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

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Kraft Heinz Strikes Deal With Disney to Supply Resorts and Tap Characters
The Wall Street Journal29d agoneutral
Kraft Heinz Strikes Deal With Disney to Supply Resorts and Tap Characters

Mickey Mouse, meet Kraft Mac & Cheese. Kraft Heinz and Disney struck a deal that gives the food conglomerate a foothold in one of America’s most enduring entertainment empires. Under the multiyear partnership, Disney will serve Kraft Heinz products at its properties throughout North America, and Kraft Heinz will be able to use Disney’s characters on some goods in stores.

Bloomberg29d agoneutral
Paramount-Warner Deal at Risk of Delays That Would Cost Billions

(Bloomberg) -- Paramount Skydance Corp. was on the brink of closing its blockbuster $110 billion takeover of Warner Bros. Discovery Inc. Now the companies are facing a legal hurdle that risks putting the deal on hold for months at a cost that could quickly climb to billions of dollars. Most Read from BloombergSaudi-Led Coalition in Yemen Vows to Protect Ships From HouthisUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s K

Disney streaming margins and parks business in focus ahead of earnings
Proactive29d agoneutral
Disney streaming margins and parks business in focus ahead of earnings

Walt Disney Co (NYSE:DIS, XETRA:WDP) is scheduled to report fiscal third quarter results on August 5, with UBS analysts expecting accelerating earnings growth as first-half headwinds ease and forecasting the company will maintain its fiscal 2026 guidance. UBS expects Disney to report fiscal...

Bloomberg33d agoneutral
Circle Gets Street-Low Target as Stablecoin Competition Heats Up

(Bloomberg) -- Circle Internet Group Inc. shares have lost more than three-quarters of their value from the highs seen just after their initial public offering last year and as more stablecoins come to market, one analyst is warning it could get worse.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian T

"Lacks excitement": Netflix tumbles 9% as weak earnings forecast deepens doubts over growth
Reuters33d 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.

Universal Studios gives up on controversial ride
TheStreet33d agoneutral
Universal Studios gives up on controversial ride

When Universal Studios or Walt Disney bases a ride on popular intellectual property, they run the risk of not meeting the expectations of that property's hardcore fanbase. That's something Disney largely escaped with its Star Wars: Galaxy Edge lands. The company intentionally created a new setting ...

Bloomberg37d agobullish
Disney Exiting Streaming Could Spur 40% Rally, Wells Fargo Says

(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

Disney (DIS) Stock Looks Cheap On Earnings And Cash Flow
Simply Wall St.40d agoneutral
Disney (DIS) Stock Looks Cheap On Earnings And Cash Flow

Walt Disney stock has had a tough run over the past few years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market multiple checks currently point to the shares trading at a discount to those fundamentals. Walt Disney shareholders have seen the stock decline 46.1% over the past 5 years, which sets expectations low even as current valuation tools suggest more value in the business than the share price reflects. Heavy capital spending on parks and streaming can...

FuboTV names Disney's Bowen CEO, removes veteran Gandler
Reuters40d agoneutral
FuboTV names Disney's Bowen CEO, removes veteran Gandler

Streaming firm FuboTV on Thursday named Disney executive Alisa Bowen as CEO ‌effective July 10, while removing company veteran David ‌Gandler as top boss. Bowen, 53, joins FuboTV from Walt Disney, ​where she served as president of the media giant's streaming platform Disney+ since September 2022. Her career also includes leadership positions at News Corp Australia, Dow Jones ‌and Thomson Reuters.

Netflix Is Exploring Live TV and Bundles as It Struggles to Keep Viewers Hooked
The Wall Street Journal40d agoneutral
Netflix Is Exploring Live TV and Bundles as It Struggles to Keep Viewers Hooked

Top Netflix executives who gathered for its annual business review this spring had a lot to be cheerful about. At the time, it was a small part of a conversation about the company’s goals, but it has since become a frequent topic of discussion at meetings, people familiar with the matter said. Engagement, which measures how long people spend watching content and how frequently they finish a movie or series, is the holy grail in modern Hollywood.

Netflix joins Disney and YouTube in chasing World Cup
TheStreet40d agoneutral
Netflix joins Disney and YouTube in chasing World Cup

Live sports are the last thing on American television that everyone still watches at the same moment. Scripted hits get binged alone. Award shows shed viewers every year. But when the national team plays a knockout match in July, tens of millions of people show up at once, and advertisers pay ...

Disney World closing one of Epcot's most iconic restaurants
TheStreet43d agoneutral
Disney World closing one of Epcot's most iconic restaurants

Walt Disney World visitors planning a trip to Epcot later this year will soon lose access to one of the park's most iconic dining experiences. The restaurant is unlike any other at Disney World, allowing guests to dine beside a massive living coral reef aquarium through floor-to-ceiling windows ...