Snap and Disney report earnings after the bell Tuesday and both companies have a lot to talk about. Chris Versace, Chief Investment Officer at Tematica Research and John Petrides, Managing Director & Portfolio Manager at Point View Wealth Management join The Long and The Short to discuss what they expect from each company's call.
The main aspect Snap investors will be looking at is active user growth and revenue per user. Spiegel has said in the past that this company may never be profitable, so what number does it have to hit in order to keep investors interested in its future? Petrides is unsure if Snap will get to the point where it can call itself a successful company.
Plus, Disney reporting earnings for the first time since announcing its acquisition of 21st Century Fox. Will that be the main focus of the call? In the past, investors have been worried about subscriber loss within its ESPN property, but this purchase could overshadow that. Ives said a lot of time will be spent asking CEO Bob Iger about the future of its new streaming platform and how it sees the integration of movies from 21st Century Fox.
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Blake Scholl, Founder & CEO of Boom Supersonic, shares how he launched the company to building the future of flight with test flights and major airline deals.
Mark Spoonauer, Global Editor-in-Chief at Tom's Guide, breaks down Samsung’s Galaxy Unpacked event, highlighting the latest hardware and AI-powered updates.
Joby CPO Eric Allison discusses the UAE’s historic EVTOL take off, marking Dubai as the launchpad for global air taxi adoption and Joby’s commercial readiness.
SIRI co-creator Babak Hodjat, now CTO of AI at Cognizant, shares insights on AI’s evolution and how Cognizant is building powerful agents for Fortune 500 firms.
Andrew Nusca, Editorial Director at Fortune, dives into WhatsApp’s first-ever ads rollout —and how Meta’s ad push intensifies its showdown with OpenAI.
Al Root, Associate Editor at Barron's, joins to discuss Tesla’s robotaxis going live in Texas—what it means for autonomy, safety, and the EV race ahead.
IBM Fellow Jerry Chow talks IBM’s expansion of the Quantum Data Center in Poughkeepsie, installing Heron processors that deliver utility‑scale performance.
