Core Insights - Gautam Thakar has resigned as CEO of Prosus' global edtech practice, which manages over $4 billion in investments, after two years in the position [1][2] - Ashutosh Sharma, head of the India ecosystem at Prosus, is taking on a larger role with additional operational responsibilities [1] Company Developments - Thakar played a crucial role in navigating edtech investments through a downturn characterized by significant valuation corrections and business model pivots [2] - Prior to his role at Prosus, Thakar was the head of OLX Autos and has experience as president and CEO of Star Sports at The Walt Disney Company [3] Industry Context - Thakar's departure is part of a broader shake-up in the Indian edtech sector following the collapse of Byju's, with other notable exits including Sameer Brij Verma, who left Nexus Venture Partners to start his own investment firm [4] - Prosus has significantly reduced its edtech practice since writing off a $530 million investment in Byju's in 2024, contrasting with its successful investments in companies like Urban Company, Bluestone, and Swiggy, from which it has made over $2 billion [5] Recent Investments - In July, Prosus made its first new edtech investment in India post-Byju's by co-leading a $4.17 million seed round in Arivihan, a platform offering personalized courses in local languages [6]

Core Viewpoint - The Walt Disney Company (NYSE: DIS) stock has increased nearly 30% since a Buy recommendation was made in late October 2024, indicating strong potential for further upside [1]. Group 1 - The company is experiencing significant stock price appreciation, suggesting positive market sentiment and potential growth opportunities [1]. - The analyst expresses confidence in the company's future performance, encouraging investors to remain optimistic despite market fluctuations [1].

Core Viewpoint - The Walt Disney Company (NYSE: DIS) stock has increased nearly 30% since a Buy recommendation was made in late October 2024, indicating strong potential for further upside [1]. Group 1 - The company is experiencing significant stock price appreciation, suggesting positive market sentiment and potential growth opportunities [1]. - The analyst expresses confidence in the company's future performance, encouraging investors to remain optimistic despite market fluctuations [1].

NEW YORK, Sept. 09, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a leading national law firm, announces that is investigating allegations that Disney violated the COPPA (Children’s Online Privacy Protection Act) by collecting personal data from children watching Disney videos on YouTube, without parental notice or consent, and then using the data collected from those children to serve them targeted ads. SO WHAT: If your child under 13 has viewed Disney videos on YouTube, they may be entitled to compensati ...

Valuation and Performance - Disney currently trades at a P/E ratio of 18.41x, below its five-year historical average of 20.79x and the Zacks Media Conglomerates industry average of 20.1x, presenting an intriguing opportunity for investors [1][9] - The company demonstrated resilient performance in its third-quarter fiscal 2025 results, with total segment operating income increasing 8% to $4.6 billion and adjusted earnings per share rising 16% to $1.61 [2] Financial Guidance - Management revised fiscal 2025 guidance, now targeting adjusted earnings per share of $5.85, representing 18% growth from fiscal 2024, reflecting successful execution of streaming profitability initiatives and robust theme park performance [3] - The Zacks Consensus Estimate for fiscal 2025 revenues is pegged at $94.91 billion, indicating 3.88% year-over-year growth, with earnings expected to increase 17.91% to $5.86 per share [4] Streaming Segment Growth - Disney's direct-to-consumer segment achieved operating income of $346 million in the third quarter of fiscal 2025, a significant turnaround from a loss in the prior-year period, with Disney+ adding 1.8 million subscribers, reaching a total of 128 million [5] - Management expects Disney+ and Hulu subscriptions to increase by more than 10 million in the fiscal fourth quarter, driven by an expanded distribution deal with Charter Communications [6] ESPN and Sports Segment - ESPN's new direct-to-consumer streaming service launched on August 21, 2025, priced at $29.99 monthly, marking a pivotal shift in sports media distribution [7][10] - Management anticipates the ESPN streaming service will be accretive to earnings in its first year, with improved operating income guidance reflecting strong momentum in advertising revenues and strategic content investments [11] Theme Parks Performance - Disney's experiences segment delivered 8% revenue growth to $9.1 billion in the fiscal third quarter, with domestic parks operating income rising 22% to $1.7 billion [12] - Major expansion plans include new attractions and international expansions, demonstrating commitment to long-term growth while potentially pressuring near-term margins [13] Competitive Landscape - Disney's year-to-date performance in 2025 reflects modest gains of approximately 6.7%, trailing behind competitors like Warner Bros. Discovery, Amazon, and Netflix [14] - Disney's valuation discount relative to Netflix appears justified, yet the company offers diversification advantages over Netflix's singular streaming focus [18] Investment Recommendation - Despite trading at historically discounted valuations and demonstrating operational improvements, investors are advised to maintain a hold position on Disney stock due to macroeconomic uncertainty and ongoing theme park construction disruptions [19]

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Core Viewpoint - Rosen Law Firm is investigating allegations against Disney for violating the COPPA by collecting personal data from children under 13 watching Disney videos on YouTube without parental consent [1][3]. Group 1: Allegations and Legal Actions - The Department of Justice (DOJ) has alleged that Disney Worldwide Services, Inc. and Disney Entertainment Operations LLC failed to properly label some YouTube videos as "Made for Kids," which allowed them to collect data and serve targeted ads to viewers under 13 [3]. - Disney is accused of continuing illegal data-collection practices even after being made aware of the issue, improperly serving targeted ads based on unlawfully collected data [3]. Group 2: Class Action Information - Parents of children under 13 who viewed Disney videos on YouTube may be entitled to compensation through a class action lawsuit without any out-of-pocket fees, facilitated by a contingency fee arrangement [2]. - Interested parties can join the prospective class action by contacting Phillip Kim, Esq. via a toll-free number or email [2]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company at the time and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone, and has consistently ranked in the top 4 for securities class action settlements since 2013 [4].

I think AI is really the next big thing with sports. Oh, yes, totally. How.Well, right now we're redoing our building and all we're talking about is physical air. How do we collect data. How do we with 3 million people that come into our building.Where are they coming from. How old are they. Who are they married to.How long have they had the tickets. What are they like. Where do they eat.What do we. What can we do to be anticipatory with our building. It's not just smart buildings anymore.It's build the int ...

Core Points - Rosen Law Firm is reminding purchasers of Replimune Group, Inc. securities about a class action lawsuit with a lead plaintiff deadline of September 22, 2025 [1][3] - Investors who purchased Replimune securities during the specified class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] Case Details - The lawsuit alleges that defendants made materially false and misleading statements regarding the IGNYTE trial, which the FDA deemed inadequate and not well-controlled [5] - As a result of these misleading statements, investors suffered damages when the true details were revealed [5] Next Steps for Investors - Interested investors can join the class action by visiting the provided link or contacting the law firm directly [3][6] - It is noted that no class has been certified yet, and investors may choose to remain absent or select their own counsel [7] Rosen Law Firm's Credentials - The firm has a strong track record in securities class actions, having achieved significant settlements and recognition in the field [4] - In 2019, the firm secured over $438 million for investors, showcasing its capability in handling such cases [4]

Three weeks after ESPN launched an online version of its pay-TV network, Disney is racing to cut deals with cable providers so viewers can see all of what’s on the new service https://t.co/3s3uEltDXQ ...