Disney's New Amazon Deal: Does Ad Targeting Upgrade Justify a Buy?

Key Takeaways DIS partners with Amazon Ads to enhance targeting capabilities, but investors should wait for better entry. Partnership launches Q3 2025 with select advertisers, meaningful revenue impact unlikely until fiscal 2026. DIS trades at 19.25x P/E below industry average despite streaming growth and strong Experiences segment.Disney's (DIS) recent partnership with Amazon (AMZN) -owned Amazon Ads represents a strategic move to enhance its advertising capabilities, but investors should exercise patien ...