Netflix and Warner Brothers both have streaming services, but they are very complementary. In fact, 80% of HBO MAX subscribers also subscribe to Netflix. We will give consumers more content for less.This deal keeps one of the most iconic Hollywood studios healthy and competitive. Warner and Netflix together will create value for consumers, more opportunities for the creative community and more American jobs. ...

Bob Iger loves Disney even more than he loves being its CEO. That was the message from Disney board chairman James Gorman on Tuesday, as the company announced that Josh D'Amaro would succeed Iger in the CEO slot.Iger will step down on March 18, more than nine months before his contract expires, to make room for incoming CEO D'Amaro and soon-to-be president Dana Walden. After D'Amaro takes charge, Iger will remain a strategic advisor and board member through the end of the year. Iger's decision to leave ea ...

This is not an operations job. Uh this is an operations and a creative job. It's telling stories that create incredible experiences for everybody who goes through those gates or gets on one of the ships.And and he is he is incredibly capable at doing that. So I've always said what you look for in cos is not just what they've done that's important, but it's what they're capable of doing. You know, I tell the story I I ran Morgan Senny for 14 years.I'd never been a trader. I'd never been a banker. uh you know ...

分组1 - Palantir reported a strong quarter with bookings up 130%, marking its highest revenue growth rate in a decade, driven by both commercial and government sales [3][4] - The company provided full-year sales guidance nearly a billion dollars above consensus estimates, with operating margin and free cash flow guidance also exceeding expectations [4] - Despite Palantir's success, other software stocks like Salesforce and SAP did not see similar positive trading reactions, indicating that the growth story is specific to Palantir [4] 分组2 - PayPal's stock suffered after missing earnings expectations and providing a poor outlook for the year, leading to the replacement of CEO Alex Chris with Enrique Lores [5][6] - Lores is expected to implement aggressive cost-cutting measures and focus on regaining market share against competitors like Stripe and Affirm [6][14] - PayPal is generating $6 billion in free cash flow and plans to buy back $6 billion in stock, which could lead to a significant reduction in shares outstanding over the next year [18][22] 分组3 - Disney appointed Josh D'Amaro as its new CEO, replacing Bob Iger, which is viewed positively by shareholders due to D'Amaro's successful track record in the parks business [8][9] - The parks and experiences segment has the highest return on invested capital among Disney's business lines, and D'Amaro is expected to expand investments in this area [9][10] - The market reacted with slight pressure on Disney's stock as investors digested the leadership change and its implications for the company's future [13] 分组4 - Snowflake announced a $200 million partnership with OpenAI to integrate advanced AI models into its platform, alongside the launch of a new AI coding agent called Cortex Code [36][47] - Cortex Code aims to enhance productivity by automating tasks related to data management, significantly reducing the time required for debugging and application development [38][43] - The collaboration with OpenAI and other AI providers is expected to unlock enterprise value and improve customer outcomes through innovative data solutions [48][52]

Disney just named parks chief Josh Dearro as the entertainment giant's next CEO. Demarro, a 28-year Disney veteran, will succeed longtime CEO Bob Iger, who called him quote, "an exceptional leader and the right person for the job." The parks division has been hitting records, generating 36 billion dollars in Disney's fullear 2025 results alone, even as global travel and streaming remain uneven. Then. ...

LUDLOW. ED: WELCOME TO OUR BLOOMBERG TELEVISION AND RADIO AUDIENCES AROUND THE WORLD. AFTER A THREE-YEAR SEARCH, DISNEY'S BOARD AND ITS CHAIRMAN JAMES GORMAN HAVE NAMED A SUCCESSOR JOSH D'AMARO, PROMOTED FROM PARKS CHIEF TO SUCCEED BOB IGER IN MARCH OF THIS YEAR.MR. GORMAN JOINS US NOW. GOOD MORNING, MR.GORMAN. THANK YOU FOR YOUR TIME. LET'S START WITH A SIMPLE QUESTION.WHY JAMES D'AMARO. JAMES: IT IS JOSH D'AMARO. GOOD MORNING, ED.HE IS A FANTASTIC EXECUTIVE. HE IS STRATEGIC. HE HAS RUN A HUGE OPERATION, O ...

Core Insights - Madison Square Garden Entertainment (MSGE) reported revenue of $459.94 million for the quarter ended December 2025, marking a year-over-year increase of 12.9% and an EPS of $1.94 compared to $1.56 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $450.19 million by 2.17%, while the EPS fell short of the consensus estimate of $2.35 by 17.45% [1] Revenue Breakdown - Arena license fees and other leasing revenue reached $35.16 million, surpassing the estimated $30.89 million by two analysts, reflecting a year-over-year increase of 17.9% [4] - Revenues from entertainment offerings totaled $360.45 million, significantly exceeding the two-analyst average estimate of $265.91 million [4] - Food, beverage, and merchandise revenues were reported at $64.32 million, slightly below the estimated $65.41 million, but still showing an 8.4% increase compared to the previous year [4] Stock Performance - Shares of MSG Entertainment have returned +14.1% over the past month, outperforming the Zacks S&P 500 composite's +1.8% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Well, hats off to you, James. Your stock went from 35 to 89 during the period you ran. I was uh recommending your stock the whole time.Now, Disney uh is unchanged in 10 years. When a stock is unchanged over a 10-year period, isn't it time. Maybe you guys discussed, you got Mary Bar in there.I mean, you had total hitters discussed that maybe something is very wrong with the company itself that it could be unchanged for 10 years. We've seen many companies advance during that period, make shareholders a lot of ...

Julia Borston joins us right now with some breaking news. Julia, good morning. >> Breaking news from Disney.Josh Dearo, who had been head of the parks division, is being named the next CEO of the Walt Disney Company. Dana Walden, who is co-chair of the entertainment group, is becoming president and chief creative officer. This was announced today um as of a unanimous vote held on Monday.Um and uh Disney Experiences chairman Josh becoming chief executive officer. Um this will this is effective as of the annu ...

Breaking news from Disney. Josh Dearo, who had been head of the parks division, is being named the next CEO of the Walt Disney Company. Dana Walden, who is co-chair of the entertainment group, is becoming president and chief creative officer.This was announced today um as of a unanimous vote held on Monday. Um and uh Disney Experiences chairman Josh becoming chief executive officer. Um this will this is effective as of the annual meeting on March 18th.he will succeed CEO Bob Iger. Um um tomorrow is also goi ...