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 ...

Nike - Wells Fargo upgraded Nike to overweight from equal weight, raising the price target from $60 to $75, indicating a potential double-digit upside from current levels [2][4] - After three years of negative earnings revisions, visibility is improving, with profits and margins appearing to bottom out, setting the stage for a turnaround [3][4] - Wells Fargo expects Nike's earnings cycle to turn positive in the next 6 to 9 months, with sales stabilizing and margins recovering, raising EPS forecasts to $1.70 for fiscal year 2026 and $2.40 for fiscal year 2027, with a bullish case of up to $3 [4] Comcast - Comcast plans to relaunch the NBC Sports Network in the fall, reviving its former sports cable network to carry sports content available on Peacock, including NBA games, Big 10 football, and Premier League Soccer [6][7] - This strategy contrasts with the trend of cord-cutting, as Comcast is leaning into both streaming and traditional cable for sports content [7] Dollar Tree - Goldman Sachs downgraded Dollar Tree from buy to sell, with a new price target of $103, reflecting concerns about lower-income consumers preferring other discount retailers [11][12] - The downgrade indicates that the upside for Dollar Tree shares is becoming more challenging [12]

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 ...

Market Trends - Streaming options are increasing in number and price [1] - Consumers are generally maintaining their streaming subscriptions [1]

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 ...

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 ...

Industry Overview - Streaming has transitioned from a niche option to a dominant force in entertainment, driven by technological advancements, wider internet access, and changing consumer preferences [2] - The streaming revenue is projected to reach approximately $190 billion by 2029, supported by an estimated 2 billion paid global subscriptions, with ad-supported and hybrid tiers expanding the market [4] - Live sports, interactive viewing, and strategic partnerships are becoming key differentiators in the streaming landscape, indicating ongoing growth potential in the sector [5] Fox Corporation - Fox Corporation's streaming strategy began with the acquisition of Tubi for about $440 million in 2020, which has since become a crucial part of its digital strategy [7] - Tubi achieved quarterly profitability in Q1 of fiscal 2026, with a 27% revenue growth driven by an 18% increase in viewership, validating its business model [8] - Tubi aims for a long-term margin of 20-25% and is expected to grow its user base to over 100 million monthly active users, benefiting from younger audiences favoring free streaming [9] - With Tubi's profitability, Fox can invest more in content and personalized advertising tools, marking a shift from early-stage expansion to execution [10] fuboTV - fuboTV launched in 2015, focusing on live sports for cord-cutters, and has evolved into a comprehensive live TV streaming service [11] - The platform has improved its technology for better speed and video quality, enhancing viewer engagement and positioning itself as a primary TV source [12] - fuboTV's content mix has improved, now including major networks like ESPN and ABC, which boosts subscriber satisfaction [13] - The company is focused on long-term margin expansion through smarter content agreements and automation, with significant potential for ad revenue growth [14][15] Roku - Roku began as a streaming device manufacturer in 2008 and has since developed into a full streaming platform that integrates content distribution, advertising, and subscription services [16] - The platform's scale allows for expanded monetization through advertising and services, with a strong growth trajectory in ad revenue [17][18] - Roku is enhancing its user experience with AI-driven recommendations and an expanding lineup of original content, contributing to its subscription revenue growth [19] - The company anticipates double-digit revenue growth and improved operating margins in the coming years, solidifying its position in the streaming market [20]

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 ...

Warner Brothers Discovery (WBD) Strategic Outlook - WBD is still planning to split into two companies by mid-2026, but is open to strategic alternatives including a potential sale of the entire company or parts of the business [2] - Potential bidders include Netflix, Paramount, and Comcast, with Netflix likely only interested in the studio side and Paramount reportedly interested in acquiring the entire company [3][4] - A decision on whether to sell the business or commit to the split is expected by Christmas [7] Financial Performance & Business Segment Analysis - WBD swung to a $148 million loss on $9 billion in revenue, compared to a profit one year ago [6] - Movie revenue increased by 74% due to films like Superman and The Conjuring, but this was not enough to offset losses on the TV side [5] - Network revenue dropped 23%, with advertising down double digits [5] - The studio and streaming businesses are progressing well and are considered the value drivers for WBD [8] - The TV networks business is generating approximately $6-7 billion in EBIDA, but with a lower valuation multiple, while the studio and streaming assets are expected to generate nearly $4 billion in EBIDA with a higher valuation multiple [9] - WBD plans to build a new standalone US sports streaming app and retool CNN into a global digital subscription platform [7] Potential Synergies & M&A Considerations - A Comcast combination with WBD's studio unit could result in $3-5 billion in synergies or cost savings [10] - Paramount is seen as potentially benefiting the most from acquiring the entire company, while Netflix is seen as having the least upside from acquiring the studio [11][13] - The non-film business of WBD, while challenged, still generates a significant amount of cash, with 70% of WBD's total EBIDA expected to come from the TV networks this year [17] Industry Trends & Economic Factors - The entertainment industry in LA County has lost 41,000 jobs in recent years, and further consolidation could exacerbate this [21] - Lack of a national policy on film rebates and subsidies in the US makes it difficult to compete with other countries [25] - Georgia has lost 50% of its production since 2022, representing $2 billion in direct economic activity [27] - The Chinese market, once a golden goose for Hollywood, now accounts for only 5% of revenues [32]

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 ...