The Walt Disney Company (DIS)
Disney CFO On YouTube TV Carriage Fight – “We're Ready To Go As Long As They Want To”
“We're in the middle of negotiations right now. Things are live. They're happening.
Streaming drives the way for Walt Disney amid an otherwise mixed earnings report
The Walt Disney Co. had a difficult quarter with the fallout from pulling Jimmy Kimmel off the air, its fight with YouTube and switching gears with its betting partner at ESPN.
Disney Tops Streaming Expectations In Final Subscriber Report; Quarterly Results Otherwise Mixed
Disney's strong results in streaming, including a better-than-expected subscriber jump, helped offset a struggling film studio and sluggish ad sales in the company's fiscal fourth quarter. In the company's last quarter of reporting streaming subscribers, the company said the overall tally for Disney+ and Hulu hit 196 million. The gain of 12.
Here's what to expect when Disney reports earnings before the bell
Disney's streaming business — which consists of Disney+ and the ESPN direct-to-consumer app — will be in focus for investors when the company reports earnings on Thursday. This will mark the final quarter that Disney reports the number of paid streaming subscribers.
Disney Is Set to Report Earnings Thursday. Here's What You Need to Know
Walt Disney Co. is set to report its fiscal fourth-quarter earnings before the opening bell Thursday, with Wall Street analysts looking for growth from its streaming business and theme parks, as well as sports.
Disney losing $30M a week as YouTube TV blackout drags on, analysts say
Morgan Stanley estimates Disney loses $30 million weekly from YouTube TV blackout affecting ABC and ESPN channels, as the dispute nears the end of its second week.
Disney's fight with YouTube TV is tied for its longest blackout ever — and faces a big test on Thursday
Disney's fight with YouTube TV is on day 13, matching its longest carriage dispute in history. Standoffs between media companies and TV providers typically don't last long.
Disney: The Magic And The Drama Are About To Collide
The Walt Disney Company is poised for continued growth, driven by streaming, theatrical recovery, and strong theme park performance. DIS's streaming segment, especially Disney+ and the ESPN+ transformation, is a major growth engine, with subscriber and pricing gains fueling revenue. Despite some risks from competition and economic uncertainty, DIS's shares remain attractively valued for a high-quality, cash-generating business.
Does Disney Stock Have More Upside as Q4 Results Approach?
Investors are anxious to see if Disney's new prioritization of long-term growth over short-term cost savings is paying off.
Disney's blackout with YouTube TV sparks punishing $30M in weekly losses for Mouse House: analysts
The blackout has left ESPN, ABC and other Disney-owned channels unavailable to YouTube TV's estimated 10 million subscribers.
Why Walt Disney (DIS) is a Top Momentum Stock for the Long-Term
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The Price of a Standoff: Disney's Losses (Or Wins) from the YouTube TV Blackout
According to Morgan Stanley's analysts, Disney could be losing approximately $30 million per week during the YouTube TV blackout if the latter lasts for 14days.
