Disney FY 3Q17 Earnings Call Notes

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Bob Iger The future is direct relationship between content creators and consumers ” It’s been clear to us for a while with the future of this industry will be forged by direct relationships between content creators and consumers. Given our … Continued

CBS 2Q17 Earnings Call Notes

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Leslie Moonves – CBS Corp. Yes sports bidding is becoming more competitive out there “Mike, on the sports, yes, the competitive bidding is becoming more and more out there, and obviously there’s digital players in the sports arena. The good … Continued

Marriott 2Q17 Earnings Call Notes

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Arne M. Sorenson – Marriott International, Inc. Europe hotels benefitting from greater US demand “our Europe hotels are benefiting from improving economic growth and greater U.S. demand, driven by the stronger dollar. As a result, Europe’s RevPAR rose 7% on … Continued

Parker Hannifin FY 4Q17 Earnings Call Notes

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Thomas L. Williams – Parker-Hannifin Corp. Positive, neutral, negative markets “Positives are aerospace, agriculture, construction, distribution, forestry, general industrial, heavy-duty truck, lawn and turf, mining, oil and gas, refrigeration and air-conditioning, semicon and telecom. So, as I said, it’s a … Continued

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