How Disney Is Building a Billion-Dollar Ad Business

Disney is poised to ramp its already booming advertising business, and the executive leading the charge is Rita Ferro. In this episode, Lucas and Luna break down how Disney is leveraging its streaming growth, sports rights, and theme park data to build a formidable ad business that challenges the digital duopoly of Google and Meta. They explore the numbers: Disney's ad revenue grew 26% this year, and with the launch of a new ad-supported tier on Disney+ and a unified ad platform called Disney Real-Time Ad Exchange, the company is attracting a wave of brand dollars that once went to digital-only players. Lucas argues this is a structural shift in the ad market, not just a streaming bump. Luna questions whether Disney can sustain the momentum without alienating its premium brand perception. They also discuss the broader implications for media stocks and the $600 billion global ad market. A sharp, data-driven look at how a century-old entertainment giant is remaking itself for the algorithm age. #Disney #RitaFerro #Advertising #DisneyPlus #Streaming #Media #DigitalAdvertising #Business #Finance #FexingoBusiness #BusinessPodcast #TheQuarterlyReview #Earnings #Entertainment #SportsRights #AdRevenue #BrandStrategy #Google Keep every episode free: buymeacoffee.com/fexingo