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Disney (DIS) Stock May Trade Near Fair Value On CTO Appointment
Simply Wall St.15h agoneutral
Disney (DIS) Stock May Trade Near Fair Value On CTO Appointment

Walt Disney has been reshaping its streaming and technology footprint, while the share price has lagged over several time frames. This puts the focus squarely on what the current valuation implies about its cash flows. With a Discounted Cash Flow (DCF) view available, the question now is whether the cash the business can generate over time lines up with where the stock trades today. Over the past 5 years, Walt Disney's share price has declined 39.8%, which puts pressure on the case that its...

Paramount Is Today’s Worst S&P 500 Stock on a Warning Against Mega-Merger
Barrons.com2d agoneutral
Paramount Is Today’s Worst S&P 500 Stock on a Warning Against Mega-Merger

Paramount Skydance and Warner Bros. Discovery long-awaited merger has been at a standstill. Barclays analysts led by Kannan Venkateshwar resumed coverage of both stocks, rating Warner Bros at Equal Weight with a $28 price target and Paramount at Underweight with a $8 price target. Venkateshwar said in a research note Thursday that while the proposed $110 billion merger could increase growth potential for the studios, it could introduce massive financial and operational risks that make the stock hard to value, and “a moving target.”

The Dealmaking 3: Genius Sports’ AI Liga MX Deal, Southern Miss Makes History, Paramount+ at Vegas
CorpGov.com2d agobearish
The Dealmaking 3: Genius Sports’ AI Liga MX Deal, Southern Miss Makes History, Paramount+ at Vegas

This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Genius Sports Limited (NYSE: GENI) and Grupo Televisa, S.A.B. (NYSE: TV) partnering for AI-powered graphics and new sponsorship to Liga MX broadcasts, Southern Miss making Mississippi college football history with a 10-year naming rights deal, and Paramount+ becoming the exclusive streaming and service […] The post The Dealmaking 3: Genius Sports’ AI Liga MX Deal, Southern Miss Makes History, Paramount+ at Vegas appea

Apple’s Biggest Win This Week Isn’t the New iPhone
Barrons.com2d agoneutral
Apple’s Biggest Win This Week Isn’t the New iPhone

It has been a successful first two weeks for Apple’s new CEO, John Ternus. First at the Emmys, where Apple TV dominated the trophy haul, and then in the battle for auto makers’ infotainment systems. Last Wednesday, Ternus graduated from his usual supporting role at Apple’s annual launch event to center stage.

Is Comcast Stock Cheap Or Just Shrinking?
Trefis3d agoneutral
Is Comcast Stock Cheap Or Just Shrinking?

Comcast (CMCSA) generated free cash over the past twelve months worth 20.1% of its market value. The median S&P 500 company manages 4.4%. Part of that gap is Comcast's debt. The rest means one of two things: the market has made a mistake, or the cash is about to get smaller. Comcast keeps losing broadband customers, and that is the market's answer.

Walt Disney (DIS) Begins Multiyear Global Wildlife Series On Disney+ And Hulu
Simply Wall St.4d agoneutral
Walt Disney (DIS) Begins Multiyear Global Wildlife Series On Disney+ And Hulu

Walt Disney (NYSE:DIS) is rolling out National Geographic's AFRICA EARTH'S WILD HOME franchise on Disney+ and Hulu as a new factual series launch. The project forms part of a multiyear National Geographic initiative to cover wildlife and ecosystems on each major continent. The franchise combines extensive fieldwork, exclusive wildlife footage such as the first wild black panther video, and CGI driven sequences. National Geographic and Rolex are partnering on AFRICA EARTH'S WILD HOME,...