Disney’s Tragic Kingdom

The index of big US software groups has fallen by about 20 percent over the past year, as investors worry that AI will make software businesses obsolete. Today on the show, Rob Armstrong and Katie Martin make the case that enterprise software isn’t going anywhere. Also on the sho ...  Show more

We’re halfway through the year and the markets are thriving but look different than they did six months ago. The Magnificent Seven are struggling, while chip makers are soaring. Inflation is up but wages are stalling. Today on the show, Katie Martin and Rob Armstrong try to figur ...  Show more

It’s 2022 and Disney is in trouble. The combined forces of pandemic shutdowns, box-office bombs and political missteps have hammered Disney’s stock price. Marvel’s jilted former boss sees an opportunity. He allies with billionaire investor Nelson Peltz to plot a boardroom coup.Be ...  Show more

We're talking about Disney's pivot to streaming and the hurdles ahead for the legacy media company as new rivals emerge. We're joined by Parrot Analytics strategist Julia Alexander and comedian Chase O'Donnell.Binge all episodes early and ad-free with Wondery+. Join Wondery+ for ...  Show more

Disney’s streaming business could be running out of steam; MoffettNathanson founding partner and media watcher Michael Nathanson weighs in on Wall Street’s Disney debate. Nathanson also dives into the 'Squid Game' mania and what its eyepopping metrics mean for Netflix and the ...

Disney CEO Bob Iger says the company is looking for a “strategic partner” to invest in the massive sports network, which has been struggling in an era of cord-cutting. Peter Kafka explains what it could mean for fans. This episode was produced by Hady Mawajdeh, edited by Matt Col ...  Show more