Subscribers Drive Spotify and Disney

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 15 November 2024

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead. (00:15) Andy Cross and Matt Argersinger discuss: - Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways. - Why Cava and Instacart are both taking a breather post-earnings - How the macro environment and housing market continues to weigh on activity for Home Depot. (19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security. (34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s. Learn more about the Range Rover Sport at www.landroverusa.com and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Robert Brokamp Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got the highs and lows of this week's earning slate and the money numbers for 2025.
0:09.4	This week's Mountainful Money Radio show starts now.
0:15.6	Everybody needs money.
0:21.8	That's why they call it money.
0:28.1	From Fool Global Headquarters, this is Motley Fool Money Radio show.
0:35.9	I'm Dylan Lewis.
0:36.8	Joining me over with Airwaves, Motley Fool Senior Analyst, Andy Cross and Matt Argersinger. Fools, great to have you
0:42.1	both here. Hey, Dylan. We've got the key numbers you need to know for retirement accounts in 2025,
0:48.5	the world according to Bob Eiger and stocks on our radar. Andy, we're going to start out with
0:53.8	the world according to Bob Eiger.
0:55.3	Finally, some optimism over at the House of Mouse, shares of Disney up over 10% this week
1:01.4	on earnings that I think were maybe a little bit better than the market was expecting.
1:04.9	Well, we had some optimism last quarter, Dylan, with the streaming profit they announced
1:09.6	and delivered, and we had more of that this
1:12.0	quarter for the second consecutive quarter of the Disney streaming business made operating
1:15.9	profits. This time they made $321 million versus a loss of $387 million a year ago. So basically
1:22.5	a $180. That's great to see. When you think about the average revenue per user, that was up 1%
1:28.9	down 1% in the U.S., but up 3% in international. Higher new advertising subscriptions offset
1:36.0	by the ad revenue. So half of new U.S. subs deal in now are coming from the ad side
1:41.9	of the business. So very similar to what we're seeing on Netflix. The advertising business continues to drive the subscriber business. Total
1:47.9	revenues for the business up 6%. Operating income up 23% and adjusted earnings per share
1:53.5	up 39%. The best ever quarter, Bob Iger wrote for studios with Deadpool and Wolverine and
	...

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