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Netflix (NFLX) will report its second quarter earnings results on Thursday after the closing bell. Globalt Investments senior portfolio manager Thomas Martin and Sevens Report Research founder Tom Essaye chat with Yahoo Finance Executive Editor Brian Sozzi about why Netflix isn't a compelling buy in the media/entertainment space.
Trading near its 52-week low, Netflix stock has struggled to gain momentum ahead of its Q2 report on Thursday, July 16.
Netflix is facing a host of challenges as it prepares to report its second-quarter results late Thursday.
Netflix's streaming dominance faces off against Disney's unmatched entertainment empire.
Analysts argue licensing Disney's content library could unlock value while maintaining an overweight rating despite a lower price target.
TTD is riding connected TV momentum as advertisers embrace data-driven campaigns, with premium publishers and AI helping expand its long-term growth opportunity.
In recent days, Walt Disney’s live-action remake of “Moana” topped the domestic box office but opened below earlier expectations, intensifying scrutiny of its financial impact given sizable production and marketing costs. At the same time, Wall Street debate has sharpened over whether Disney should exit direct-to-consumer streaming and refocus on content creation and licensing, highlighting shifting views on how best to leverage its intellectual property. Against this backdrop, we’ll examine...
Disney, Sphere, Lionsgate, Align and Reservoir have been highlighted in this Industry Outlook article.
Carr expressed his views on the Paramount-Warner Bros. Discovery merger, antitrust concerns and Disney’s DEI-related investigations.
Industry analysts are publicly questioning Walt Disney's core business model, focusing on its balance between streaming and content licensing. Wells Fargo and others are discussing a possible shift away from direct streaming distribution toward content creation and licensing. Benchmark is calling out ESPN's changing role as both a key opportunity and a potential source of risk for the company. For investors watching NYSE:DIS, this debate comes at a time when the stock is trading around...
Led by California, the states argue the deal is anticompetitive, would harm theaters and lead to price increases for TV bundles.
A new CEO could be just what the streaming TV specialist needs.
It topped the domestic box office this weekend, but ticket sales fell short of the original Disney princess movie by the same name.
By Jody Godoy and Dawn Chmielewski NEW YORK/LOS ANGELES, July 13 (Reuters) - California and 11 states sued to block Paramount's $110 billion acquisition of Warner Bros.
The firm states that Disney would unlock more value by focusing on content creation instead of competing in the streaming wars.
State attorneys general from a dozen states including California, New York and Washington filed a lawsuit to block Paramount Skydance's $110 billion takeover of Warner Bros. Discovery.
FuboTV (NYSE: FUBO) shares climbed about 11% after the company appointed former Disney+ president Alisa Bowen as its new chief executive officer, replacing co-founder David Gandler. The company announced that Bowen assumed the role on July 10, bringing nearly three decades of experience...
Disney's (DIS) live-action remake of Moana underwhelmed at the box office during its opening weekend, bringing in only $95 million. Yahoo Finance Senior Business Reporter Ines Ferré and AInvest managing editor Adam Shapiro sit down with Morning Brief host to discuss.
By Jody Godoy July 13 (Reuters) - California and 11 states are suing to block Paramount's $110 billion acquisition of Warner Bros.
Zacks Media Conglomerates industry players like DIS, SPHR, LION and RSVR gain from the rising demand for high-speed Internet and increased media consumption.
Sen. Bernie Sanders (I-Vt.) criticized the President Donald Trump administration’s reported threats against ABC’s broadcast licenses over The View, warning that targeting media outlets for criticism would threaten democratic values and press freedom. Sanders Defends ABC Amid Trump License Threats...
Investing.com -- Benchmark initiated coverage of Walt Disney with a Buy rating and a $115 price target, arguing the entertainment giant is evolving beyond its legacy media roots into a diversified consumer engagement platform powered by its theme parks, streaming services and sports assets.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.
Analyst Calls for Strategic ShiftWells Fargo has outlined an unconventional strategy for The Walt Disney Company (NYSE:DIS), arguing that the media giant could significantly increase shareholder value by moving away from its direct-to-consumer streaming business and refocusing on content creation and licensing. In a research note, analyst Steven Cahall suggested that stepping back from operating Disney+ and returning to a wholesale licensing model could improve earnings quality and simplify the
(Bloomberg) -- Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Bot
Investing.com -- In a bold research note that has sent shockwaves through the media landscape, Wells Fargo analyst Steven Cahall laid out a radical, counter-cultural thesis for the future of The Walt Disney Company. Rather than doubling down on the fiercely competitive "engagement wars" against tech titans like Netflix and YouTube, Cahall suggests Disney should completely exit the direct-to-consumer (DTC) streaming market and return to its historical, highly lucrative roots: content production a
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