Core Viewpoint - The Walt Disney Company is increasing the prices of its streaming services, including Disney+ and bundles with Hulu and ESPN, amidst recent controversies surrounding Jimmy Kimmel's late night show suspension [1][2][3] Pricing Changes - Starting from 21 October, the Disney+ and Hulu package will rise from $10.99 to $12.99, while the ad-free plan remains at $19.99 [2] - Plans that include Disney+, Hulu, and ESPN with ads will increase from $16.99 to $19.99 [2] - This marks the fourth consecutive year that Disney+ has raised its streaming prices since its launch in 2019 [6] Consumer Reactions - Consumers have reacted to the Kimmel controversy by canceling their subscriptions to Disney+ and its bundles [3] - A spokesperson for the company stated that the price increases were planned for months and not related to the Kimmel situation [3] Context of Kimmel's Suspension - Kimmel's suspension followed comments he made regarding the Make America Great Again movement in the wake of Charlie Kirk's death, which were deemed offensive [4][5] - Nexstar Media Group, which owns 28 ABC affiliates, pulled Kimmel's show due to the comments, leading Disney to suspend it as well [5] - The "cancel Disney+" campaign reportedly caused more subscriber churn than previous Netflix boycotts [5]

Boeing - Boeing has secured its largest single order to date, delivering 147,879 planes to Uzbekistan in a deal worth over $8 billion, which has positively impacted its stock price, increasing by more than $4 or nearly 2% [1][2] Energy Sector - The energy sector is experiencing price increases due to geopolitical tensions, particularly involving Russia and NATO countries, which could lead to higher crude oil prices [7] - Companies like Halliburton and Schlumberger are expected to benefit from increased demand for energy services as a result of these tensions [8] Disney - Disney is facing challenges with its late-night television segment, particularly with the Jimmy Kimmel show, which has seen a significant decline in market cap, losing approximately $8 billion since a controversial incident [11][14] - The show is losing affiliates, which could further impact Disney's revenue, and there are concerns about the future of the show and its financial implications [12][13] Nuclear Energy - The nuclear energy sector is gaining attention, particularly with small modular reactors (SMRs), which are expected to provide power for small cities and data centers, indicating a growing market for these technologies [16][17] - Stocks in the nuclear sector have seen significant price increases, with one stock rising from $94 to $142 in a short period, reflecting strong market interest [18]

ABC suspended him for saying that conservatives were trying to score “political points” off the assassination of Charlie Kirk and joking that Trump was mourning his death “like a 4-year-old mourns a goldfish.” Trump took his Truth Social page and wrote, “I can’t believe ABC Fake News gave Jimmy Kimmel his job back. The White House was told by ABC that his Show was cancelled”. “Something happened between then and now because his audience is GONE, and his ‘talent’ was never there. Why would they want someone ...

Group 1 - President Trump criticized ABC for reinstating Jimmy Kimmel's show, expressing disbelief that the network had reversed its earlier decision to cancel it [1][4] - The suspension of Kimmel's show was prompted by comments he made regarding the killing of conservative activist Charlie Kirk, which drew criticism from various political figures and Hollywood [2][5][10] - Disney faced backlash from both Hollywood and Washington after suspending Kimmel's show, leading to an open letter of support for Kimmel signed by over 400 artists [10][11] Group 2 - The Walt Disney Company stated that the suspension was a decision made to avoid inflaming a tense situation in the country, citing the ill-timed nature of Kimmel's comments [5][10] - Following discussions with Kimmel, Disney decided to bring the show back, indicating a shift in their approach after facing significant criticism [10] - The controversy also involved FCC Chairman Brendan Carr, who warned Disney about the implications of Kimmel's comments, leading to further political discourse surrounding the situation [11][12]

Core Viewpoint - Disney is increasing the prices of its streaming subscription packages starting October 21, with specific adjustments for various plans [1] Pricing Changes - The ad-supported Disney+ standalone plan will increase by $2 to $11.99 per month [1] - The ad-free Disney+ premium plan will rise by $3 to $18.99 per month, or by $30 to $189.99 annually [1] - The ad-supported Disney+ and Hulu bundle will see a $2 increase per month [1] - The bundle including Disney+, Hulu, and ESPN will increase by $3 per month [1] - The bundle that includes Disney+, Hulu, and HBOMax will also rise by $3 per month [1] - NFL+ subscription fees will remain unchanged [1] Context and Background - Disney previously hinted at price increases during its Q3 earnings call and expects a slight growth in Disney+ subscribers for Q4 [1] - The last price hike occurred in October 2024, with most packages increasing by $1 to $2 [1] - The price increase comes amid scrutiny over Disney's handling of "Jimmy Kimmel Live!" following controversial comments made by the host regarding a conservative activist's incident [1] - The show was temporarily suspended but has since resumed airing [1]

Core Viewpoint - "Jimmy Kimmel Live!" is set to return to air after a suspension due to controversial comments made by host Jimmy Kimmel regarding President Trump's MAGA movement, with significant public interest surrounding the show's return and Kimmel's upcoming monologue addressing the issue [2][5]. Group 1: Show Suspension and Return - The show was initially suspended "indefinitely" following Kimmel's comments about the MAGA movement in response to the killing of conservative activist Charlie Kirk [2]. - The return of the show is highly anticipated, with Kimmel's pre-taped monologue expected to be the first public address on the matter [2][4]. Group 2: Public Reaction and Protests - Outside the El Capitan Entertainment Centre, there were both protesters and supporters present, indicating a divided public opinion on Kimmel's return [2][3]. - A protestor expressed that Kimmel should remain off the air for a longer period to reflect on his comments, while a supporter emphasized the importance of free speech [3]. Group 3: Regulatory and Industry Implications - Kimmel's suspension coincided with statements from FCC Chair Brendan Carr, suggesting potential risks to ABC and its affiliates regarding broadcast licenses due to Kimmel's comments [4]. - Local station owners Nexstar Media Group and Sinclair planned to preempt the show's return, owning approximately 70 ABC affiliate stations [4]. Group 4: Broader Media Context - Kimmel, ABC, and Disney are facing increased scrutiny from Trump, particularly during his second term, which has been marked by defamation lawsuits and regulatory challenges from the FCC [5].

Core Insights - The Walt Disney Co. is facing criticism from both political sides, with Republicans and Democrats expressing discontent [2] - Disney has announced price increases for Disney+ streaming subscriptions, which may exacerbate existing tensions and subscriber concerns [3][4] - The price hikes for Disney+ will take effect on October 21, with the ad-supported plan increasing by $2 to $11.99 and the no-ads premium plan increasing by $3 to $18.99 [4] Political and Public Relations Context - The recent suspension and reinstatement of Jimmy Kimmel has drawn significant public attention, leading to backlash against Disney from high-profile celebrities [3][5] - Celebrities like Tatiana Maslany and Damon Lindelof have publicly criticized Disney, with calls to cancel subscriptions and threats of not collaborating with the company again [6] Financial Implications - Analysts believe that the boycott efforts against Disney may not have a long-term financial impact on the company [6] - The stock price of Walt Disney Co. remained stable, closing at $112.25, indicating no immediate adverse market reaction [6]

《综艺》评论称，以往深夜秀主持人在发布评论时通常会比较谨慎，然而近年来，政治笑话开始在社交 媒体上病毒式传播。与此同时，深夜秀的观众开始减少，越来越多的潜在观众选择在节目播出后通过社 交媒体观看切片片段。报道称，派拉蒙正在退出深夜秀业务，科尔伯特的《晚间秀》也即将停播。尽管 基梅尔"复工"后仍有时间享受舞台，但他目前与ABC的合同预计将于2026年结束，他本人也一直考虑在 不久的将来提出辞职。（唐牧茂） ABC在声明中解释说："我们之前决定暂停制作该节目，以避免在美国国内民众情绪激动时进一步加剧 紧张局势，因为我们认为一些评论不合时宜。在过去几天中，我们与吉米进行了深入对话，在此之后我 们决定恢复该节目的播出。" 复播后，基梅尔是否会在节目中道歉仍是未知数。此前，美国保守派活动人士查理·柯克在校园辩论中 被枪击身亡，基梅尔就此事件在节目中抨击美国总统特朗普和副总统万斯，这让美国保守派极为不满。 17日，基梅尔所在的ABC电视台发布节目停播声明。21日，包括汤姆·汉克斯在内的400名美国文艺界名 人签署联名信，谴责停播这一举措。 【环球时报综合报道】据美国《综艺》报道，迪士尼和美国广播公司（ABC）22日宣布， ...

For more on where Disney goes from here, we are joined by Le Lightshed Partners co-founder and analyst Rich Greenfield. Rich, great to have you with us. You're smiling.You heard what Laura said. I mean, I think the point here, literally the absurdity that comes out of her mouth, it just makes me laugh. I'm sorry, but like should Disney spin off.I think the point is that you want to escape the the purview of the FCC here. Sure. Look, and we've been arguing literally since Bob Chapik, even before Iger, that D ...

Core Viewpoint - The discussion centers around the potential for Disney to spin off ESPN and ABC, particularly in light of regulatory challenges and the changing landscape of broadcast television [2][3][4]. Group 1: Disney's Strategic Position - Disney is in a challenging position as it navigates the need to remain apolitical while filling its theme parks and cruise ships, which is crucial for its business [4]. - The recent NFL deal for ESPN may influence Disney's future decisions regarding the potential spin-off of ABC and ESPN, focusing on core businesses that drive growth [3][5]. Group 2: Broadcast Television Challenges - There is a fundamental issue with late-night television ratings, affecting not just individual shows but the entire broadcast landscape, as programming shifts away from traditional broadcast to cable and streaming platforms [7][10][17]. - The regulatory environment for broadcast television is more stringent compared to cable and streaming, leading to a potential increase in programming moving to less regulated platforms [9][12][13]. Group 3: Advertising and Reach Implications - The shift of programming from broadcast to streaming could result in a loss of reach, which is critical for advertisers, as broadcast television traditionally offers broader access to audiences [14][15]. - The value of companies like NextStar and Comcast may be impacted by the ongoing transition of content away from broadcast television, affecting their advertising revenue and overall valuation [16][18].