The Walt Disney Company (DIS)
Disney gave up a ton to land 3 more NFL games. It doesn't have much choice.
In TV, there's the NFL, and everything else. That's the takeaway from the new ESPN/NFL deal, which gives the league a 10% stake in Disney's sports channel.
Bazinet: Disney is the only legacy media firm with a real streaming chance
Jason Bazinet, Media Analyst at Citigroup, tells Worldwide Exchange Disney must streamline its apps and raise guidance to meet investor expectations amid pressure on theme parks and streaming.
Why Disney Was Willing to Relinquish a 10% Stake in ESPN to the NFL
The Walt Disney Co. (DIS) late Tuesday announced a non-binding agreement for ESPN to acquire NFL Network and other NFL media assets in exchange for a 10% equity stake in the sports giant.
Disney Sees Theme Park & Streaming Profit, Studio Red Ink In FYQ2 Amid Flurry Of ESPN News
Disney's theme parks, which had a few wobbly quarters, blew past Wall Street estimates as streaming profits advanced in the June quarter, vying with red ink at the film studio on tough comps with blockbuster Inside Out 2 the year before. Total revenue rose 2% for Disney's fiscal third quarter to $23.
Disney Looks to Higher Streaming, Parks Growth
The entertainment giant is counting on the two businesses to help it deal with cord-cutting and an up-and-down movie division.
ESPN takes control of NFL Network in blockbuster media shake-up
After years of collaboration, ESPN and the National Football League are deepening their relationship in a deal that could reshape how American football is watched, streamed and played online. The Walt Disney Co (NYSE:DIS, ETR:WDP) owned sports network is set to acquire NFL Network, along with a handful of key media assets, in exchange for a 10% stake in ESPN, according to a joint announcement after hours.
Disney reports earnings before the bell. Here's what to expect
Disney reports fiscal third-quarter earnings before the market opens on Wednesday. Wall Street analysts surveyed by LSEG expect earnings per share of $1.47 and revenue of $23.73 billion.
Disney earnings: Here's what to expect
CNBC's Julia Boorstin reports on what to watch ahead of Disney's earnings tomorrow.
Are Consumer Discretionary Stocks Lagging Disney (DIS) This Year?
Here is how Walt Disney (DIS) and OneSpaWorld (OSW) have performed compared to their sector so far this year.
The Walt Disney Company: Mickey's Magic
The Walt Disney Company is a short-term buy as a turnaround play, driven by theme park and cruise line expansion and improving fundamentals. Despite recent struggles, Disney's brand strength and investments in intellectual property position it for potential near-term outperformance. Margins and ROIC remain below pre-pandemic levels, but trends are improving; continued cost control and revenue growth are crucial.
Amidst Exaggerated Movie Woes, Is Disney Preparing To Sell ESPN?
Disney's Q2 earnings will be solid, but the focus is on its movie business recovery and the upcoming ESPN streaming launch. Marvel's recent films continue to underperform, with only modest hope for Fantastic Four; Avatar and Zootopia 2 remain bright spots. ESPN's streaming launch faces profitability challenges, and bundling with Disney+/Hulu may dilute revenue rather than boost it.
Disney Stock Before Q3 Earnings: Buy Now or Wait for Results?
DIS presents a compelling buy opportunity ahead of fiscal Q3 earnings. Streaming profits, Abu Dhabi expansion, and robust momentum create very exceptional upside.
