{"podcast":{"title":"The Media Odyssey","slug":"the-media-odyssey-7131582","podcast_index_feed_id":7131582,"rss_url":"https://feeds.transistor.fm/the-media-odyssey","website_url":null,"image_url":"https://img.transistorcdn.com/UE0r6-2HLc8GdXYHHgYyY_X9ioG8e64qM9M9RyN57_Y/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS85MGY2/OTU4ZjM2OWJmMDJj/MjA1MzE2ODcxNjU4/ZjU4Mi5qcGc.jpg","author":"The Media Odyssey","episode_count":88,"summary":"Each week, two of media’s most influential thinkers, Evan Shapiro & Marion Ranchet, take on the hottest media topics with their hottest takes, helping their audience chart a course through the maelstrom that is today’s Media Odyssey. Based in the US, Evan Shapiro is the Media Industry’s official Cartographer, known for his well-researched and provocative analysis of the entertainment ecosystem in his must read treatises on Media’s latest trends and trajectories. Marion Ranchet, French expat based in Amsterdam, has become the industry’s go-to expert in all things streaming, building a following for turning even the most complex problems into easily digestible and actionable insights. Ranchet and Shapiro are known for their sharp-yet-accessible content on Media consumption, audience trends, and the shifting fundamentals of the business itself. Even during the toughest of topics, they each make talking about Media fun. Together every week, these two will offer entertaining, often humorous, and always educational content on today’s Media Odyssey.","last_synced_at":"2026-06-25T16:17:06.409958+00:00","page_url":"https://stenobird.com/podcast/the-media-odyssey-7131582"},"episode":{"title":"GOOGLE & DISNEY EARNINGS BREAKDOWN","slug":"google-disney-earnings-breakdown","published_at":"2026-02-05T16:00:27+00:00","page_url":"https://stenobird.com/podcast/the-media-odyssey-7131582/google-disney-earnings-breakdown","show_page_url":"https://stenobird.com/podcast/the-media-odyssey-7131582","url":"https://themediaodyssey.transistor.fm/episodes/google-disney-earnings-breakdown","audio_url":"https://2.gum.fm/op3.dev/e/pdcn.co/e/pscrb.fm/rss/p/pdst.fm/e/dts.podtrac.com/redirect.mp3/media.transistor.fm/b7fe4e0d/873966d2.mp3","summary":"Google crushes expectations even as YouTube slows, and Disney names a CEO to distract from its numbers. Welcome to The Media Odyssey Live! In this live earnings coverage episode, Evan Shapiro and Marion Ranchet break down Google and Alphabet’s Q4 2025 wins and Disney's less positive performance. The conversation reveals surprising shifts in where advertising dollars are flowing, with mobile and social platforms capturing growth that once went to traditional video platforms. Rather than celebrating wins, the hosts dig into what the numbers actually reveal about maturing products, shifting consumer behavior, and the growing challenge of competing across multiple devices and formats. The episode is a reality check on how even dominant players like YouTube are facing headwinds, while free ad-supported platforms are quietly gaining massive ground against premium subscription services. Key Takeaways: 1. Google Beat Expectations But YouTube Growth Is Slowing Google beat expectations on both top and bottom line, with cloud revenue growing 48%. However, YouTube revenue growth in Q4 was less than 10%, missing expectations for the first time in recent memory. This signals YouTube is becoming a maturing product, with the majority of Q4 advertising upside going to TikTok and Meta instead. Despite the slowdown, YouTube's full-year revenue outpaced Netflix's total revenue, and Google now has the same number of subscribers across Premium, Music, and Red as Netflix has total subscribers. 2. Mobile and Social Are Outpacing TV in Ad Spending A record $13 billion in midterm political advertising is coming in 2026, with the majority of growth going to mobile-first, targeted advertising on platforms like Instagram and TikTok rather than traditional TV or even Connected TV. The money that us…","meta_description":"Google crushes expectations even as YouTube slows, and Disney names a CEO to distract from its numbers. Welcome to The Media Odyssey Live! In this live ea…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1967,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-media-odyssey-7131582/episodes/google-disney-earnings-breakdown/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-media-odyssey-7131582/google-disney-earnings-breakdown.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}