DIS' streaming gains and strategic initiatives show promise, but parks' softness warrants caution. Hold existing positions ahead of the fiscal fourth-quarter results.
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Besides Wall Street's top-and-bottom-line estimates for Disney (DIS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2025.
YouTube TV is driving a hard bargain with Disney, whose channels are off the service. Media analysts say YouTube TV has leverage since it's supported by Google.
DIS' streaming profitability and cruise expansion drive multi-year growth, but valuation discount signals caution ahead of Nov. 13 earnings.
Disney's ESPN and Penn Entertainment are bringing their sports betting partnership to a close years earlier than planned. The companies had partnered in 2023 to rebrand and relaunch Penn's sportsbook as ESPN Bet, marking the first time ESPN's brand was on a sports-betting platform.
The Walt Disney Company (DIS) is set to report fiscal fourth-quarter earnings next week. Key expectations and potential surprises for DIS will be analyzed ahead of the earnings release. Investors should focus on important metrics and developments in Disney's upcoming report.
Chris Ripley, CEO of TV station giant Sinclair, ripped Disney and YouTube TV's ongoing carriage fight for depriving audiences of local programming and running afoul of regulatory rules.
Disney channels, including ESPN and ABC, are not available on YouTube TV due to a deal dispute. The spat could be more painful for Disney than for YouTube's mammoth parent company.
ESPN, ABC and all the other Disney channels are still not available on YouTube TV as the two companies continue their contract fight.
Disney and YouTube TV are at odds over the value of channels like ESPN. Disney is appealing to YouTube TV subscribers by enlisting top ESPN personalities.