Disney (DIS) reported mixed fourth quarter results on Thursday as continued declines in its linear TV business offset strength in parks and streaming and investors eye the final stretch of CEO Bob Iger’s turnaround ahead of his planned departure next year. Disney reported revenue of $22.46 billion for the quarter, missing analyst expectations of $22.83 billion and coming in roughly comparable to the year-earlier period. A 6% revenue drop within the company's entertainment division, which includes its stre ...

For 12 days and counting, Disney-owned channels like ESPN and ABC have been blacked out on YouTube TV, leaving 10 million subscribers in limbo. https://t.co/pcsNJUTleI ...

YouTube TV subscribers are dealing with one of the longest blackouts in recent history, but there's reason to believe the Disney-Google beef could end soon. Disney and YouTube haven't budged in a standoff over how much TV networks like ESPN and ABC are worth. Both sides are playing the blame game, with Disney accusing Google-owned YouTube of abusing its market power, and YouTube saying the Mouse House is pushing rates that will force it to hike prices again.This blackout is now on its 13th day, which ties ...

Tom Rogers, a media industry veteran and senior adviser at Versent, says Walt Disney Co (NYSE: DIS) earnings on November 13 aren't just about numbers – they're about proving the giant's evolution is w... ...

Core Insights - Walt Disney has extended the employment contract of CFO Hugh Johnston by approximately two years as part of a significant operational overhaul focusing on its streaming business [1] Group 1 - The extension of Hugh Johnston's contract indicates the company's commitment to stability during a period of transformation [1] - The media company is undergoing a sweeping overhaul of its operations, highlighting a strategic shift in its business model [1] - The renewed focus on streaming suggests that Disney is prioritizing digital content delivery in response to changing consumer preferences [1]

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This is going to report quarterly results tomorrow morning. The company is in a dispute. And as you know, with YouTube TV leaving Disney owned channels The Dark on the service.Joining us now, Tom Rogers, founder, one of the founders, says it says you're the sole founder here of CNBC. Thank you for doing that. Tom, success has many lived.>> Up to the promise, Joe. >> Many, many fathers. You're also a senior advisor and a CNBC contributor.You're you're all over the place with all kinds of hats. What. This.I d ...

Disney's going to report quarterly results tomorrow morning. The company's in a dispute as you know with YouTube TV uh leaving Disney own channels dark on the service. Joining us now Tom Rogers founder, one of the founders says it says you're the sole founder here of CNBC.Thank you for doing that. Uh Tom, uh success has many fathers. >> You've lived up to the promise, Joe.>> Many many fathers. Uh you're also a Versent senior adviser and a CNBC contributor. You're you're all over the place with all kinds of ...

随着文旅消费热度攀升，今年国庆假期有超24.33亿人次的跨区域人员流动，这直接推动了酒店市场发展。 但现实是，有人吃肉，有人连汤都喝不上。 尤其是那些曾经靠着"浪漫满屋"、"海底世界"之类主题圈粉无数的主题酒店，现在日子过得那叫一个尴尬。 国内主题酒店发展已有20年，如今处境略显尴尬： 一二线城市的中小型主题酒店陷入同质化困境，新兴目的地的主题酒店建设仍停留在初级阶段。 与此同时，大型连锁酒店集团凭借规模、服务与设施优势纷纷布局主题酒店，进一步挤压着原有玩家的生存空间。 面对新一代消费主力人群的消费需求，主题酒店这个"旧瓶"，到底该怎么装"新酒"，才能不被市场当废品回收？ 跨界潮来袭： 主题酒店迎来搅局者 近日，上海迪士尼宣布将建设第4座主题酒店。该项目紧邻乐园主入口，加上同步打造的购物、餐饮及娱乐设施，欲打造沉浸式的主题住宿体验。 据了解，此次项目为第4座主题酒店，正在规划中。目前上海迪士尼有2个已开业的主题酒店，分别是上海迪士尼乐园酒店和玩具总动员酒店，还有1个在 建的第三座主题酒店。 玩具总动员酒店 图源：上海迪士尼度假区 华特迪士尼公司公布截至6月28日的2025财年第三季度财报显示，营收237亿美元 ...

Core Insights - Disney's stock has shown a modest increase of 3% in 2025, remaining close to a 52-week high of $124 per share, despite a somewhat stagnant performance throughout the year [1][2] - The company is transitioning from aggressive cost-cutting measures implemented by CEO Bob Iger to a focus on long-term growth, raising investor concerns about the effectiveness of this strategy [2][3] Financial Performance Expectations - For Q4, Disney's sales are projected to rise by 1% to $22.88 billion, while EPS is expected to decline by 9% to $1.03 due to challenges in traditional TV and sports broadcasting [6] - Annual earnings for fiscal 2025 are anticipated to increase by 18% to $5.87 per share, with total sales expected to grow by 4% to $94.84 billion [6] Streaming and Profitability - Wall Street is keenly observing the profitability of Disney's streaming segment, which became profitable in Q2 2025, generating $346 million in operating income [7] - The combined streaming subscribers of Disney+, now merging with Hulu, exceed 200 million, positioning Disney in close competition with Amazon's Prime Video [11] Strategic Focus and Investments - Disney is reallocating resources towards high-growth areas such as streaming and global theme parks while cutting costs in underperforming assets like its legacy TV business [8] - The company plans to invest $6 billion in its Experiences segment, which includes theme parks and cruises, and is expanding into the Middle East with a new theme park resort in Abu Dhabi [9] Valuation Metrics - Disney's stock is trading at a forward earnings multiple of 17X, which is lower than the S&P 500's 25X and the industry average of 22X, indicating potential for long-term upside [12] - The stock is trading significantly below its decade-long high of 134X forward earnings and offers a slight discount to the median of 20X during this period [13] Market Outlook - The average price target for Disney shares is set at $135, suggesting a potential upside of 20% from current levels, with Q4 results and guidance being critical for demonstrating the success of the company's strategic expansion [14]