Forever grateful for the audience I’ve been able to build.Y’all are the real legends.This morning was a clear sign of that430 concurrent at peak felt literally unreal. A dream come true of sorts.Streaming on Kick was the right decision.Will go live for more of these major events for sure.I love you all. Thanks for rocking with meEasy (@EasyEatsBodega):12min Sell out for $PUMPalmost 400 live viewers on KickWHAT A MORNING ON THIS FINE WEEKEND.FILL THE WICK ON $PUMP I KNOW YA WANT TO!https://t.co/NDT5TzTGmB <- ...

Investing in growing companies can lead to great compound gains over the long term. But sometimes even competitively strong companies will see their stocks collapse over near-term headwinds in the economy or other obstacles. It's just the nature of business.Fortunately for long-term investors, traders on Wall Street don't look at it that way. The focus on near-term performance leads to swings in share prices that can over- or undervalue a company's true worth. This gives a retirement saver the chance to buy ...

Apple had a box-office hit with "F1," the car-racing movie. Now it looks like it's going to double up on the sport, with a likely deal to stream Formula 1 races. The tech company appears to be the leading bidder for the US rights to show F1 races. The rights are currently held by Disney's ESPN.Apple has submitted a bid worth at least $150 million a year to stream the races starting in 2026. And ESPN isn't going to try to match or beat that, according to a source familiar with negotiations. So barring a la ...

RT FutureAzA (@FutureAZA)Live for the next hour. Join us, won't you? ...

From shipping DVDs by mail to becoming a worldwide entertainment juggernaut, the rise of Netflix (NFLX -2.98%) is worth studying. The business is a disruptive and innovative category creator. It has taken care of investors, with shares soaring 54,700% in the past two decades.This means that had you invested just $1,900 in this streaming stock in July 2005, you'd have $1 million today. But is Netflix your ticket to becoming a millionaire one day in the future? Netflix has become a global entertainment iconAt ...

Core Insights - Disney presents a compelling investment opportunity for the second half of 2025, with shares gaining 9.3% year to date as multiple business transformation catalysts converge to drive sustained outperformance [1][7] Streaming Business Performance - Disney's direct-to-consumer transformation has achieved significant profitability, generating $336 million in operating income during fiscal Q2 2025, with Disney+ adding 1.4 million subscribers to reach a total of 126 million [2][9] - The launch of the ESPN streaming service in Fall 2025 is expected to create a new revenue stream from Disney's most profitable content, enhancing monetization capabilities [4] Strategic Partnerships and Content Strategy - Disney's partnership with ITV in the UK enhances subscriber value and market reach, allowing Disney+ customers access to premium ITV content while ITVX viewers can sample Disney+ offerings [3] - The content slate for the remainder of 2025 includes highly anticipated releases such as Zombies 4, Percy Jackson and the Olympians Season 2, and Marvel's Wonder Man series, focusing on quality over quantity to compete with Netflix [5] Theme Park Expansion - Disney's $60 billion capital investment program over 10 years represents the largest theme park expansion in its history, with a projected mid-teens return on invested capital and capacity increases of 20-25% by 2027 [11][14] - The expansion includes significant projects like the new Villains Land and Cars-themed Frontierland replacement, addressing demand-supply imbalances and maintaining premium pricing power [12] Financial Performance - In fiscal Q2 2025, Disney reported revenues of $23.6 billion (+7% YoY) and adjusted EPS of $1.45 (+20% YoY), prompting management to raise full-year guidance to $5.75 EPS, indicating 16% growth [14][16] - The experiences segment revenues reached $8.9 billion (+6% YoY), demonstrating resilience in pricing power despite macroeconomic pressures [15] Valuation and Competitive Position - Disney trades at a forward P/E of approximately 19.38x, below the Zacks Media Conglomerates industry average of 21.06x, indicating a potentially undervalued investment opportunity [18] - The company's unmatched IP portfolio across Disney, Pixar, Marvel, Star Wars, and National Geographic creates sustainable competitive advantages, allowing for cross-platform monetization [21] Conclusion - Disney is positioned for sustained outperformance as multiple catalysts converge, making it an attractive buy for investors in the second half of 2025 [22]

Our whole foundation, our core of our media policies is to to reach the broadest audience. And so, how do we do that. We have to extend beyond our current platforms.YouTube is a great platform, global platform. Uh, and it'll be uh, you know, in front of the wall, so it's free to everybody on a global basis. It's a great way for us to share our game with a global audience.And it's it's what we're trying to do now is reach the fans where they are. I think you see in a lot of these new platforms, different dem ...

Business leaders from around the globe attending Allen and Company's annual conference in Sun Valley, Idaho this week. Our Julia Borston is there this morning. Beautiful shot and has a special guest.Hey, JB. Good morning, Carl. That's right.I'm here in Sun Valley and I'm joined by NFL Commissioner Roger Goodell. Commissioner, thanks so much for joining us here. Thanks for having me, Julia.Um, so some big news. You have a new YouTube exclusive game um in the first week of the season. The season is less than ...

Industry Overview - The streaming industry is experiencing significant changes with content bundling, pricing increases, and new service announcements [4][5] - Sports content remains fragmented, making it challenging for consumers to find desired content [7][8] - The complexity of the market is increasing as companies change names and introduce more ads [9] Warner Brothers and Comcast - Warner Brothers (WBD) and Comcast (CMCSA) are planning to spin out their linear assets into separate companies, a move driven by the decline in traditional pay-TV markets [10][12] - WBD took a $9.1 billion write-down on its linear TV networks, indicating preparation for asset separation [11] - Comcast's new spin-off, named Versant, is expected to be completed by the end of 2025, focusing on direct-to-consumer services without launching new streaming services [13][14] Disney - Disney reported 126 million Disney+ subscribers and 50.3 million Hulu subscribers, with Hulu's growth stagnating [68][69] - Disney's direct-to-consumer (D2C) business had an operating income of $336 million in Q1, a significant improvement from previous losses [72] - The company is integrating Hulu into Disney+ and launching a new ESPN service, but details on the service remain unclear [78][80] Netflix - Netflix continues to dominate the streaming market, with a reported free cash flow of approximately $11 billion over the last three years [47][48] - The company expects ad revenue to double by 2025 and is expanding its live event strategy [50][51] - Netflix's ad-supported tier has gained traction, with over 50% of new subscribers opting for the ad plan [64][67] Advertising and Metrics - Average Revenue Per User (ARPU) is a critical metric for evaluating streaming services, especially as companies diversify revenue streams [40][41] - Disney's advertising growth was offset by lower CPM rates, indicating challenges in the advertising market [74] - Nielsen's measurement practices are criticized for lacking transparency and accuracy in defining viewership [30][34] Other Companies - Paramount is working on a merger with Skydance, while still facing losses in its streaming service [104][106] - Fox is launching a new D2C streaming service, Fox One, aimed at existing cable subscribers [108] - Peacock continues to incur losses, with an EBITDA loss of $215 million in Q1 [110] Market Trends - The pay-TV market is experiencing significant subscriber losses, with major companies reporting declines [112] - The industry is shifting focus towards profitability and free cash flow, moving away from rapid growth at any cost [91][92]

[Music] Um, I say partly because New experience. Risky play. the needs for experience, the needs for risky play.Um, what do you want to do in the futures. What's your plans. These questions has been asked over and over again at different stages of our life.As a child, I dreams of becoming a police officer simply because it seems cool. In primary school, I aspires to become a wellwining girl due to my training in Taekwondo. And in middle school, my love of biology lead me to dreams of becoming a doctor.Yet t ...