bundle which is not |
| 1:01.5 | the case today. |
| 1:02.9 | Eiger promises that it will be a highly interactive destination with access to engage in digital |
| 1:09.1 | integrations like ESP and Bet and Fantasy Sports. |
| 1:13.6 | And if you're a swiftie, listen up. |
| 1:16.0 | Eiger said Disney also secured exclusive rights to stream Taylor Swift, the |
| 1:21.0 | eras tour starting March 15th. |
| 1:23.9 | The film will be uncut featuring songs and content that were not in the theatrical version |
... |
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