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NKE Jumps on Upgrade, DLTR Wilts on Downgrade, CMCSA & TKO Movers
Youtube· 2025-11-13 15:00
We take a look at some of the movers here on Wall Street and I'm joined by Diane King Hall is with me and we're looking at Nike today also. I mean yesterday we were talking about on holdings and those those sneakers doing so well. Now we get Wells Fargo with a move on Nike today.>> Yeah, indeed. And adding more strength to Nike uh because it's been getting some love this week and certainly much needed given how shares have performed so far this year. So Wells Fargo becoming more bullish on Nike.They've upgr ...
Disney stock plunges as Q4 revenue misses estimates amid linear TV pressures
Yahoo Finance· 2025-11-13 14:42
Disney (DIS) stock plunged more than 8% Thursday after the company reported mixed fourth quarter results on Thursday as continued declines in its linear TV business offset strength in parks and streaming Disney reported revenue of $22.46 billion for the quarter, missing analyst expectations of $22.83 billion and coming in roughly comparable to the year-earlier period. A 6% revenue drop within the company's entertainment division, which includes its streaming, TV, and theatrical businesses, contributed to ...
X @The Wall Street Journal
The Wall Street Journal· 2025-11-13 06:04
The menu of streaming options keeps growing, and so do their price tags. But consumers are generally sticking with their subscriptions. https://t.co/fK3rEvDG27 ...
Everything You Need to Know About The Steam Frame VR Headset
CNET· 2025-11-12 18:01
We are both engineers at Valve working on the new Steam Frame headset that's going to be released early next year. This headset has a bunch of cool things. Uh first and foremost, it's very small. It's lightweight and it has a modular design.So, this is the front part. We call it the core module. This is an entire VR computer that plays your uh full catalog via streaming and then also on device.It can can play some of those as well. This is the head strap that has a battery in the rear for comfort as well as ...
Disney set to report earnings tomorrow: Tom Rogers on what to expect
CNBC Television· 2025-11-12 12:12
This is going to report quarterly results tomorrow morning. The company is in a dispute. And as you know, with YouTube TV leaving Disney owned channels The Dark on the service.Joining us now, Tom Rogers, founder, one of the founders, says it says you're the sole founder here of CNBC. Thank you for doing that. Tom, success has many lived.>> Up to the promise, Joe. >> Many, many fathers. You're also a senior advisor and a CNBC contributor.You're you're all over the place with all kinds of hats. What. This.I d ...
Top Streaming Stocks Positioned to Gain From Expanding Content Trends
ZACKS· 2025-11-11 18:31
An updated edition of the Sept. 18, 2025 article.Over the past two decades, streaming has moved from a fringe experiment to the center of the entertainment world, reshaping how audiences watch everything from daily news to premium dramas. What once felt like a convenient alternative to cable has now become the default, thanks to a mix of better technology, broader internet access and shifting consumer expectations. The momentum has also created a fertile landscape for companies like Fox Corporation (FOXA) , ...
X @The Wall Street Journal
The Wall Street Journal· 2025-11-10 23:00
Paramount reported growth from its streaming division in its first quarterly earnings report since its merger with David Ellison’s Skydance Media https://t.co/gk0X18ZBQ0 ...
Can the movie industry be saved?
Yahoo Finance· 2025-11-09 11:01
Warner Brothers Discovery swinging to a thirdarter loss, including a 6% decline in revenue, but the company confirmed plans are still on track to split into two companies by mid next year. Joining me now, senior reporter Ally Canal and Ga Raganathan, Bloomberg Intelligence senior media analyst. Ally, let's start with you.Just give us those sort of highlights of what we need to know from this report. Yeah, from the report and also the call which just wrapped up about an hour ago, as you said, Julie is still ...
Build a Streaming LangChain Agent in Next.js with useStream
LangChain· 2025-11-06 17:45
Hi there, this is Christian from Langchain. Just a couple of weeks ago, we released version one of Langchain and Lang Graph. And one of the cool features of it is that it makes it really easy to stream events and results from the agent down to any type of front end that you're using, whether it's React, Vue, or Swelt.So, in this video, I want to build a little CHPT clone that shows you how you can build and create agent right in your Nex. js application. Every longchain agent maintains a state throughout it ...
FUBO CEO on Merger with Hulu + Live TV, Opportunities Ahead
Youtube· 2025-11-04 18:00
Core Insights - Fubo has reported a strong quarterly performance and has combined with Disney's Hulu to become the second largest virtual pay TV platform in the U.S. [2][11] - The partnership with Disney is expected to drive growth through marketing within the ESPN ecosystem, programming efficiencies, and advertising collaboration [4][5][6]. Company Growth Drivers - The integration with Disney allows Fubo to access a large user base, potentially reducing subscriber acquisition costs [4]. - Programming efficiencies are anticipated to lower costs associated with subscriber-related expenses [5]. - Collaboration on advertising with Disney is expected to enhance revenue through improved CPM rates [5][7]. Strategic Focus - Fubo aims to achieve profitable scale by leveraging its unique focus on sports and expanding its product offerings [9][11]. - The company is committed to subscriber growth, improving gross margins, and focusing on net income and free cash flow over the next 12 months [15][16]. - Fubo is also looking to expand its international business, utilizing Disney's global scale [16]. Market Positioning - The streaming landscape is highly competitive, but Fubo's partnership with Disney provides a significant advantage in terms of brand recognition and market presence [8][11]. - Fubo's strategy includes offering a diverse range of products at different price points to cater to various consumer preferences [12][17]. - The company is focused on becoming a "super aggregator" in the fragmented streaming market, providing consumers with flexibility and options [17][18]. Future Outlook - Fubo anticipates continued growth in subscriber numbers and revenue, supported by the synergies from the Disney partnership [10][19]. - The company is optimistic about the evolving media landscape, with a shift towards streaming services and increased monetization opportunities [19][20].