Episode

Disney's Super App Era Arrives. What Does It Mean?

Podcast
Ankler Agenda
Published
May 7, 2026
Duration seconds
1798
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not_requested
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https://traffic.megaphone.fm/AMI8018548640.mp3?updated=1778196119
Audio
https://traffic.megaphone.fm/AMI8018548640.mp3?updated=1778196119
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/v1/public/podcasts/ankler-agenda-5321489/episodes/disney-s-super-app-era-arrives-what-does-it-mean
Markdown
/podcast/ankler-agenda-5321489/disney-s-super-app-era-arrives-what-does-it-mean.md

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Summary

Quarterly earnings season isn’t just MBA word salad. Earnings calls are where Hollywood’s biggest companies tell Wall Street what matters most — and where employees often learn what’s really happening inside their own studios. This week, Disney, Warner Bros. Discovery and Paramount reported earnings, and Elaine Low, Sean McNulty and Natalie Jarvey break down what the companies are signaling about the future of Hollywood: Disney’s “super app” ambitions, the industry’s AI push, vertical video and what the looming Warner-Paramount merger could mean for the business. Plus: What did new Disney CEO Josh D'Amaro reveal in his first earnings call from the C-suite? And what does Warners have planned as it exits the stage? Learn more about your ad choices. Visit megaphone.fm/adchoices