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Disney's retained earnings outlook is encouraging, says Rosenblatt's Barton Crockett
CNBC Television· 2025-11-13 20:29
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 ...
Needham's Laura Martin on what she is watching in Disney earnings Thursday
CNBC Television· 2025-11-12 22:24
And now let's find out what to watch for in those Disney numbers tomorrow morning. Joining us now is Laura Martin. She's NEM's senior internet and media analyst.Has a buy rating and $125 price target. Laura, good to see you. I think it's been three and a half years since Disney last saw 125 and it was on the way down.So what's it going to take to to get it comfortably above that level. >> Um it's going to take moderating losses at linear networks. it's going to take really strong experiences or let's call i ...
X @Bloomberg
Bloomberg· 2025-08-08 10:20
They may be the “most hated group on the internet," but this cohort of grown-ups also keeps theme parks alive https://t.co/6VKUV9qQdG ...