The National Football League will sell most of its media businesses to Walt Disney in exchange for a 10% stake in the ESPN sports networks, deepening the ties between the league and one of its top broadcast partners https://t.co/bC3Hy9FKmA ...

streaming on CNBC plus. >> We're back. Disney shares have sputtered lately.After a solid start to the year, investors will be watching the company's earnings closely tomorrow for signs of where the consumer currently stands. Jim Stuart is columnist with The New York Times. He joins us now.He's also a CNBC contributor. This is our quarterly visit. It's nice to have you, as always.>> Good to be back. I feel. >> Like we have the same type of conversation parks and streaming.Is that the whole thing this time. > ...

Theme Park Revenue - Disney's parks and experiences division is a key area of investment, with $60 billion planned over a decade [3] - The industry is observing the impact of new competition in Florida, specifically Epic Universe in Orlando, on Disney's park results [4] - Consumer spending habits, booking trends, and pricing strategies at Disney parks are under scrutiny [4][5] - The focus is on how much consumers are spending within the parks and whether they are shortening their stays in Orlando [6] - Performance of parks in Paris and Asia are also important [6] Streaming Subscriber Growth - Disney's stock previously saw a boost after adding 1.4 million streaming subscribers, exceeding expectations [7] - The expectation is to add approximately 1.5 million subscribers to Disney Plus [7] - The launch of a new bundle combining ESPN, Hulu, and Disney Plus is anticipated to drive subscriber growth and reduce churn [8] - Disney aims to retain subscribers through bundled services and perks [9] - The industry is considering the potential impact of streaming services on traditional cable subscriptions, with speculation about a bottom around 50 million subscribers [9]

Streaming Business - Disney's streaming business is a key focus, especially after completing the buyout of Comcast's stake in Hulu, giving Disney full control [1] - Analysts anticipate the addition of approximately 150万 (1.5 million) Disney Plus subscribers this quarter [1] - Moffett Nathanson suggests that significant upside for Disney shareholders depends on establishing a strong growth narrative for direct-to-consumer business and executing it effectively [1] Parks and Experiences Division - Disney's parks and experiences division is the largest driver of operating income and will be closely monitored for the impact of tariffs and consumer spending trends [1] - The opening of Universal's Epic Universe in May poses a competitive challenge to Disney's parks [1][5] - Disney is investing 600 亿 (60 billion) 美元 in its parks division over a decade [1] - Morgan Stanley forecasts operating income growth for the parks division to accelerate to over 10% in fiscal year 2026 [1] Potential Deals - There is speculation about ESPN potentially announcing a deal with the NFL involving an exchange of ownership stakes [2] Stock Performance - Disney's stock has increased nearly 30% since its better-than-expected earnings in May [1]

Group 1 - Walt Disney (DIS) is a notable stock within the Consumer Discretionary sector, which consists of 255 companies and currently ranks 9 in the Zacks Sector Rank [2] - The Zacks Rank system indicates that Walt Disney has a Zacks Rank of 2 (Buy), with a consensus estimate for full-year earnings increasing by 5.9% over the past quarter, reflecting improved analyst sentiment [3] - Year-to-date, Walt Disney has returned 7.2%, outperforming the average return of 6.8% for the Consumer Discretionary sector [4] Group 2 - Walt Disney is categorized under the Media Conglomerates industry, which includes 17 companies and is currently ranked 182 in the Zacks Industry Rank; this industry has seen an average gain of 8% this year, indicating that DIS is slightly underperforming its industry [5] - Another stock in the Consumer Discretionary sector, OneSpaWorld (OSW), has performed better with a year-to-date return of 12.3% and a Zacks Rank of 2 (Buy) [4][5] - The Leisure and Recreation Services industry, to which OneSpaWorld belongs, is ranked 177 and has increased by 7% this year [6]

Market Overview & Trends - US futures are heading higher after a tumultuous week on Wall Street [1] - President Trump threatened to hike tariffs on India due to its purchases of Russian oil [1] - Gold price forecast raised by Citi to $3,500 per ounce over the next 3 months due to deteriorated US growth and inflation outlook [44] Company Earnings & Performance - BP reported adjusted profits of $2.4 billion for the second quarter, a third higher than analysts expected, and raised its quarterly dividend by 4% [1] - Palantir reported a 48% increase in revenue for the second quarter to more than $1 billion [1] - Pfizer's adjusted earnings per share came in at $0.78, exceeding the expected $0.58, with revenue at $14.65 billion versus an expected $13.5 billion; plans $7.2 billion in cost savings by 2027 [5][6] - Caterpillar's earnings per share came in at $4.72, lower than the expected $4.88, but revenue exceeded expectations at $16.57 billion versus $16.33 billion [8][9] - Marriott International's adjusted earnings came in at $2.65, beating expectations of $2.61, with revenue at $6.74 billion against an expected $6.68 billion [11] - Saudi Aramco is reporting a profit decline for the 10th straight quarter, free cash flow fell 20% in the second quarter [31] - Diageo expects to save about $625 million, up from $500 million previously expected, but forecasts flat sales for fiscal 2026 due to tariffs [32][33] IPO Market - IPO market is warming back to life after the 2022 bear market [14] - In Q1 2021, there was $131 billion in IPOs offered in the US [17] - Over 90% of IPO stocks trade lower than they did on their first day of trading [26] Company Specific News - TSMC is reporting a possible leak of trade secrets related to its advanced chip techniques [29] - Disney's third quarter earnings are expected, with focus on parks and streaming business [34]

Group 1 - The Walt Disney Company is a well-established family brand with over 100 years of history and its theme parks have been a major attraction for 70 years [1] - Disney has a diverse portfolio that includes various entertainment segments, contributing to its long-term growth potential [1] Group 2 - The company has a beneficial long position in its shares, indicating confidence in its future performance [2] - The article reflects the author's personal opinions and research, emphasizing the importance of conducting individual due diligence before making investment decisions [3]

ESPN Streaming Service & NFL Acquisition - Speculation surrounds Disney potentially announcing the acquisition of the NFL Network and Red Zone to bolster its ESPN streaming service [3] - Analysts project ESPN streaming to reach only 2 million to 3 million subscribers by year-end [4] - An equity deal might involve the NFL receiving 10% of ESPN streaming, potentially boosting ESPN's value [6] Hulu & Disney+ Integration - Disney aims to integrate Disney+, Hulu, and ESPN streaming into a comprehensive family viewing package [8] - The combined Hulu and Disney+ package is projected to be priced only $6 more than ESPN streaming alone, potentially attracting families [8] - Disney+ subscriber growth has stalled, and this integration might drive new subscriptions [9] Advertising Revenue Challenges - While Hulu and Disney+ generate more ad revenue than other streaming services, ad revenue decreased last quarter [11] - Despite two-thirds of new Disney+ subscribers opting for the ad tier, ad revenue per subscriber has declined for both Hulu and Disney+ [11] - Integrating ESPN could catalyze ad revenue growth through a family package offering [11] Sports Rights & Ratings - Outside the US, sports rights values have begun to decline, but this trend hasn't been observed in the US, particularly with the NFL [13] - Disney reported a 20% surge in sports advertising last quarter, indicating strong ratings justifying current values [14] - An upcoming NFL renegotiation with Paramount could provide further insights into the market value of sports rights [14] Competitive Landscape - Disney ranks second in total television viewing time, following YouTube [9] - Netflix ranked third in viewing share numbers last month [10] - Disney is considered a strong contender against Netflix in the streaming space [9]

Walt Disney Company DIS will release earnings results for the third quarter before the opening bell on Wednesday, Aug. 6. Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40). Next, we take this amount and divide it by Disney's $1.00 dividend: $6,000 / $1.00 = 6,000 shares. So, an investor would need to own approximately $716,100 worth of Disney, or 6,000 shares to generate a monthly dividend income of $500. Assuming a more conservative goal of $100 monthly ($1,2 ...

Core Insights - August 2025 is highlighted as a pivotal month for Disney, with significant attention on the upcoming earnings report [1] Financial Performance - The focus is currently on Disney's Q3 earnings report, which is expected to provide insights into the company's financial health [1]