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Core Points - Gina Carano has settled her lawsuit against Disney and Lucasfilm after being fired from "The Mandalorian" [1] - The lawsuit alleged wrongful termination, harassment, and bullying due to her conservative political beliefs [2][3] - Carano sought $75,000 in damages and to be recast in the Star Wars series [3] - Elon Musk's X funded Carano's lawsuit against Disney and Lucasfilm [2][8] - Lucasfilm expressed respect for Carano and indicated a desire to work with her in the future [9]

公司预计通过完全整合Hulu到Disney+，将提供更好的体验，通过结合两个现有app的所有节目资产。这 将显著降低流失率，也是公司的重点目标。 整合还将带来效率提升：统一技术栈和平台。公司已共同销售广告，未来，这可能带来更大的定价弹 性。此外，它为捆绑创造了巨大机会：一个app包含大量迪士尼品牌节目和通用娱乐，与ESPN DTC app 结合，从消费者和公司视角看，都远优于以往的价值主张。 主题公园方面，三季度本地主题公园人均消费同比增长8%，创两年来新高。公司对人均消费增长感到 满意，对整体游客量表现也很乐观，尤其在市场竞争加剧的情况下。目前公司的整体目标仍是实现游客 量和人均消费的协调增长，会持续推进这一方向。 智通财经APP获悉，近日，迪士尼(DIS.US)召开FY25Q3财报电话会。迪士尼表示，三季度流媒体用户 净增170万人，基本符合市场预期。公司DTC利润率超过10%目标，未来重点会放在国际市场，比如将 Star品牌下的内容统一为Hulu，以及针对有增长潜力的地区加码投资，以推动订阅与广告收入提升，实 现更高盈利。 Q&A 问答 迪士尼指，公司的核心目标是通过增长导向战略实现长期利润最大化，而非 ...

Core Insights - The partnership between ESPN and NFL marks a significant shift in the relationship between sports leagues and media companies, with NFL becoming the first major U.S. sports league to hold equity in a primary media partner [3][30] - This collaboration aims to enhance the viewing experience for NFL fans by leveraging ESPN's unique resources and capabilities [1][4] Group 1: Partnership Details - ESPN will acquire various media assets from NFL, including the NFL Network, which will be integrated into ESPN's direct-to-consumer (DTC) streaming service [4][5] - NFL RedZone rights will also be transferred to ESPN, allowing ESPN to maintain its presence in subscription packages [4][5] - ESPN will merge NFL Fantasy Football with its own fantasy platform, enhancing user engagement and expanding its global reach [4][5] Group 2: Financial Implications - NFL will receive a 10% equity stake in ESPN as part of the deal, although the impact on Disney and Hearst's ownership stakes remains undisclosed [5][8] - The estimated value of NFL's 10% stake in ESPN could range from $2.2 billion to $2.5 billion, based on ESPN's valuation [20][30] Group 3: Market Dynamics - The collaboration is seen as a response to the ongoing "cord-cutting" trend affecting traditional cable subscriptions, with both ESPN and NFL seeking to adapt to changing consumer behaviors [24][30] - The deal is expected to streamline advertising processes for NFL teams, potentially increasing the value of advertising slots due to the integration of ESPN's inventory [13][30] Group 4: Strategic Context - The partnership follows a lengthy exploration by NFL to enhance its media assets and expand its audience reach, with previous attempts to partner with tech giants failing due to valuation disagreements [14][16] - ESPN's shift towards digital transformation and the need for compelling content has made NFL an attractive partner, given its significant viewership and commercial value [27][30] Group 5: Future Considerations - The deal may face regulatory scrutiny regarding antitrust concerns, as ESPN's control over NFL's media assets could limit competition in the sports broadcasting market [31][33] - The integration of NFL's media assets into ESPN's platform presents challenges in maintaining brand identity while achieving operational synergies [33][34]

Streaming Service Launch - The Walt Disney Company confirms the launch date of ESPN's flagship streaming service on August 21 [1] Competitive Landscape - The streaming landscape will get a new competitor later this month [1]

迪士尼正在开启流媒体的"重组"。 在本周三迪士尼2025财年第三季度财报发布前一天，迪士尼公布和全美最具商业价值的体育IP NFL的深度合作：ESPN计划收购NFL Network、NFL Redzone频道及NFL影视等核心资产，作为交换，NFL将获得ESPN 10%的股权。 据分析师和业内人士估计，这些股份可能价值20亿至30亿美元。 迪士尼首席执行官Bob Iger对外称，这是ESPN自1987年以来"最重要的一步"之一。 和此前收购福克斯资产从而推进流媒体整合类似，迪士尼此次通过收购体育IP全力推进其体育流媒体业务。ESPN DTC（直接面向消费者）服务将于8月 21日上线。 为推动用户增长，迪士尼还推出了具有吸引力的捆绑套餐。用户每月支付29.99美元即可获得Disney+、Hulu和ESPN的全部内容。Bob Iger称之为"一个非 常非常划算的交易"，并表示该捆绑包未来还将整合NFL+ Premium服务。 在这样的背景下，迪士尼在2025财年第三季度财报发布时描述了未来流媒体的"重要一步"： "即将推出ESPN的直接面向消费者服务、我们刚刚宣布的与NFL的合作计划，以及即将进行的将Hulu整合 ...

Bring in show music, please. >> Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pod, a tale of two American economies.Is it slowing down. President of the Minneapolis Federal Reserve Neil Kashkari thinks maybe and the Fed might have to cut interest rates soon. >> What are the ultimate effects of tariffs going to be on inflation.And what I'm realizing is we may not know the answer to that for quarters or a year or more. But Disney's CFO Hugh Johnston sees another picture. Are Americans spending on fun.>> ...

Earnings in Detail The company's earnings per share of $1.61 topped the Zacks Consensus Estimate of $1.46 and increased 15.8% from the year-ago earnings. Revenues rose 2.1% year over year to $23.6 billion but marginally fell short of the Zacks Consensus Estimate of $23.67 billion (read: all the Communication Services ETFs here). The company reported continued growth in its streaming business despite headwinds in the traditional TV bundle, which suffered from declining customers. Disney added 183 million Dis ...

Let's take a look at what these Wall Street heavyweights have to say about Walt Disney (DIS) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Disney currently has an average brokerage recommendation (ABR) of 1.41, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 28 brokerage firms. An ABR of 1.41 approximates between Strong Buy and Buy. Of the 28 recommendations that derive th ...

格隆汇8月7日丨研究机构Argus Research将迪士尼目标价从122美元上调至134美元。 ...