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Disney Selling 50% A+E Stake To Hearst For More Than $1B
MediaPost5d agobearish
Disney Selling 50% A+E Stake To Hearst For More Than $1B

The midsized cable TV network group, including A&E Network, History Channel, Lifetime, Vice TV and others, would now be 100% owned by Hearst. The deal is expected to be finalized at the same time as Disney's quarterly earnings release on August 5.

How Pixar Cuts and Park Investments At Walt Disney (DIS) Have Changed Its Investment Story
Simply Wall St.5d agobearish
How Pixar Cuts and Park Investments At Walt Disney (DIS) Have Changed Its Investment Story

Walt Disney’s ongoing restructuring continued as Pixar Animation Studios cut 108 positions and the refreshed Pandora jewelry shop reopened in Disneyland Resort’s Downtown Disney District with an updated exterior and a new Disney princess mural. Together, these moves highlight Disney’s push to streamline its entertainment operations while still investing in guest-facing retail experiences at its parks. Next, we’ll examine how Disney’s Pixar workforce reductions, alongside expectations for...

Toy Story maker hit by another round of Disney cuts
TheStreet6d agobearish
Toy Story maker hit by another round of Disney cuts

Most of us know Pixar as the animation studio behind some of our childhood favorites. Since releasing “Toy Story” in 1995, the studio has built major franchises around “The Incredibles,” “Finding Nemo,” “Cars,” “Inside Out,” and other films that have generated billions of dollars in box-office ...

Disney (DIS) Expands Kraft Heinz Ties As NFL Network Deal Triggers Job Cuts
Simply Wall St.14d agobearish
Disney (DIS) Expands Kraft Heinz Ties As NFL Network Deal Triggers Job Cuts

Walt Disney (NYSE:DIS) has entered a multi-year alliance with Kraft Heinz that links food offerings with Disney media, parks, resorts, cruise lines, and consumer products. At the same time, Disney is planning significant job cuts following its acquisition of NFL Network, affecting ESPN and other units including National Geographic and Pixar. These moves signal a broad reshaping of how Disney monetizes its brands and manages costs across content and experiences. For investors watching Walt...

Ross Gerber Renews Call For Disney Shake-Up After Stock Trails S&P 500 For 11 Years: 'Break Up The Mouse House Or Sell It'
Benzinga14d agobearish
Ross Gerber Renews Call For Disney Shake-Up After Stock Trails S&P 500 For 11 Years: 'Break Up The Mouse House Or Sell It'

Investor Ross Gerber renewed his call for a major shake-up at The Walt Disney Co. (NYSE:DIS) on Tuesday, saying shareholders have “suffered too long” as the stock significantly lagged the S&P 500 over the past 11 years. Gerber Says Disney Should Be Broken Up Responding to a post on X by Creative Planning‘s Charlie Bilello showing Disney lost 10.93% over the past 11 years while the State Street SPDR S&P 500 ETF Trust (NYSE:SPY) gained 320.1%, Gerber said “It’s time for real change at Disney.” Ger

"Lacks excitement": Netflix tumbles 9% as weak earnings forecast deepens doubts over growth
Reuters19d agobearish
"Lacks excitement": Netflix tumbles 9% as weak earnings forecast deepens doubts over growth

Netflix's shares tumbled 9.2% before the bell on Friday following another weaker-than-expected earnings forecast from the streaming ‌major, deepening doubts about its ability to sustain growth ‌momentum. While the company has gone beyond its traditional subscription-driven model, relying on advertising, live ​content and price hikes to boost revenue per user, it has been locked in a battle for user attention with traditional media such as Walt Disney and social media such as YouTube. "The story lacks excitement," said Jeffrey Wlodarczak, analyst at Pivotal Research ⁠Group.

Disney (DIS) Faces FCC Review Of ABC Licenses And The View Probe
Simply Wall St.31d agobearish
Disney (DIS) Faces FCC Review Of ABC Licenses And The View Probe

The Federal Communications Commission has begun reviewing the broadcast licenses of eight ABC stations owned by Walt Disney (NYSE:DIS). The regulator is also investigating ABC program "The View" for potential violations of federal equal-time rules for political coverage. The review focuses on whether the show’s treatment of political candidates provided imbalanced on-air exposure. This inquiry adds a regulatory angle to Disney’s traditional broadcast operations alongside its streaming and...

Disney (DIS) Stock After Five-Year Slump Is The Current Valuation Opportunity Enough?
Simply Wall St.41d agobearish
Disney (DIS) Stock After Five-Year Slump Is The Current Valuation Opportunity Enough?

If you are wondering whether Walt Disney stock at around US$101 still lines up with its long term story, the key question is how its current price compares with a grounded view of fair value. The share price has inched up about 0.3% over the last week, yet it is still down about 1.8% over the past month, 9.6% year to date and 14.8% over the past year, with a 5 year return that is lower by 41.1% even after a 16.5% gain over three years. Recent headlines around Walt Disney have focused on the...

These 3 Underperforming Dow Stocks Have 3 Things in Common but Wall Street Remains Bullish
24/7 Wall St.58d agobearish
These 3 Underperforming Dow Stocks Have 3 Things in Common but Wall Street Remains Bullish

Three of the Dow’s worst performers this year share more than just a red ticker. American Express (NYSE: AXP) trades at $310.66 versus a Wall Street target of $361.57. Nike (NYSE: NKE) trades at $42.98 against a consensus target of $60.49. Walt Disney (NYSE: DIS) changes hands at $99.71 with analysts modeling $129.67. The implied upside ... These 3 Underperforming Dow Stocks Have 3 Things in Common but Wall Street Remains Bullish