GOOGLE & DISNEY EARNINGS BREAKDOWN
Google crushes expectations even as YouTube slows, and Disney names a CEO to distract from its numbers. Welcome to The Media Odyssey Live!
In this live earnings coverage episode, Evan Shapiro and Marion Ranchet break down Google and Alphabet’s Q4 2025 wins and Disney's less positive performance. The conversation reveals surprising shifts in where advertising dollars are flowing, with mobile and social platforms capturing growth that once went to traditional video platforms. Rather than celebrating wins, the hosts dig into what the numbers actually reveal about maturing products, shifting…
The skinny
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