work. Needam's Laura Martin says Disney should consider simoc casting ABC's broadcast content on less regulated platforms like Hulu instead. She says that would help generate faster revenue growth for Disney and unlock more shareholder value.She has a buy rating on the stock and a $125 price target. And she joins us now. Uh welcome, Laura.It's good to have you make your case here. Not every day a company, you know, kind of shuts down a a business that still is producing cash flow, has a big audience. So why ...

The timing of the price increases isn’t ideal, as Disney+ subscribers canceled their subscriptions in droves last week, protesting Disney’s decision to temporarily pull Jimmy Kimmel from its airwaves. https://t.co/2G2MwSeeIr ...

Core Insights - Disney is increasing subscription prices for Disney+ and Hulu starting October 21, with various standalone plans and bundles seeing price hikes [1][2][3] Pricing Changes - The Disney+ standalone plan with ads will rise by $2 to $11.99 per month, while the no-ads Disney+ Premium plan will increase by $3 to $18.99 per month. The annual Premium plan will see a $30 increase to $189.99 [1] - Hulu's standalone plan with ads will increase from $9.99 to $11.99 per month, while the no-ads premium version remains at $18.99 [2] - ESPN Select's price will increase from $11.99 to $12.99 per month [2] - The Disney+ and Hulu with ads bundle will increase by $2 to $12.99, and the bundle including Disney+, Hulu, and ESPN Select will rise by $3 to $19.99 [3] Historical Context - Disney+ launched in 2019 with a subscription price of $6.99 per month and has gradually increased prices over time, with the last hike occurring in October 2024 [4]

Core Points - Disney's decision to reinstate Jimmy Kimmel's show has not significantly improved CEO Bob Iger's reputation, as the situation remains contentious and unresolved [1][2][3] - The reinstatement has led to mixed reactions, with some ABC affiliates opting to air alternative programming instead of Kimmel's show, indicating ongoing tensions within the network [2][3] - Iger's legacy is at stake, as the outcome of the Kimmel saga could define how he is remembered as a leader, balancing corporate interests with public sentiment [3][4][5] Company Actions - Disney's reinstatement of Kimmel was partly a response to backlash from the creative community and potential boycotts, highlighting the company's struggle to maintain its core values while addressing shareholder concerns [12][18] - The decision to suspend Kimmel initially raised questions about Disney's commitment to free speech and its willingness to stand against external pressures, particularly from the FCC [14][15] - The reinstatement of Kimmel is seen as a move to mitigate reputational damage, even if it results in lost advertising revenue due to affiliate decisions [18] Industry Context - The entertainment industry is increasingly polarized, with Disney becoming a focal point in cultural debates, particularly regarding its representation of diverse characters and themes [21] - Iger's leadership has been characterized by a commitment to the creator class, but the Kimmel situation has complicated his efforts to navigate the current cultural landscape [19][20] - The ongoing conflict between corporate profitability and public perception poses challenges for Disney, as it seeks to balance shareholder interests with the expectations of its creative talent [6][12]

Some Disney subscribers may see the price of their streaming plans increase next month. The media giant said it plans to raise the price of select Disney+ subscriptions, including the entry-level plan, by $2 to $3 starting October 21. The change is also set to impact bundle deals with other streamers like ESPN, Hulu, and more. ...

Jimmy Kimmel will be making his return to television tonight. That's less than 24 hours ago. Disney announced it reached a decision to bring the show back to ABC after having quote thoughtful conversations with the late night host. >> This ends a nearly week-long suspension over Kimmel's comments about Charlie Kirk during a monologue last Monday. Disney released a statement saying it decided to pull Kimmel to avoid further inflaming a tense situation at an emotional moment for our country. NBC News entertai ...

The decision to pull Kimmel off the air sparked calls for a boycott from his supporters, and the move to bring him back has angered conservatives, putting Disney in an unwinnable position. ...

Jimmy Kimmel is back on the air tonight with ABC parent company Disney officially ending the controversial suspension that's ignited a heated national debate over free speech. But not every American household may be able to watch the show. Major affiliate group Sinclair and NextStar announcing they will continue to preempt the broadcast over comments Kimmel made in the wake of Charlie Kirk's killing. Peter White has covered this story extensively as executive editor of TV for Deadline and he joins me now. S ...

Bring in show music, please. >> Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pot, >> Jimmy Kimmel returns. >> There's no way Disney was going to have the spine to stand up to the woke mob. >> CEO Bob Iger's decision to suspend and then reinstate the late night host and manage political and public pressure once an insider the company, former Tik Tok CEO Kevin Mayer weighs in. >> Half is going to be angry and no matter what you do. So I think Bob just has to do what he thinks is right for the company > ...

Joining us now is NBC News entertainment correspondent Khloe Milos and Steven Betaglio, staff writer at the Los Angeles Times. Chloe, what do we know about Jimmy Kimmel's uh return today and what prompted Disney to say now's the time to bring him back. In Disney's statement, they basically say that they had ongoing conversations with Jimmy Kimmel.And at the time, they felt that it was the right decision to preempt him and take him off the air given the fact that the national discord was very heated at this ...