Seema Shah discusses the relaunched ESPN app ahead of football season, noting a “huge surge” of downloads and active users over the prior 30 days. She also notes a jump in “resurrected users.” There’s a lot more to make the app engaging, and Disney has spent “a huge portion” of its ad budget on ESPN, Seema says, both of which are helping with the uptick.
Next Gen Investing
03 Sep 2025
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