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Record Experiences revenue and 28% EPS growth highlight strong quarter execution.

Disney is beginning to look at starting up FAST channels. This comes against legacy media competitors Fox (with Tubi) and Paramount (Pluto TV), which have been in the business for a number of years.

The consolidated earnings-growth metric, that management once led with, no longer opens its remarks, and the businesses the replacement metrics measure move at very different speeds.

Netflix's business is outperforming its peers, yet its stock is trailing the pack. Is the market seeing a slowdown investors are missing, or is this a classic case of price lagging behind performance.

Disney (DIS) shares climbed after the company reported fiscal third-quarter results that beat Wall Street expectations. The numbers gave investors a reason to look past a rough year for the stock. The report landed on Aug. 5. By the next afternoon, shares had risen about 2.5% to $104.31, and the ...

While the market sees a mature streaming giant, a new growth engine is quietly spooling up inside the business. The company's push into cloud games is showing remarkable traction, with monthly players having increased 11x since last October. This adoption is already outpacing the company's earlier, successful push into mobile games.

Netflix has shed more than a third of its value in a year, yet analysts keep stacking up buy ratings with price targets that sit far above Wall Street consensus. The question is whether the sell-off exposed a genuine crack or handed patient investors a rare entry point into a cash machine with an ad business barely off the launch pad.

Market Doesn’t Value Content Alone Over the past few decades, the majority of media and entertainment companies were characterized by the strength and ability of their content libraries and growth in subscribers. This framework is now evolving as streaming continues to mature and advertising becomes more data-backed. As a result, investors are now focusing on […]

Disney looks like the value play with improving fundamentals, while Netflix remains the premium-priced choice for investors who want a cleaner, more predictable streaming growth story.

Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now.

Walt Disney (NYSE:DIS) plans to turn Disney+ into an integrated fan ecosystem by 2027, expanding beyond streaming into games, merchandise, interactive experiences, and social content. The company expects Disney+ to act as a central hub connecting digital and physical fan activity, aiming for deeper engagement and lower subscriber churn. Management is preparing to bring third-party services and partnerships, including TikTok, into the platform to broaden reach and create new engagement...

The movie industry is tracking a record summer at the theaters, trailing 2013’s record domestic ticket sales by just $770 million with more weeks left to catch up.

Walt Disney stock is coming off a mixed five year stretch, with the share price down about 40%, while current valuation checks now point to something closer to a fair price than a clear bargain. Over the past five years the stock has declined about 40.2%, which means long term holders have yet to see a sustained recovery in their entry price. The push to turn Disney+ into a broader fan ecosystem with more advertising and commerce can support higher long run cash flow, while execution risk...

Chipotle has posted several quarters of revenue growth, while Disney's larger sales base shifts with seasonal swings.

Streaming customers have seen their monthly bills go in one direction for years: up. But it seems Disney (DIS) is thinking quite differently now. In its latest earnings call, Disney CEO Josh D’Amaro said the company is exploring free streaming channels that could make some of its vast entertainment ...

Walt Disney Co. is preparing to expand beyond its traditional subscription model by exploring a free, ad-supported streaming offering to reach more viewers while strengthening Disney+ and its advertising business. Disney Explores Free Streaming Option To Expand Reach The comments...

Disney's Magic Kingdom starts a popular Halloween event this weekend. There could be more surprises next weekend.

The Walt Disney Company plans to evolve Disney+ from a video platform into an integrated fan ecosystem combining games, merchandise, and interactive experiences by spring 2027, as Chief Executive Officer Josh D’Amaro declared that the entertainment giant is “just playing...

The 2026 NFL season will be the most important in ESPN's history. For the first time ever, Disney-owned ESPN will broadcast a Super Bowl, in this case LXI on February 14, 2027, as part of the new broadcast contract the league signed with ABC, where the game will also be simulcast. The Super Bowl ...

Disney just posted its fifth straight earnings beat and sent streaming profits soaring, but the stock still sits nearly 10% in the red for the year. Our model puts a specific number on where shares go from here and why Wall Street's celebration may still be underselling the real opportunity.

Moby summary of Playtika Holding Corp.'s Q2 2026 earnings call

Walt Disney Company stock has underperformed the broader market over the past year, but analysts remain highly bullish about its prospects.

For Walt Disney shareholders, here is a way to get paid a meaningful income now, money you keep no matter what, in exchange for agreeing to sell your stock at a higher price if it gets there.

Investors are assessing Walt Disney (NYSE: DIS) latest results, which were mixed and most of the limelight went to the boost that came due to Toy Story 5. But one analyst is seeing trouble beneath the numbers. During a segment on CNBC’s Fast Money, Tom Rogers, CNBC cofounder and contributor, raised concerns about weak engagement […]

It's all part of the media giant's new streaming strategy.

Warner Bros. Discovery (WBD) reported a surprise second-quarter profit on Thursday amid double-digit

DIS' Q3 call highlights parks and streaming growth, reaffirms fiscal 2026 guidance and raises planned share repurchases to at least $9 billion.

(Corrects to remove detailed Microsoft information as story published July 31 included Q3 data.)

Walt Disney (NYSE:DIS) reported fiscal third-quarter results that management said exceeded its prior operating-income guidance, led by record performance at Disney Experiences and continued gains in streaming and sports. Chief Executive Officer Josh D’Amaro said total segment operating income increa

The Walt Disney Company (NYSE:DIS) plans to evolve Disney+ from a video platform into an integrated fan ecosystem combining games, merchandise, and interactive experiences by spring 2027, as Chief Executive Officer Josh D’Amaro declared that the entertainment giant is “just playing a different game” compared to streaming rivals. Transforming the Fan Experience Speaking during Disney’s fiscal third-quarter 2026 earnings call, D’Amaro outlined a vision to position Disney+ as the digital centerpiec