DIS
Entertainment · Communication Services
Analyst
JPMorgan
Equibles does not estimate personal net worth.
David Karnovsky is recorded as Analyst at JPMorgan. David Karnovsky has spoken on 6 earnings calls across 5 companies, most recently for Walt Disney Co on May 6, 2026. Those appearances were for Walt Disney Co (DIS), New York Times Co (NYT), Liberty Live Holdings, Inc. (LLYVA), AppLovin Corp (APP) and Atlanta Braves Holdings, Inc. (BATRA). The companies whose calls David Karnovsky spoke on are classified in the Communication Services sector.
“As you think about Disney+ domestically, what path do you see to organically grow engagement? How do you think about this in terms of your own content but also through making the platform a portal through which third parties can distribute programming?”
“Meredith, your results have consistently kind of exceeded your outlook on what looks to be an accelerated pace.”
“With the open AI agreement, Bob, can you discuss how you plan to curate and deploy user-generated AI content across your platforms? Would this be entirely for vertical video?”
“Maybe for Derek and Stefano, on the U.S. rights agreement, I think the dollar figures are fairly straightforward, but I wanted to see if you could speak a bit to how you're looking at this agreement specifically from an engagement perspective and how investors should perceive any risk regarding a move away from linear…”
“Adam, I guess the logical question after that last comment would be kind of what breaks developers out of that conservative mentality? Is that kind of macro based?”
JPMorgan
Analyst
Source not stated
DIS
Entertainment · Communication Services
Entertainment · Communication Services
APP
Advertising Agencies · Communication Services
Entertainment · Communication Services