EARNINGS SEASON

The Media Odyssey · Feb 20, 2025 · 40m · transcript

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 -…