Subscribe to our new Patreon for BONUS content

Earnings Episodes

April 18, 2025

What United Airline's Strategic Shift Signals for Theme Parks & Touri…

Travel patterns are changing. United Airlines' latest earnings reveal a strategic pivot as they prepare for two economic scenarios in 2025, cutting domestic flight capacity by 4% while seeing surges in both premium and budget travelers.

Listen to the Episode
Feb. 16, 2025

Fantasy Springs Boosts Tokyo Disney as Universal Tests LARPing

Tokyo Disney Resort is thriving with Fantasy Springs and seasonal events driving record-breaking revenue, while Universal Studios Hollywood is experimenting with a bold new event: Fan Fest Nights.

Listen to the Episode
Feb. 10, 2025

Disney Q1 FY25 Earnings Deep Dive: Parks, Streaming, and ESPN’s Next …

Is Disney’s success unstoppable? Despite rising ticket prices, hurricanes disrupting domestic parks, and the looming Epic Universe, Disney still delivered a strong quarter.

Listen to the Episode