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

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