With the leading media moguls hunkered down in Sun Valley this week for the annual Allen & Co. conference just a week ahead of the start of the Q2 earnings season, there's no better time for a frank discussion of how these companies' stocks are faring. Strictly Business hosts Cynthia Littleton and Andrew Wallenstein are joined by Variety Intelligence Platform analyst Heidi Chung for a chat about Disney, Warner Bros. Discovery, Netflix, Comcast and much more. 

With the leading media moguls hunkered down in Sun Valley this week for the annual Allen &amp; Co. conference just a week ahead of the start of the Q2 earnings season, there's no better time for a frank discussion of how these companies' stocks are faring. Strictly Business hosts Cynthia Littleton and Andrew Wallenstein are joined by Variety Intelligence Platform analyst Heidi Chung for a chat about Disney, Warner Bros. Discovery, Netflix, Comcast and much more.

Industry leaders converse about business deals, strategy and the future of media and entertainment.

Strictly Business

Industry leaders converse about business deals, strategy and the future of media and entertainment on Variety's weekly interview series.

Industry leaders converse about business deals, strategy and the future of media and entertainment on Variety's weekly interview series.

Variety's Strictly Business

Media Stocks Midyear Assessment

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5c352ff8-bdb5-42fd-be54-b03d00e625e0/transcript

On today’s episode, Bill O’Dowd, founder and CEO of Dolphin Entertainment, offers a deep dive into the art and science of the creator economy. The leader of the parent company of PR heavyweights 42West and Shore Fire Media explains how the heat among social media personalities is changing everything about marketing and advertising, and how it has bulldozed traditional barriers to launching consumer products.

On today&rsquo;s episode, Bill O&rsquo;Dowd, founder and CEO of <a href="https://variety.com/t/dolphin-entertainment/">Dolphin Entertainment,</a> offers a deep dive into the art and science of the creator economy. The leader of the parent company of PR heavyweights 42West and Shore Fire Media explains how the heat among social media personalities is changing everything about marketing and advertising, and how it has bulldozed traditional barriers to launching consumer products.

How the Creator Economy Has Changed Marketing and 'Democratized the Launch of Consumer Products'

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/efa4da31-0d52-4400-9180-b3ff000c4dd1/transcript

On today’s episode, we’ll hear from Jon Brockett, executive producer and showrunner of Sunday’s Actor Awards. The kudocast veteran discusses producing a live event without strict time limit considerations for Netflix, showcasing host Kristen Bell, paying tribute to Harrison Ford’s long career and invoking vintage Hollywood glamour.

On today&rsquo;s episode, we&rsquo;ll hear from Jon Brockett, executive producer and showrunner of <a href="https://variety.com/2026/film/awards/sag-actor-awards-2026-nominations-one-battle-after-another-1236623773/">Sunday&rsquo;s Actor Awards.</a> The kudocast veteran discusses producing a live event without strict time limit considerations for Netflix, showcasing host Kristen Bell, paying tribute to Harrison Ford&rsquo;s long career and invoking vintage Hollywood glamour.

Daily Variety -- 'We're a Sprint': Actor Awards EP Jon Brockett on Producing the Live Kudocast for Netflix

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3cd2501d-d89e-494f-adb3-b3fd013e20b5/transcript

On today’s episode, in our Cover Story segment, Variety’s Brent Lang takes a long look at Disney’s incoming CEO Josh D’Amaro and the challenges that await the parks and experiences veteran as he takes the helm of the Mouse House next month.

On today&rsquo;s episode, in our Cover Story segment, Variety&rsquo;s Brent Lang takes <a href="https://variety.com/2026/film/features/disney-ceo-josh-damaro-star-wars-marvel-ai-1236671533/">a long look at Disney&rsquo;s incoming CEO Josh D&rsquo;Amaro </a>and the challenges that await the parks and experiences veteran as he takes the helm of the Mouse House next month.

Daily Variety -- Who is Josh D'Amaro and What's Next for Disney?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/583cb3f2-65bb-4b47-86d9-b3fc01370cd4/transcript

Media Stocks Midyear Assessment

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