Hosts: Aisha Rahman & Raj Patel

In this episode:

• Welcome to the Pivot Marketing podcast for Saturday, May 9th, 2026. I'm Aisha Rahman.

• And I'm Raj Patel. We've got three stories today that all circle the same question: how does AI actually land with the people it's supposed to serve?

• Let's start at the happiest place on the internet. New Disney CEO Josh D'Amaro used his first earnings call to call Disney+ the company's, quote, digi...

• Let's examine the numbers behind that pivot. Disney+ has been hovering around 158 million core subscribers, and ARPU growth has flattened in the last ...

• And here's what's coming next. Think dynamic show recommendations that shift based on who's on the couch, AI-generated recap reels before you hit play...

Subscribe to the newsletter at pivotnews.ai for the full written briefing.