Episode Details

DISNEY, GOOGLE & SPOTIFY, OH MY
Marion Ranchet and Evan Shapiro dissect Disney, Alphabet/YouTube, and Spotify’s 2024 earnings, exploring Disney's struggle for streaming profitability, digital ad trends, YouTube as TV-first platform, and Spotify’s surprise turnaround.

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Sources:
Disney QE
Spotify QE
Google QE

00:00 - Introduction 
00:30 - MIP London Announcement
02:24 - Disney
13:47 - YouTube & Alphabet (Google)
26:56 - Spotify
39:14 - Closing Remarks & Final Thoughts

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Connect with us on Linkedin:
Evan Shapiro - https://www.linkedin.com/in/eshap-media-cartographer/
Marion Ranchet - https://www.linkedin.com/in/marionranchet/

Newsletters:
Marion Ranchet - https://marionranchet.substack.com/
Evan Shapiro - https://eshap.substack.com/