But a set of new deals between the NFL and Disney's ESPN just underscores the enormous value pro football has for TV companies. The transactions, announced Tuesday night, involve rights for various NFL assets — among them, ownership of the league's NFL Network, as well as access to its RedZone live highlight show. In return, the NFL will get a 10% stake in ESPN itself, valued at an estimated $3 billion, as well as new license fees. But the most valuable thing the NFL's media arm owns is the right to show se ...

How much does this story play into how you view the results coming out of Disney and what they should be saying about their future prospects and forecast. >> Yeah, I I don't I don't think it's the most meaningful piece of the puzzle. I I I think the the conversations probably two years ago that Disney was having were really trying to get the leagues to take equity stakes to sort of cement ESPN across a wide array of leagues to make ESPN sort of the de facto streaming destination for sports.That didn't happe ...

迪士尼第三财季财报显示，公司Q3营收同比增长2%。主题乐园业务表现强劲，流媒体首次实现可观盈利3.46亿美元，并上调全年预期。然而，传统电 视和电影业务持续下滑，电影业务甚至出现2100万美元的亏损。 8月6日，迪士尼公布Q3财报： | | | | Quarter Ended | | | | | Nine Months Ended | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | June 28, | | | June 29, | | | June 28, | | June 29, | | | ($ in millions, except per share amounts) | 2025 | | | 2024 | Change | | 2025 | | 2024 | Change | | Revenues | $ 23,650 | | રે | 23,155 | 2 % | ટે | 71,961 | ഗ | 68,787 | 5 % | | Income before income taxes ર્ ...

Disney earnings are out this morning. Uh earnings beat estimate revenue just slightly below. Joining us now is Hugh Johnson.Disney CFO Julia Borston uh is here as well. The stock um Hugh it's good to see you and I I don't know where you want to start. maybe start with earnings because I think uh on on the other news the stock was uh reacting positively is up at I think 122 now I think 117 116 uh after I guess maybe the Julia pointed out you've been beating revenue uh estimates right in recent quarters uh so ...

1. 8月6日(周三)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.35%，标普500指数期货涨0.24%，纳指期货涨 0.23%。 2. 截至发稿，德国DAX指数涨0.02%，英国富时100指数涨0.20%，法国CAC40指数涨0.28%，欧洲斯托克50指数涨0.22%。 3. 截至发稿，WTI原油涨1.63%，报66.22美元/桶。布伦特原油涨1.52%，报68.67美元/桶。 | 瑞 伦敦布伦特原油 | 2025年10月 | 68.67 | 68.81 | 67.65 | +1.03 | +1.52% | | --- | --- | --- | --- | --- | --- | --- | | 雪 WTI原油 | 2025年9月 | 66.22 | 66.34 | 65.12 | +1.06 | +1.63% | 市场消息 降息预期凌乱，华尔街投行"吵"起来。美国"非农"数据暴雷令美联储降息预期飙升，但本周华尔街知名投行对降息分歧却在加 大。高盛、花旗均认为，9月或激进降息，摩根大通甚至认为今年可能降息125个基点。然而，美银认为今年美联储或按兵不 动，巴克莱和汇丰同样态度谨慎。未来几个月将 ...

盘前市场动向 1. 8月6日(周三)美股盘前，美股三大股指期货齐涨。截至发稿，道指期货涨0.35%，标普500指数期货涨0.24%，纳指期货涨 0.23%。 | = US 30 | 44,267.00 | 44,364.00 | 44,074.50 | +155.30 | +0.35% | | --- | --- | --- | --- | --- | --- | | = US 500 | 6,314.10 | 6,332.90 | 6,287.60 | +14.90 | +0.24% | | 트 US Tech 100 | 23,072.30 | 23,118.10 | 22,937.50 | +53.70 | +0.23% | 2. 截至发稿，德国DAX指数涨0.02%，英国富时100指数涨0.20%，法国CAC40指数涨0.28%，欧洲斯托克50指数涨0.22%。 | 德国DAX30 | 23,862.00 | 23,998.59 | 23,806.00 | +4.81 | +0.02% | | --- | --- | --- | --- | --- | --- | | 器 英国富时100 | 9,16 ...

Barron’s recently had a piece on Walt Disney Co (NYSE:DIS), in which they point out that the stock price is flat over the past ten years. That, of course, is an awful return in which you would have been just as well putting the money under a mattress. When you include dividends, the 10-year stock return is close to 10%, but that still pales in comparison to the S&P 500 Index (SPX), which has returned over 200% from 10 years ago.I will not be speculating on theme park demand, ESPN subscriber growth, or anyth ...

Core Insights - Hulu will replace the Star tile on Disney+ internationally, marking its first major international expansion following Disney's acquisition of Comcast's stake in Hulu [1][4] - Disney's streaming business showed strong performance in its latest earnings quarter, with Hulu set to become a "global general entertainment brand" [1] - A unified Disney+ and Hulu streaming app experience is expected to be available to consumers next year, enhancing technology and personalization features [2] Group 1 - Hulu has been targeted as an international brand since at least 2009, but remained U.S.-only until now [2] - The Star brand was previously used as the general entertainment tile across Latin America and Asia [3] - Disney completed the buyout of Comcast's stake in Hulu, which was part of a larger acquisition of 21st Century Fox for $71.3 billion [4] Group 2 - Hulu programming has been integrated into Disney+ in the U.S., with speculation about Hulu's future as a standalone app [5] - Disney executives described the integration of Hulu into Disney+ as a "major step forward" for creating a comprehensive entertainment package [5]

⑤ 【马斯克：特斯拉正在训练新的FSD模型】8月6日，马斯克在X上发文称，特斯拉正在训练新的FSD 模型，新模型的参数规模约为当前版本的十倍，如果一切顺利则可能会在下个月底准备好面向公众发 布。 ⑥ 【大幅下调营收指引，超微电脑盘前跌超16%】超微电脑盘前跌超16%。消息面上，超微电脑公布的 第四财季报告显示，公司预计下季度营收在60亿~70亿美元之间，调整后每股收益在0.40~0.52美元之 间。2026财年营收预期从此前的400亿美元下调至330亿美元，降幅达17.5%。 ① 【三大期指齐涨】截至发稿，道指期货涨0.29%、标普500指数期货涨0.23%、纳指期货涨0.06%。 ② 【中概股盘前涨跌不一】中概股盘前涨跌不一，阿里巴巴涨1.53%，拼多多涨1.07%，京东跌0.03%， 百度涨0.87%，理想汽车跌3.09%。 ③ 【即将公布Q2财报，优步盘前涨2.3%】优步盘前涨2.3%。消息面上，优步计划在周三市场开盘前公 布第二季度业绩。 ④ 【AMD二季度"增收不增利"，盘前跌超6%】美芯片巨头AMD盘前跌超6%。消息面上，公司最新公 布的财报显示，其二季度的营收超出预期，不过，二季度营业利润率仅为 ...

>> Now, fiscal third quarter results from Disney out. Julia Boorstin is with us. There's going to be talking about Disney all day long.So many things. >> Well Disney beating earnings expectations is fiscal third quarter earnings of $1. 61 ahead of estimates of $1.47%.Revenue grew 2% to $23.65% billion. That is just below estimates of $23.7% billion. This is its first revenue miss in over a year.Now, Disney Plus subscriber growth was just ahead of estimates, as was its average revenue per user. The company a ...