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Motley Fool Money

Uber Hits Gas on Autonomous Vehicles

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 7 May 2025

⏱️ 31 minutes

🧾️ Download transcript

Summary

Disney’s building coasters; Uber’s hailing robotaxis. Which ride has the better growth engine? (00:14) David Meier and Mary Long discuss earnings from Disney and Uber. Then, (15:22), Ricky Mulvey talks with Gerard Barron, the CEO of The Metals Company, about the political hurdles TMC needs to clear in order to pick up rocks from the ocean floor. Companies discussed: DIS, UBER, GOOG, TMC Host: Mary Long Guests: David Meier, Gerard Barron Producer: Ricky Mulvey Engineer: Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Today, we're looking at two kinds of rides, roller coasters and robo taxis.

0:08.9

You're listening to Motley Full Money.

0:13.7

I'm Mary Long, joined on this Wednesday morning by Mr. David Meyer.

0:17.4

David, how's it going?

0:18.3

Good to see you.

0:19.3

It's going great.

0:20.2

It's great to see you, too.

0:22.1

So we will kick things off today with a trip to Disneyland. Shares of the company were up

0:27.4

almost 11% last I checked this morning, as they reported faster than expected growth, particularly

0:33.2

in its parks and streaming business. I want to focus on the theme parks piece of this to kick us off

0:39.0

because that is a substantial part of the business. It makes up more than 50% of Disney's operating

0:44.8

income. And, you know, if you just listen to financial media, you'd get the impression that

0:50.1

folks were tightening their hold on their wallets and really bracing for an economic downturn.

0:54.3

But you look at the parks business at Disney, and they saw an increase in visitors to their

1:00.5

California and Florida parks. Guest spending at those parks also increased. Interestingly,

1:05.9

you see different trends at the domestic resorts versus international ones like Shanghai and

1:09.7

Hong Kong. Those international resorts saw lower attendance.

1:13.1

But again, why are we seeing such a burst in interest and attendance and spending at these

1:19.5

domestic parks?

1:20.4

What do you think is bringing people out there?

1:22.1

And considering all the uncertainty in the macro environment, do you expect that trend to continue?

1:28.8

My goodness, that's like 16 questions there, but no, I'm only teasing.

...

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