Q
QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

25,047 signal articles · 247 in last 24h · 119,456 total before filter · latest 31m ago
247last 24h
1515last 7d
253● bullish (7d)
158● bearish (7d)
205publishers
AllMacro290Earnings593M&A107Regulatory20Product13Analyst21
✕ clear all filtersticker: DISSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Benzinga12d agobearish
Warner Bros. Discovery Says Disney Bundle Is Delivering: ‘Proof Is in the Data’ as Churn Falls, Subscriber Growth Improves

Warner Bros. Discovery Inc. (NASDAQ:WBD) executives on Thursday said the streaming bundle with The Walt Disney Co. (NYSE:DIS) is generating measurable benefits, helping reduce customer cancellations. Disney Bundle Is Driving Better Streaming Metrics During Warner Bros. Discovery’s second-quarter earnings call, an analyst asked whether the company was seeing measurable benefits from the bundle, which combines Max, Disney+ and Hulu under a discounted subscription. Responding to the question, execu

Walt Disney Q3 Earnings Call Highlights
MarketBeat13d agoneutral
Walt Disney Q3 Earnings Call Highlights

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

Disney CEO Says Disney+ Is Evolving Into Much More Than a Streaming Service: 'We're Just Playing a Different Game'
Benzinga13d agoneutral
Disney CEO Says Disney+ Is Evolving Into Much More Than a Streaming Service: 'We're Just Playing a Different Game'

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

Disney Embraces Fan Content in Groundbreaking TikTok Deal
The Daily Upside13d agoneutral
Disney Embraces Fan Content in Groundbreaking TikTok Deal

In his first earnings report following a full quarter as CEO, Disney’s Josh D’Amaro got to claim some welcome wins for the House of Mouse: booming profits for its Experiences division, solid streaming growth and strong box office revenue, thanks to the blockbuster Toy Story 5. Separately, Disney announced a “first of its kind” content-sharing deal with TikTok, the company’s next move to find the cutting edge of culture after its ill-fated IP-licensing deal with OpenAI’s Sora video generator went kaput earlier this year. Sign up for The Daily Upside at no cost for premium analysis on all your favorite stocks. With subscriber growth topping out and churn on the rise, media giants are desperate to scale their advertising businesses (D’Amaro also hinted yesterday that Disney is building a Tubi and Roku Channel-esque FAST service).

Disney streaming is finally gaining 'traction': Analyst on Q3 earnings, growth
Yahoo Finance Video14d agoneutralVIDEO
Disney streaming is finally gaining 'traction': Analyst on Q3 earnings, growth

Disney (DIS) is maintaining post-earnings stock gains ahead of Wednesday's market close. The media giant topped earnings estimates for its fiscal third quarter, reporting theme parks and streaming services to be its biggest growth drivers. CFRA Research director of equity research Ken Leon reacts to Disney's latest earnings release.

How 'Toy Story 5's $1 billion haul powered Disney's earnings beat
Reuters Videos14d agobullishVIDEO
How 'Toy Story 5's $1 billion haul powered Disney's earnings beat

<body><p>STORY: :: Disney's sales and profit rise, boosted by the success of ‘Toy Story 5’</p><p>:: $1 Billion</p><p>"Toy story five was another monumental blockbuster for Disney."// "The movie has brought in more than $1 billion in box office this year. This lifts the franchise to total franchise value just in the box office alone to over $4 billion, which is what makes it a significant, franchise for Disney."</p><p>:: Dawn Chmielewski/Entertainment business correspondent</p><p>"And Disney is unique in the world of entertainment in that it can take characters and stories that are really resonating with audiences and find a way to, to, to monetize that fan affection in a variety of ways. Disney in its its quarterly earnings results, which were reported on on Wednesday morning, noted that the arrival of Toy Story five in theaters fueled interest in the earlier films, so there's been more than 2,000,000,000 hours worth of streaming on Disney Plus.&nbsp;It spurred toy sales through Disney's consumer products. Line. So consumer product sales were reached a high a five year high during the quarter. So that, too is spurred by Toy Story. And it also brought people to the theme parks and onto cruise ships where where kids have a chance to interact with Buzz and Woody and Jessie."//</p><p>:: Disney and TikTok have reached a short-form video-sharing deal</p><p>"Disney and TikTok announced a content sharing deal just before Disney reported its earnings early Wednesday morning. The deal is novel in this respect. Disney will allow TikTokers who are fans of Disney to begin using its its characters and video in their TikTok videos, which will be distributed not just on TikTok but also on Disney Plus, which has a new, a new category of, vertical video clips called verts."//</p><p>"So these TikTok videos, which will come to the service in the coming months, will be kind of a celebration of Disney's various, characters and stories."&nbsp;</p><p>CEO Josh D'Amaro, who took over in March, highlighted his strategy to invest in franchises like Toy Story to reach audiences outside the box office in a lengthy earnings letter to shareholders on Wednesday.</p><p>Separately, Disney and TikTok announced a deal on Wednesday that will allow TikTok creators to use characters and scenes from Disney movies and TV shows in short-form videos, the first agreement of its kind between the social media platform and a traditional media company.</p><p>The company reported revenue of $25.2 billion in the quarter, up 7% from last year, but shy of Wall Street's forecasts of $25.4 billion, according to analysts surveyed by LSEG.</p><p>Disney's per-share earnings rose 28% from a year ago to an adjusted $2.06, beating forecasts of $1.86 a share.</p></body>

Walt Disney (DIS) After Its Earnings Beat And Buyback Push, Why Fair Value Is In Focus
Simply Wall St.14d agobullish
Walt Disney (DIS) After Its Earnings Beat And Buyback Push, Why Fair Value Is In Focus

Walt Disney (DIS) is back in focus after fiscal third quarter earnings topped market expectations, with domestic theme parks, entertainment operations, a fresh TikTok partnership and a larger buyback plan drawing close investor attention. See our latest analysis for Walt Disney. At a share price of $98.18, Walt Disney has seen momentum fade this year, with the year to date share price return down 12.22% and the 1 year total shareholder return down 15.82%, despite earnings beats and moves...

How Disney's IP Strategy Is Driving Growth
Bloomberg14d agoneutralVIDEO
How Disney's IP Strategy Is Driving Growth

Disney's latest earnings beat was powered by more than just streaming. Phillips Securities analyst Helena Wang joins Bloomberg to explain why Disney's unique ability to monetize its intellectual property across movies, Disney+, theme parks, cruises and consumer products continues to set it apart, and why the company is now adapting that strategy for the TikTok era. She joins Ed Ludlow on "Bloomberg Tech."