Disney's Super App Era Arrives. What Does It Mean?

About this episode

The episode discusses the implications of recent earnings reports from major Hollywood companies, focusing on Disney's super app ambitions and industry trends.

Quarterly earnings season isn’t just MBA word salad. Earnings calls are where Hollywood’s biggest companies tell Wall Street what matters most — and where employees often learn what’s really happening inside their own studios. This week, Disney, Warner Bros. Discovery and Paramount reported earnings, and Elaine Low, Sean McNulty and Natalie Jarvey break down what the companies are signaling about the future of Hollywood: Disney’s “super app” ambitions, the industry’s AI push, vertical video and what the looming Warner-Paramount merger could mean for the business. Plus: What did new Disney CEO Josh D'Amaro reveal in his first earnings call from the C-suite? And what does Warners have planned as it exits the stage? Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Guests: Elaine Low, Sean McNulty, Natalie Jarvey

Topics covered

• Disney
• earnings calls
• Hollywood
• AI
• mergers
• super app

Keywords

• Disney
• earnings
• Hollywood
• AI
• merger
• super app
• vertical video

Mentioned in this episode

Organizations: Disney, Warner Bros. Discovery, Paramount

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