Motley Fool Money Disney’s Latest Magic, Facebook’s Latest Challenge
Nov 8, 2019
David Kirkpatrick, author of "The Facebook Effect," joins the conversation to provide a deep dive into Facebook's current challenges under Mark Zuckerberg, particularly regarding political advertising and free speech. The group discusses Disney's promising earnings and the impact of its streaming strategies, while tackling intense competition faced by brands like Gap and Uber. They also spotlight the evolving tech landscape and what it means for investors, highlighting Adobe's innovations and the significance of China's Singles Day.
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Gaming Industry Challenges
- Activision Blizzard and Take-Two Interactive face competition from free online games.
- Both had good results but offered weak holiday quarter guidance.
Contrasting Performance
- Activision Blizzard is having a transition year with declining revenue and earnings.
- Take-Two Interactive posted impressive revenue and earnings growth.
Match Group's Resilience
- Match Group's stock rebounded after an initial drop due to lower-than-expected guidance.
- Their core metrics, like app usage and subscriber growth, show positive trends.
