EARNINGS SEASON
Download MP3DISNEY, 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.
TMO listeners receive a 100£ discount when they register for MIP London using the promo code: MLONDAUOVIS-C
Click HERE to get your ticket to the show TODAY!
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
Interested in sponsorship? https://forms.gle/2LCWfX2HBNT8mtpx8
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/
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.
TMO listeners receive a 100£ discount when they register for MIP London using the promo code: MLONDAUOVIS-C
Click HERE to get your ticket to the show TODAY!
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
Interested in sponsorship? https://forms.gle/2LCWfX2HBNT8mtpx8
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/
Creators and Guests
Host
Evan Shapiro
Based in the US, Evan Shapiro is the Media Industry’s official Cartographer, known for his well-researched and provocative analysis of the entertainment ecosystem in his must read treatises on Media’s latest trends and trajectories.
Host
Marion Ranchet
Marion Ranchet, French expat based in Amsterdam, has become the industry’s go-to expert in all things streaming, building a following for turning even the most complex problems into easily digestible and actionable insights.
