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fuboTV Q2 Earnings Call Highlights
MarketBeat101d agoneutral
fuboTV Q2 Earnings Call Highlights

fuboTV (NYSE:FUBO) reported what executives described as its strongest second quarter on an adjusted EBITDA basis, as the company completed its first full quarter following its business combination with Hulu + Live TV and outlined plans to use broader packaging, advertising integration and product t

IMAX Has a Front-Row Seat to the Box Office Recovery
The Wall Street Journal101d agoneutral
IMAX Has a Front-Row Seat to the Box Office Recovery

IMAX doesn’t make movies itself, but the two companies will be going head-to-head in a way when Disney releases its next Avengers title late this year. The fifth installment of the megapopular subfranchise of Disney’s Marvel universe was moved out of a summer launch to Dec. 18. Disney’s solution is Infinity Vision, which is a certification program for other premium large-format screens that aren’t part of the IMAX system.

Five Below Bets On Viral Brands Technology And Ex Party City Stores
Simply Wall St.102d agoneutral
Five Below Bets On Viral Brands Technology And Ex Party City Stores

Five Below (NasdaqGS:FIVE) has launched two influencer-driven product lines, the Love Island Golden Spray Tan Collection and a Disney-themed vacation essentials range, at low price points. Both lines are gaining traction on social media, highlighting customer interest in branded, trend-focused merchandise. The company is also renovating former Party City locations as part of its store expansion efforts. Five Below has received external recognition for its use of retail technology, including...

Walt Disney Q2 Earnings Call Highlights
MarketBeat102d agoneutral
Walt Disney Q2 Earnings Call Highlights

Walt Disney (NYSE:DIS) executives said the company outperformed its fiscal second-quarter guidance, citing stronger-than-expected revenue growth and continued progress in streaming, parks, sports and technology initiatives. On his first earnings call as chief executive officer, Josh D'Amaro said Di

Playtika Q1 Earnings Call Highlights
MarketBeat103d agoneutral
Playtika Q1 Earnings Call Highlights

Playtika (NASDAQ:PLTK) reported a stronger-than-expected start to 2026, driven by rapid growth at its SuperPlay studio, record direct-to-consumer revenue and improving stability in parts of its legacy portfolio, executives said on the company’s first-quarter earnings call. The mobile gaming company

As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started
24/7 Wall St.103d agobullish
As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started

The most revealing data point from Wednesday’s earnings doubleheader came down to word choice. On May 6, Uber’s CEO said “local” five times and Disney’s CEO said “domestic” 12 times on their respective calls. That linguistic tilt, flagged by the hosts of The Best One Yet, captures a macro shift already showing up in consumer ... As Jet Fuel Spikes 100%, 2 Mega-Cap CEOs Reveal the Staycation Trade Has Already Started

Nexstar Media Group Q1 Earnings Call Highlights
MarketBeat103d agoneutral
Nexstar Media Group Q1 Earnings Call Highlights

Nexstar Media Group (NASDAQ:NXST) reported first-quarter 2026 results that included 13 days of financial contribution from its newly acquired TEGNA assets, while management also detailed the unusual post-close legal and operational constraints now surrounding the transaction. TEGNA acquisition clos

Netflix (NFLX) Is Down 5.7% After Cautious Q2 Guide And $25 Billion Buyback Plan - Has The Bull Case Changed?
Simply Wall St.103d agobullish
Netflix (NFLX) Is Down 5.7% After Cautious Q2 Guide And $25 Billion Buyback Plan - Has The Bull Case Changed?

In recent days, Netflix reported Q1 results that beat expectations but were accompanied by softer Q2 guidance, while also authorizing a US$25.00 billion share repurchase plan and preparing for co‑founder Reed Hastings to leave the board in June. These moves highlight Netflix’s shift from subscriber-led expansion to monetizing a large user base through advertising, pricing power, and capital returns at a time when rivals like Disney are showing strong streaming profitability. Next, we’ll...

Bath & Body Works Taps Star Wars Tie In To Reignite Investor Interest
Simply Wall St.104d agoneutral
Bath & Body Works Taps Star Wars Tie In To Reignite Investor Interest

Bath & Body Works (NYSE:BBWI) has launched its first Star Wars: The Mandalorian and Grogu collection through a new partnership with Disney. The limited edition line introduces exclusive fragrances and collectible products timed to the franchise's theatrical release. The collaboration targets both loyal Bath & Body Works shoppers and Star Wars fans, aiming to increase in store and online engagement. For investors watching NYSE:BBWI, this collaboration arrives after a challenging share price...

Disney parks send strong message on U.S. consumers
TheStreet104d agoneutral
Disney parks send strong message on U.S. consumers

Theme parks have always been a strange place to look for an economic forecast. But for years, what American families decide to do with their summer vacation dollars has told a clearer story about the U.S. economy than most data points coming out of Washington. When that vacation money keeps ...

Disney Just Got a Wall Street Pile-On: Three Firms Hike Price Targets After Q2 Crusher
24/7 Wall St.104d agoneutral
Disney Just Got a Wall Street Pile-On: Three Firms Hike Price Targets After Q2 Crusher

Walt Disney (NYSE:DIS) is on the receiving end of a Wall Street pile-on. Three firms raised price targets on Disney stock on May 7, each maintaining bullish ratings after the company’s fiscal Q2 2026 earnings beat. The multi-segment recovery thesis is gaining traction across the analyst community. The catalyst was a clean quarter. Disney delivered ... Disney Just Got a Wall Street Pile-On: Three Firms Hike Price Targets After Q2 Crusher

Disney earnings show consumers are 'full systems go,' says CIO
Reuters Videos105d agoneutralVIDEO
Disney earnings show consumers are 'full systems go,' says CIO

<body><p>STORY: Disney reported adjusted earnings-per-share of $1.57 and revenue of $25.2 billion ​for January through March. Analysts, on average, had expected adjusted EPS of $1.49 and revenue of $24.78 billion, according to LSEG.</p><p>"All three aspects of their business did extraordinary," said Weinand, referring to streaming, theme parks and merchandise.&nbsp;</p><p>"I don't know the last time you've been to a theme park, but it's $300 to get in the door, and it's about $1,000 per person by the time you've left," he said. "Add that to almost every single streaming service is increasing their subscription prices, and people are paying it."&nbsp;</p><p>While most of those consumers are in middle- or upper-income brackets, Weinand said lower-middle class&nbsp; consumers are also spending, but at "entry-level consumer goods stores."</p><p>"That's kind of why I still like a Ross Stores or a TJ Maxx," he said, noting that shares of Ross Stores are "up about 26% this year."</p></body>