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Comcast's NBCUniversal spinoff just transformed streaming wars
TheStreet44d agoneutral
Comcast's NBCUniversal spinoff just transformed streaming wars

Nobody saw this coming. Not Wall Street. Not Hollywood. And almost certainly not Netflix or Disney. On June 29, Comcast announced it would spin off NBCUniversal and Sky into a separate, publicly traded company through a tax-free transaction. After more than 15 years as a single company, the cable ...

Bloomberg44d agoneutral
Comcast’s NBC Spinoff Raises Questions About Businesses’ Future

(Bloomberg) -- Brian Roberts lost out on an opportunity last year to merge NBCUniversal with Warner Bros. Discovery Inc. But the process helped get the chairman and co-chief executive officer of Comcast Corp. thinking about what NBCUniversal would look like on its own. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesSupreme Court Leaves Tr

Bloomberg45d agoneutral
Bob Iger, Joshua Kushner Explore Bid for NBA Expansion Team

(Bloomberg) -- Former Walt Disney Co. Chief Executive Officer Bob Iger and Thrive Capital founder Joshua Kushner have hired investment bankers and discussed making a bid for the National Basketball Association expansion team in Las Vegas, according to people familiar with their plans. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardOil Tra

Disney World closes a popular parking loophole
TheStreet48d agoneutral
Disney World closes a popular parking loophole

With a single-day Walt Disney World ticket starting at $128 per day, some visitors look for every way possible to save money. Many pricing hacks are obvious. You can stay off-property, not eat your meals or snacks inside the parks, and visit at the lowest-demand time each day to make dynamic ...

Disney earnings expected to show improving US park attendance
Proactive51d agoneutral
Disney earnings expected to show improving US park attendance

Walt Disney Co (NYSE:DIS, XETRA:WDP) is expected to report modestly improving attendance trends at its domestic theme parks in its fiscal third quarter, Bank of America analysts have projected ahead of the entertainment giant’s upcoming report. The bank’s analysts wrote that Disney's...

Hollywood Is Having Its Best Box Office Since Before the Pandemic
The Wall Street Journal52d agoneutral
Hollywood Is Having Its Best Box Office Since Before the Pandemic

“We went through five years of pain,” said the chief revenue officer of the Flix Brewhouse cinema chain. A resurgent year at the box office hit new heights this weekend as Disney’s “Toy Story 5” opened to an estimated $312 million globally—the second-best debut ever for a Pixar animated film. Many event films this year have met or exceeded the industry’s lofty expectations, including “Project Hail Mary,” “The Super Mario Galaxy Movie,” “Michael” and “The Devil Wears Prada 2.” The past few weeks have also seen two low-budget horror movies, “Backrooms” and “Obsession,” become unanticipated blockbusters.

Our Highest Conviction Call on Disney Points to $110 on Earnings Growth
24/7 Wall St.53d agoneutral
Our Highest Conviction Call on Disney Points to $110 on Earnings Growth

Disney (NYSE:DIS) has spent 2026 grinding sideways while the underlying business quietly accelerates. Shares are down 10.98% year to date, yet streaming margins just crossed double digits and FY26 EPS growth is guided at roughly 16%. That disconnect is the entire setup for our call. Our 24/7 Wall St. price target for Disney is $110.07, ... Our Highest Conviction Call on Disney Points to $110 on Earnings Growth

Financial Times54d agoneutral
Bob Iger’s long goodbye

The Pirates of the Caribbean ride at Disneyland in California, built in the last year of Walt Disney’s life with the last of his visionary drive...

Why Toy Story 5 matters more than most Disney sequels
TheStreet66d agoneutral
Why Toy Story 5 matters more than most Disney sequels

More than three decades after the original "Toy Story" debuted in 1995, Disney is preparing to release "Toy Story 5" exclusively in theaters on June 19, 2026. The film arrives seven years after "Toy Story 4" and at a pivotal moment for the movie industry, as studios continue searching for ways to ...

50-year-old theme park to close forever after summer season
TheStreet68d agoneutral
50-year-old theme park to close forever after summer season

While theme park giants like Disney and Universal can withstand periodic drops in visitor numbers, a bad season can spell doom for a smaller theme park. After posting a loss of more than $1.2 billion at the end of 2025, Six Flags announced that it will be closing six "underperforming" locations in ...

Disney's next growth story isn't parks or movies
TheStreet70d agoneutral
Disney's next growth story isn't parks or movies

Most of us think we know how Disney (DIS) makes money. The $169 park ticket. The $250 million blockbuster. The streaming bill that creeps higher every fall. We picture the cash where the magic is. Here is what I keep coming back to. The fastest-growing part of a company is rarely the part on the ...

Playtika (PLTK) Q1 2026 Earnings Transcript
Motley Fool72d agoneutral
Playtika (PLTK) Q1 2026 Earnings Transcript

Robert Antokol: Good morning, and thank you for joining us. With that context, the headline for me is this Disney Solitaire. This Disney Solitaire has scaled faster than any title in our 15 years history and continues to outperform expectations.

Disney World opens a key new attraction early
TheStreet79d agoneutral
Disney World opens a key new attraction early

Walt Disney does not always give families a heads-up when something new is ready at one of its theme parks. Sometimes it just opens the doors. That is what happened at Animal Kingdom, where one of the most talked-about new experiences at Walt Disney World quietly welcomed its first guests ahead of ...

Bloomberg79d agoneutral
Latest ‘Star Wars’ Film ‘Mandalorian’ Debuts at $100 Million

(Bloomberg) -- The Mandalorian and Grogu, the first film in the Star Wars franchise in seven years, was the highest-grossing movie in the US and Canada over the four-day holiday weekend with $100 million in ticket sales. Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inch To

‘The Mandalorian and Grogu’ Returns Star Wars to Theaters
The Wall Street Journal80d agoneutral
‘The Mandalorian and Grogu’ Returns Star Wars to Theaters

Star Wars returned to theaters at the top of the box-office charts after a seven-year absence, but it didn’t quite hit lightspeed. While hardly a flop, the movie will virtually match 2018’s “Solo: A Star Wars Story,” the least-successful film since Disney acquired George Lucas’s science-fiction franchise in 2012. Expectations for “The Mandalorian” were more muted given its lower budget and roots on the small screen.

Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside
24/7 Wall St.90d agoneutral
Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside

Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed back to $88.27 as of May 6. Our 24/7 Wall St. price target for Netflix is $338.63, implying 283.63% upside. The recommendation is buy at 90% confidence. ... Netflix Just Raised Guidance. The Market Sold It Off. We See 283% Upside