The Walt Disney Company (DIS)
Disney Goes Dark on YouTube TV. Why the House of Mouse and Google Are Feuding.
Subscribers won't be able to watch ESPN or ABC after the two sides failed to agree a licensing deal.
Disney content to go dark on YouTubeTV amid contract dispute
YouTube TV and Disney failed to agree on terms ahead of the expiration of a distribution contract on Thursday. "This means you will no longer be able to watch channels like ABC and ESPN or access recordings from these networks in your Library," YouTube said in a statement.
Disney Channels Go Dark on YouTube TV
YouTube TV dropped ESPN, ABC and other channels after a new deal couldn't be reached.
Here's Why Walt Disney (DIS) is a Strong Value Stock
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YouTube TV Flexes Muscles Again in Showdown With Disney
The Google-owned pay-TV service has amassed considerable clout with its growing base of about 10 million subscribers. Its negotiations with Disney could test how much power it really holds.
3 Media Stocks to Watch From a Challenging Industry
Zacks Media Conglomerates industry players like DIS, PSKY and STRZ gain from the rising demand for high-speed Internet and increased media consumption.
Ex-Disney Executive Wants to Be Faster and More Frugal Than Hollywood Studios
Sean Bailey's new venture pursues Silicon Valley partnerships to speed up TV and movie making and reduce costs.
Moat Building And Margins: Valuing Disney As Iger Unlocks The Power Of A Unified App
DIS is pursuing a unified streaming bundle of Disney+, Hulu, and ESPN+ to create a competitive moat and boost retention. DIS has achieved direct-to-consumer profitability, is expanding ESPN's digital offerings, and continues to grow revenue and margins, supporting a bullish outlook. A reasonable forward P/E target of 21.8x and EPS estimate of $6.48 yield a price target of $141.26, implying nearly 28% upside.
Earnings Growth & Price Strength Make Walt Disney (DIS) a Stock to Watch
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Is Disney's Theme Park Push Laying the Foundation for Future Growth?
DIS' expanding global theme parks, immersive attractions and tech-driven experiences aim to power lasting growth in its Experiences segment.
Disney+ Cancellations: Swift Damage Control?
The Walt Disney Company's tactical leveraging of exclusive Taylor Swift content on Disney+ could offset recent subscriber churn and reinforce its streaming position. Box office performance remains volatile, but Disney's IP synergy and park experiences should continue to drive brand engagement and stabilize DIS revenues. Park pricing strategies are expected to stabilize Experience revenue through higher-ticket visitors despite possibly lower attendance.
Disney cancellations spiked after Jimmy Kimmel's suspension. Here's how many dropped subscriptions.
The number of people who canceled subscriptions to Walt Disney Co.'s DIS+1.30% streaming services doubled following the company's decision to take late-night host Jimmy Kimmel off the air last month in response to comments he made about the death of conservative activist Charlie Kirk.
