work. Needam's Laura Martin says Disney should consider simoc casting ABC's broadcast content on less regulated platforms like Hulu instead. She says that would help generate faster revenue growth for Disney and unlock more shareholder value.She has a buy rating on the stock and a $125 price target. And she joins us now. Uh welcome, Laura.It's good to have you make your case here. Not every day a company, you know, kind of shuts down a a business that still is producing cash flow, has a big audience. So why ...

work. Needam's Laura Martin says Disney should consider simoc casting ABC's broadcast content on less regulated platforms like Hulu instead. She says that would help generate faster revenue growth for Disney and unlock more shareholder value.She has a buy rating on the stock and a $125 price target. And she joins us now. Uh welcome, Laura.It's good to have you make your case here. Not every day a company, you know, kind of shuts down a a business that still is producing cash flow, has a big audience. So why ...

Core Insights - Disney is increasing subscription prices for Disney+ and Hulu starting October 21, with various standalone plans and bundles seeing price hikes [1][2][3] Pricing Changes - The Disney+ standalone plan with ads will rise by $2 to $11.99 per month, while the no-ads Disney+ Premium plan will increase by $3 to $18.99 per month. The annual Premium plan will see a $30 increase to $189.99 [1] - Hulu's standalone plan with ads will increase from $9.99 to $11.99 per month, while the no-ads premium version remains at $18.99 [2] - ESPN Select's price will increase from $11.99 to $12.99 per month [2] - The Disney+ and Hulu with ads bundle will increase by $2 to $12.99, and the bundle including Disney+, Hulu, and ESPN Select will rise by $3 to $19.99 [3] Historical Context - Disney+ launched in 2019 with a subscription price of $6.99 per month and has gradually increased prices over time, with the last hike occurring in October 2024 [4]

Core Points - Disney's decision to reinstate Jimmy Kimmel's show has not significantly improved CEO Bob Iger's reputation, as the situation remains contentious and unresolved [1][2][3] - The reinstatement has led to mixed reactions, with some ABC affiliates opting to air alternative programming instead of Kimmel's show, indicating ongoing tensions within the network [2][3] - Iger's legacy is at stake, as the outcome of the Kimmel saga could define how he is remembered as a leader, balancing corporate interests with public sentiment [3][4][5] Company Actions - Disney's reinstatement of Kimmel was partly a response to backlash from the creative community and potential boycotts, highlighting the company's struggle to maintain its core values while addressing shareholder concerns [12][18] - The decision to suspend Kimmel initially raised questions about Disney's commitment to free speech and its willingness to stand against external pressures, particularly from the FCC [14][15] - The reinstatement of Kimmel is seen as a move to mitigate reputational damage, even if it results in lost advertising revenue due to affiliate decisions [18] Industry Context - The entertainment industry is increasingly polarized, with Disney becoming a focal point in cultural debates, particularly regarding its representation of diverse characters and themes [21] - Iger's leadership has been characterized by a commitment to the creator class, but the Kimmel situation has complicated his efforts to navigate the current cultural landscape [19][20] - The ongoing conflict between corporate profitability and public perception poses challenges for Disney, as it seeks to balance shareholder interests with the expectations of its creative talent [6][12]

Some Disney subscribers may see the price of their streaming plans increase next month. The media giant said it plans to raise the price of select Disney+ subscriptions, including the entry-level plan, by $2 to $3 starting October 21. The change is also set to impact bundle deals with other streamers like ESPN, Hulu, and more. ...

Disney is hiking the cost of its Disney+ streaming service without advertising by $3 to $19 a month https://t.co/fup4VQzpDs ...

The decision to pull Kimmel off the air sparked calls for a boycott from his supporters, and the move to bring him back has angered conservatives, putting Disney in an unwinnable position. ...

Group 1: Ford Motor Company - Ford is expanding a recall for approximately 4,632 2020 model year Expedition and Lincoln Navigator SUVs due to a risk of electrical shorts in the battery junction box's printed circuit board, which could lead to underhood fires [2][7] - The company has reported two underhood fires related to this issue but has not issued instructions to stop driving the vehicles and is unaware of any accidents in the 2021 model year vehicles [2][7] Group 2: Disney - Disney is set to increase prices for its Disney+ streaming service in October, with the ad-supported plan rising by $2 to $11.99 per month and the premium ad-free option increasing by $3 to $18.99 per month [3][7] - This price adjustment reflects ongoing "streamflation" in the digital entertainment sector, with some ad-free plans nearly tripling in price since the service's launch in 2020 [3][7] Group 3: Federal Reserve - Federal Reserve Chair Jerome Powell provided a cautious outlook on the U.S. economy, stating that the Fed's interest-rate stance remains "still modestly restrictive" despite a recent rate cut [4][7] - Powell noted that the overall U.S. hiring rate is at its lowest level in history, with companies cutting back on hiring to observe the effects of current policies [4][7] Group 4: Eli Lilly and Company - Eli Lilly announced a significant investment of $6.5 billion to build a new manufacturing facility in Houston, Texas, focusing on producing active pharmaceutical ingredients for small molecule synthetic medicines [6][7] - The project is expected to create 615 new high-wage jobs and 4,000 construction jobs [6][7] Group 5: International Developments - Intense talks are underway regarding Iran's nuclear program, with Iran's Supreme Leader stating that the nation will not accept zero uranium enrichment [5][7] - The European Union plans to stop buying Russian oil by the end of the year, with a new sanctions package including a ban on Russian LNG imports by January 2027 and a lowered price cap on Russian oil to $47.6 per barrel [5][7]

We recently published 12 Hot, Cold & Stable Stocks Jim Cramer Recently Discussed. The Walt Disney Company (NYSE:DIS) is one of the stocks Jim Cramer recently discussed. The Walt Disney Company (NYSE:DIS) is a frequent feature of Cramer’s morning show. The firm’s shares have gained 2% year-to-date, and in his previous appearances, Cramer has discussed its streaming business and CEO Bob Iger. Cramer has also praised The Walt Disney Company (NYSE:DIS)’s CEO, Hugh Johnston, and added that the firm stands to b ...

Core Viewpoint - Sinclair Broadcast Group has decided to preempt "Jimmy Kimmel Live!" across its ABC affiliate stations, replacing it with news programming, affecting numerous key markets [1][4][5] Group 1: Sinclair Broadcast Group's Decision - Sinclair will not air "Jimmy Kimmel Live!" starting Tuesday night, replacing it with news programming across its ABC affiliates [1][4] - The decision impacts major ABC affiliates in cities such as Washington, DC; Seattle; St. Louis; Portland; and Rochester [4][5] - Sinclair controls over 180 stations nationwide, with 41 affiliated with Disney-owned ABC, making it the largest owner of ABC affiliates [5][9] Group 2: Kimmel's Suspension and Controversy - Kimmel was suspended by Disney after making remarks linking conservative activist Charlie Kirk's accused killer to the "MAGA gang," which led to protests and calls for a boycott of Disney [5][9][10] - Disney stated the suspension was to avoid further inflaming a tense situation, labeling Kimmel's comments as "ill-timed and thus insensitive" [7][9] - Sinclair has demanded Kimmel issue a direct apology to the Kirk family and donate to Turning Point USA, a conservative group co-founded by Kirk [8][10] Group 3: Ongoing Discussions and Potential Impact - Discussions between Sinclair and ABC regarding Kimmel's potential return are ongoing [2] - Nexstar, which operates 32 ABC affiliates, has not yet decided whether to follow Sinclair's lead, representing nearly a quarter of ABC's household reach [11]