Core Insights - Walt Disney is undergoing a significant transformation in the media industry, with its linear TV business declining as streaming services gain dominance. Despite challenges, Disney's streaming business is performing well, and the company continues to lead at the box office with several potential blockbusters planned for 2026. However, the future of the movie theater business remains uncertain [1][9]. Group 1: Company Performance - Disney's experiences segment, which includes its parks and cruise ships, generated $36 billion in revenue and nearly $10 billion in operating profit in fiscal 2025, showcasing the strength of its intellectual property and franchises like Marvel and Star Wars [5]. - The stock is currently trading at around 17 times fiscal 2025 earnings, with expectations of double-digit EPS growth in fiscal 2026 and 2027, indicating that the valuation may be attractive given the value of Disney's media properties [7]. Group 2: Industry Context - The media industry is shifting, with streaming services becoming increasingly important, which may pressure Disney's results in the near term. However, the company has a history of adaptation and is expected to navigate these changes successfully [6][9]. - Warner Bros. Discovery, a competitor, is likely to be acquired for at least $72 billion, highlighting the value of content and intellectual property in the industry, which is a strong point for Disney as well [4].

Please let your Needham salesperson know if you would like to attend. For more information, please visit https://www.needhamco.com/conferences/28th-annual-needham-growth-conference/ About CuriosityStream Inc. CuriosityStream Inc. is the entertainment brand for people who want to know more. The global media company is home to award-winning original and curated factual films, shows, and series covering science, nature, history, technology, society, and lifestyle. With millions of subscribers worldwide and tho ...

Roku, Inc. (NASDAQ:ROKU) is one of the stocks Jim Cramer shed light on. A caller inquired after Cramer’s thoughts on the stock, and he replied: “I like it, okay? It’s got a lot of… positive chatter about the numbers. It’s just been going up, up, and up, and I think it makes sense because that’s where the advertisers want to be.” Stock market data. Photo by Photo by Alesia Kozik Roku, Inc. (NASDAQ:ROKU) provides a TV streaming platform that lets users access shows, movies, news, and sports. Additionall ...

The last 25 years have brought us the smartphone, streaming video, and Elon Musk. Not to mention that AI and whatever it has in store. Our colleague Caroline Hyde guides us on our journey in tech. -Y2K, the millennium bug, the accident that never happened. We suddenly had this fear that as the celebration moved from 99 to 00, computer systems wouldn't work, but hundreds of millions of dollars were spent putting plans in place. -There will be some Y2K glitches somewhere. -We went from wired to wireless i ...

YouTube will now be the streaming host of the Oscars starting in 2029. This I just get such a kick out of this because like I I did this big story about YouTube for its 20th anniversary which was earlier this year. And one of the things they're very honest about is that a a big next moment for YouTube is going to be to start winning some of these big Hollywood awards.Like it has the audience. They got on the Neielson ratings which was a huge deal and a real sort of legitimacy thing. They have all the advert ...

So, one of the biggest TV moments of the year is not going to be on TV, at least not your traditional linear TV, is we're learning today that the Oscars are shifting to streaming. They're going to be on YouTube starting in 2029. That is a big deal. That is historic.ABC's been broadcasting the Oscars since the 70s, although NBC was the OG. We did the first Oscars broadcast back in 1953, but honestly, for all those decades, it's been on broadcast TV, at least till now, or a couple years from now. So, why is t ...

No doubt that Netflix trades at premium multiples. Its trailing price-to-earnings ratio is about 39 times, well above the media and tech median of 17 times. Enterprise-value-to-EBITDA is roughly 14 times versus a sector median of around 9 times, and price-to-sales runs about 9.4 times compared with a typical 1.2 times. So currently, Netflix looks expensive relative to peers and the broader market.Valued at about $430 billion by market cap, Netflix’s share price climbed modestly in 2025. After an early-year ...

The Zacks Audio Video Production industry participants like Sony Group Corporation (SONY) , Dolby Laboratories, Inc. (DLB) and Sharp Corporation (SHCAY) are likely to benefit from investments in cutting-edge technology solutions that drive enhanced communication experiences. Streaming, creator content, gaming and AI-powered tools are reimagining value creation across the industry. Rapid technological advances, such as 4K, 8K and immersive audio formats, are boosting demand for new devices, which bodes well ...

today. I want to leave you with a new way of imagining yourself. See, I don't think the biggest threat to our future is AI. I think the biggest threat is our inability to imagine the future.Studying past collapses and successes leaves with me with a couple of questions like how come Netflix made it so good while Blockbuster couldn't make it. Why did Facebook take over the world but MySpace, who was first, collapsed. And how come Spotify saw the future, invested in it, and record labels chose to fight it ins ...

The world's best streaming stock is up 701% in 10 years.Netflix (NFLX 1.49%) deserves credit for spearheading the world's shift away from cable TV and toward streaming. It's the leader in that market, with a global presence, massive user base, pricing power, and sizable profits.Should you invest $100 in this dominant streaming stock, which trades 29% below its peak (as of Dec. 12), right now? Netflix is an expensive stockThis stock has performed exceptionally well in the past, soaring 701% over the trailin ...