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. > ...

Welcome back to Power Lunch with Disney set to report third quarter results on Wednesday before the bell. Investors will be keeping a close eye on theme park revenue and streaming subscriber growth. Disney shares have jumped nearly 30% over the past three months, but the stock's recent run has cooled off as of late.It's falling about 4% over the past month. Julia Borson joins us now to break it all down and give her predictions on what we may or may not hear tomorrow morning on the call. It's so good to hav ...

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]

Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Walt Disney (DIS) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Consumer Discretionary peers, we might be able to answer that question. To break things down more, Walt Disney belongs to the Media Conglomerates i ...

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 ...

August 2025 will go down as a pivotal month for Disney (NYSE: DIS ) as a company, for better or for worse. Most eyes on the Street at the moment are set on the company’s earnings report later this week, but Disney’s Q3 numbers - calendarMax Greve is a graduate of Northwestern University with a quadruple major in History, Economics, Political Science, and International Studies. Max is a full-time writer and in addition to stock market trends also writes articles on government, current events, macroeconomic t ...

Core Insights - Notable companies reporting quarterly results include Disney, Fortinet, and Shopify, all of which have favorable Zacks Rank ratings [1] Disney – DIS - Disney is expected to report its fiscal third quarter results, with a Zacks Rank of 2 (Buy) [2] - The stock has risen over 30% in the last year, reaching a 52-week high of $124 in late June [2] - Cost-cutting initiatives and strategic pivots have led to strong performance, with major box office hits like Inside Out 2 and Lilo & Stitch grossing over $1 billion globally [3] - Streaming platforms Disney+ and Hulu have seen increased profitability, aided by measures against password sharing and the introduction of extra-member fees [3] - Q3 is projected to see 2% growth in revenue and 6% growth in earnings [3] - The forward earnings multiple stands at 20.1X, with a price-to-sales ratio below 2X, indicating value [4] Fortinet – FTNT - Fortinet, with a Zacks Rank of 2 (Buy), is gaining traction due to its AI-powered threat detection and post-quantum cryptography readiness [5] - Following a record Q1, Q2 revenue is expected to reach $1.62 billion, a 13% increase, with EPS projected to rise 3% to $0.59 [6] - Fortinet has exceeded earnings expectations for 29 consecutive quarters since May 2018, contributing to a stock gain of over 70% in the past year [6] Shopify – SHOP - Shopify holds a Zacks Rank of 1 (Strong Buy) and has seen its stock increase over 15% year-to-date, with a remarkable 140% gain over the last year [10] - The introduction of AI-powered tools has enhanced its commerce platform, driving popularity among merchants [10] - Strategic partnerships with Meta Platforms, Amazon, and TikTok have expanded Shopify's ecosystem [11] - Q2 sales are projected to rise 24% to $2.54 billion, with EPS expected to increase 8% to $0.28 [11] - Analysts anticipate Gross Merchandise Volume (GMV) to reach $81 billion, marking seven consecutive quarters of over 20% GMV growth [11] Conclusion - Disney, Fortinet, and Shopify are highlighted as key stocks to watch as they prepare to report quarterly results, with potential for further upside [13]