How Mark Wahlberg Became The King Of Streaming https://t.co/vTNu09yPSz ...

NOMT Stuns LIVE @ Sub0 - Stream by Vbrick https://t.co/VpBorIRxwF ...

Disney+ and YouTube TV logos separated by lightning, representing conflict. Key Points Disney stock drops after mixed earnings and streaming miss. FuboTV–Hulu Live TV merger makes Disney No. 2 in pay-TV. YouTube TV’s NFL Sunday Ticket adds leverage in ESPN dispute. Interested in The Walt Disney Company? Here are five stocks we like better. The Walt Disney Company (NYSE: DIS) stock is down nearly 8% in early trading after a mixed earnings report, reflecting a company that is making progress but faci ...

Core Insights - An agreement has been reached to restore Disney programming to YouTube TV subscribers after a two-week blackout, indicating a significant shift in the media landscape from traditional linear television to streaming services [1] Industry Summary - The resolution of the blackout highlights the increasing importance of streaming platforms in the distribution of content, as traditional television networks face challenges in maintaining subscriber bases [1] - This event underscores the competitive dynamics between major content providers like Disney and streaming services like YouTube TV, reflecting broader trends in consumer viewing habits [1]

Disney shares tumbling almost 8% today. Its worst day since April. The media giant reporting better than expected earnings before the bell, but missing on revenue.Disney's TV networks and movie business weighing on results. The company is also in a carriage dispute with YouTube TV. CNBC founder and current contributor Tom Rogers joins us now with his reaction.Tom was the first president of NBC cable and is now senior adviser to Versent Media, which will soon become CNBC's parent company. Tom, it's always gr ...

Core Viewpoint - Disney's shares fell nearly 8%, marking its worst day since April, despite reporting better-than-expected earnings but missing revenue targets [1] Financial Performance - Disney's TV networks and movie business negatively impacted results, and the company is currently in a carriage dispute with YouTube TV [1] - The company reported an increase of 11 million subscribers for Disney Plus, but this growth is largely attributed to wholesale subscriptions under a charter deal [12] Streaming and Future Outlook - There were high expectations for acceleration in the streaming segment, which is considered the future of the company, but no clear catalyst was identified [3][4] - CEO Bob Iger discussed plans for Disney Plus to evolve into a "super app" that integrates various Disney offerings, but this did not seem to excite investors [5] - The integration of Hulu and ESPN into a cohesive streaming strategy is seen as essential for future growth, with 80% of ESPN subscribers being part of a Disney Hulu bundle [6] Market Position and Competition - Disney is noted for having a strong presence across various demographics, including children, families, and sports, but it needs to demonstrate that this will drive growth [7] - The company has shown that its streaming growth is outpacing the decline in traditional media, with the majority of engagement and revenue now coming from streaming [11] Investor Sentiment - The market reaction to Disney's earnings was viewed as an overreaction, with some analysts suggesting that the stock has been priced for a prolonged period of stagnation [8][10] - Despite challenges, Disney is in a better financial position now, including a $7 billion share buyback plan, indicating recovery from previous difficulties [9]

bring in Barton Crockett who's a senior analyst at Rosenblat Securities along with Julia Boren. I always love it when we get to sit at the same table together. Julia, let me ask you, when they're talking about being broad, are they trying to be all things to all people at all times.>> I think it's really about general entertainment that's founded with its sort of origin on this this family brand of Disney. And if you look at the strength of this new bundle, they said of new subscribers to their ESPN app, th ...

bring in Barton Crockett who's a senior analyst at Rosenblat Securities along with Julia Boren. I always love it when we get to sit at the same table together. Julia, let me ask you, when they're talking about being broad, are they trying to be all things to all people at all times.>> I think it's really about general entertainment that's founded with its sort of origin on this this family brand of Disney. And if you look at the strength of this new bundle, they said of new subscribers to their ESPN app, th ...

Disney shares uh falling. Uh it was a mixed quarter. The company did beat on the bottom line.It posted a slight revenue miss. Entertainment unit by the way uh helped by streaming uh growth continuing to increase there. Let's talk to Michael Morris, Guggenheim Partners analyst does have a buy rating $140 price target.Michael, what do you make of the quarter. I mean, we're now talking sort of about a back-end loaded year and I guess what investors don't want to wait and see if they actually do deliver what th ...

CAROLINE: THANK YOU VERY MUCH. IT'S WONDERFUL TO BE JOINED BY YOU, HUGH, WITH ED AND I ACROSS VARIOUS PARTS OF AMERICA. START FOR A MOMENT, RATING DISNEY'S FOURTH QUARTER PERFORMANCE.YOU WERE STRONG IN PARKS. YOU WERE STRONG IN STREAMING. THERE WAS WEAKNESS IN FILMS AND TV.TALK US THROUGH HOW YOU RATE YOURSELF. ACTUALLY, I THOUGHT IT WAS A GOOD QUARTER OVERALL, AND FRANKLY, VERSUS WALL STREET, WE BEAT EXPECTATIONS BY SIX CENTS. THE EXPERIENCES BUSINESS DID VERY WELL, 6% REVENUE GROWTH, 13% OF Y GROWTH WAS T ...