We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Spotify’s First Year of Profitability + Is Google Losing its Edge?

Spotify’s First Year of Profitability + Is Google Losing its Edge?

2025/2/10
logo of podcast Prof G Markets

Prof G Markets
AI Deep Dive AI Chapters Transcript
People
E
Ed
参与金融播客，分析和讨论金融市场趋势和变化。
S
Scott
通过积极的储蓄和房地产投资，实现早期退休并成为财务独立运动的领袖。
Topics
Scott: 我觉得超级碗就像古罗马的竞技场,只不过狮子换成了泰勒·斯威夫特。最近我因为对时局的焦虑,考虑尝试氯胺酮来解离。同时,我放弃了高尔夫和看体育比赛,转而投入健身,并试图花更多时间与客户相处,希望能发展出一种父子般的准社会关系,这样他们就会付我数百万美元的咨询费。 Ed: 我今年决定不看超级碗了,因为我对NFL不感兴趣。

Deep Dive

Chapters
Despite beating earnings expectations, Disney+ lost subscribers, raising concerns about the sustainability of their streaming model. The discussion analyzes their competition, pricing power, and reliance on sequels to drive revenue.
  • Disney+ lost 700,000 subscribers
  • Netflix's churn rate is significantly lower than Disney's
  • Disney's box office success relies heavily on sequels
  • The parks, cruises, and resorts remain strong parts of the Disney business

Shownotes Transcript

Scott and Ed open the show by discussing Disney, Novo Nordisk and Uber’s earnings. Then they break down Spotify’s results and discuss Chappell Roan’s Grammy speech criticizing the music industry. Scott outlines how she could drive real impact in the industry, while Ed explains why he doesn't think Spotify is to blame for the struggle of artists. Finally, they unpack Google’s earnings, with Scott highlighting the biggest red flag for shareholders and Ed explaining why he remains bullish on the company.

Subscribe to the Prof G Markets newsletter) 

Order "The Algebra of Wealth,") out now

Subscribe to No Mercy / No Malice)

Follow the podcast across socials @profgpod:

Follow Scott on )Instagram)

Follow Ed on )Instagram) and )X)

Learn more about your ad choices. Visit podcastchoices.com/adchoices)