Inside #StayinLA; Two Minutes with Bob Iger; SpinCo Woe
Ankler Agenda7 Feb 2025

Inside #StayinLA; Two Minutes with Bob Iger; SpinCo Woe

Disney started its latest earnings call with an uncharacteristically terse Bob Iger avoiding a trio of unpleasant topics: linear TV, declining Disney+ subscriber totals and Donald Trump. What wasn’t said spoke volumes, but a few messages rang clear: film keeps churning out hits, ESPN has good/less good news, and the streaming division is firmly in the black. Meanwhile, SEC filings paint a bleak start to the future SpinCo, and a look inside the do-or-die #StayinLA movement. Sean McNulty, Elaine Low and Richard Rushfield break it all down. For more entertainment news, subscribe to The Ankler or apply to The Ladder, a new members-only hub for early career entertainment professionals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(249)

Disney Subscriber Victory? Not So Fast

Disney Subscriber Victory? Not So Fast

Following Disney’s Q2 earnings call, many headlines declared the company’s victory over Netflix as Disney+ subscribers reached 221 million — squeaking ahead of Netflix (at 220.67 million). But in this...

11 Aug 202235min

'At What Point Do You Make a Profit?'

'At What Point Do You Make a Profit?'

On this episode, hosts Janice Min, Tatiana Siegel and The Wakeup’s Sean McNulty take quick measure of entertainment’s giants after another day of wild Q2 earnings calls all about streaming that includ...

5 Aug 202251min

Will Peacock Exist in a Year?

Will Peacock Exist in a Year?

As recession fears mount, Comcast becomes the latest to deliver a bleak earnings picture, with its streaming service Peacock stuck firm on 13 million subscribers, despite spending over $2 billion a ye...

29 Jul 202228min

Martini Shot: Agents are People Too

Martini Shot: Agents are People Too

This week, Rob Long has a confession to make: he likes agents—they’re “the friendly bacteria in the lower intestine of the dirty business we call entertainment,” he says. In defense of this controvers...

27 Jul 202211min

Streaming's New Bad Omen

Streaming's New Bad Omen

Earnings season is underway, and everyone should be taking notice of Snapchat’s dismal performance (and Twitter’s that followed). The tech company’s stock took a 27 percent nosedive immediately after ...

22 Jul 202249min

Netflix Saved by 'Stranger Things'

Netflix Saved by 'Stranger Things'

The Netflix Q2 2022 subscriber numbers are in!  And… huh. No splat. What does the lack of a collapse — but not exactly successful April through June quarter — indicate about the state of the streamin...

20 Jul 202254min

EMMYS! 'Yellowjackets' > 'Yellowstone' 🏆

EMMYS! 'Yellowjackets' > 'Yellowstone' 🏆

The Emmy noms are in. After months of posturing, positioning and the biggest glut of prestige entertainment the world has ever seen, the votes have been tallied and the final sprint towards the big ni...

13 Jul 202243min

Pod: Married to the Bob

Pod: Married to the Bob

Today’s Ankler Hot Seat podcast dissects this week’s move by the Disney board to extend CEO Bob Chapek’s contract for three more years. Hosts Richard Rushfield and Tatiana Siegel are joined by Ankler ...

1 Jul 202248min

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