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Alexia Quadrani

Executive Vice President of Investor Relations, Walt Disney The

Search every verified Alexia Quadrani interview, podcast appearance, and on-the-record quote β€” each transcript cross-checked by AI and human review to confirm speaker identity. In July 2021, Alexia Quadrani, then a JPMorgan media analyst, appeared on CNBC's "Closing Bell" to discuss Disney following the debut of "Black Widow." She described the film's $80 million domestic box office and $60 million in Disney+ revenue as "positive news," stating it demonstrated "the success and the demand for the content" and "the broad appeal of the Disney Plus subscriber base." Quadrani noted that Disney had raised prices on Disney+ in March and bundled it with ESPN+, adding that "the demand must be very strong to continue these price increases." Quadrani also addressed Disney's release strategy, saying the next big film would be released day-and-date, while the following would have a 45-day theatrical window. She said she would "like to think that it's the pandemic or a recovery strategy" leading to an exclusive theatrical window, but acknowledged uncertainty, noting that "we don't know how much of the box office was cannibalized" or lost to piracy. She described Disney's stock as "an attractive entry point," citing "an incredible digital strategy" and a "recovery of their legacy businesses" over the next 12 to 18 months.

Selected quotes

Recent appearances

  • Why Disney shares remains a top pick with 20% upside: JPMorgan's Alexia Quadrani

    Alexia Quadrani, JP Morgan media analyst, joins CNBC's "Closing Bell" to discuss her recent note on Disney shares as "Black Widow" brings in $80 million at the domestic box office and $60 million from Disney+. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi Β» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision Β» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Β» Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is…

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