Core Viewpoint - Spotify has joined the trend of entrepreneur-run companies transitioning to a co-CEO model, following Netflix and Oracle [1] Company Summary - Spotify's decision to appoint co-CEOs reflects a broader shift in leadership structure among tech companies [1] - This move may indicate a strategy to enhance collaboration and innovation within the company [1] Industry Summary - The trend of co-CEOs in the tech industry suggests a growing recognition of the complexities of managing large organizations [1] - This leadership model could influence other companies in the sector to consider similar structural changes [1]

Core Insights - Disney experienced a significant loss of over 1.7 million paid subscribers across its streaming platforms, including Disney+, Hulu, and ESPN, following the suspension of late-night host Jimmy Kimmel, marking a 436% increase in subscriber churn compared to the baseline [1][11]. Subscriber Impact - The cancellations occurred over a six-day period from September 17 to September 23, coinciding with the controversy surrounding Kimmel's comments on the assassination of conservative activist Charlie Kirk [1][2]. - Social media users shared screenshots of their subscription cancellations, indicating a strong public reaction to Disney's decision [2]. Kimmel's Suspension and Backlash - Kimmel's suspension led to accusations of government-imposed censorship from Hollywood creatives, labor unions, and media figures [6]. - Following the backlash, Disney reached an agreement to reinstate Kimmel, although Sinclair and Nexstar initially refused to air the show, affecting its availability to a significant portion of the audience [6][7]. Viewership Trends - Kimmel's return to the airwaves initially garnered record ratings, with 6.5 million viewers for the first episode, but viewership dropped significantly to 2.3 million by the following Thursday, representing a 64% decline [8]. - The show also saw a drastic decrease in key demographics, losing 73% of viewers aged 25-54 and 18-49 within 48 hours of its return [10]. Pricing Changes - Concurrently, Disney announced upcoming price increases for its streaming services, with the Disney+/Hulu bundle rising from $11 to $13, and Disney+ Premium increasing from $16 to $19 [12]. - The ad-supported Disney+ plan will increase from $10 to $12, while Hulu + Live TV with ads will see the largest jump from $83 to $90 [13].

We came across a bullish thesis on Fox Corporation on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on FOX. Fox Corporation's share was trading at $55.43 as of September 23rd. FOX’s trailing and forward P/E were 11.29 and 13.50 respectively according to Yahoo Finance. Copyright: wihtgod / 123RF Stock Photo Tubi, Fox Corporation’s wholly owned free, ad-supported streaming service (FAST), has demonstrated notable growth, with its viewership share reac ...

Core Points - FuboTV Inc. has received shareholder approval for its transaction with The Walt Disney Company to combine its business with Hulu + Live TV [1] Group 1 - The transaction was approved at a special meeting of Fubo's shareholders [1] - The deal is still subject to regulatory approval [1]

Accessibility StatementSkip Navigation More than 150 new 'Stranger Things'-inspired items arrive at Target starting in October including apparel, accessories, food and beverages, home, collectibles and more Target will debut a dedicated in-store and online shopping destination for fans, launching with 'Stranger Things', to explore must-haves in one easy-to-shop space Target's national marketing campaign will feature 'Stranger Things' talent with a throwback to 1980's nostalgia including in-store activatio ...

Group 1 - The S&P 500 is currently trading at a price-to-earnings ratio of 28, significantly above its historical average, indicating a potential risk of a market bubble forming [1] - Many stocks, particularly those benefiting from artificial intelligence trends, are vulnerable to a market pullback, but Netflix is positioned to perform well regardless of market conditions [2][4] - Netflix has shown strong growth and resilience, having overcome previous subscriber declines and now benefiting from a diversified revenue stream primarily from international markets [5][6] Group 2 - The introduction of an ad-supported subscription tier in late 2022 is expected to double advertising revenue this year, providing a lower-cost option for price-sensitive consumers [6] - Despite a high price-to-earnings ratio of 55, Netflix has multiple growth avenues, including price increases, expanding international subscriber reach, and selling more ad inventory [7] - The company's global diversification limits its sensitivity to any single region, making it less vulnerable to economic fluctuations [5]

Key Points Disney is increasing prices for most of its premium streaming services on Oct. 21. The flagship Disney+ offering without ads will cost $18.99 a month, a 172% increase from its original 2019 price point. The pricing decisions are making it more cost-effective to bundle services or to pay up for an ad-free tier. These 10 stocks could mint the next wave of millionaires › You can't say you didn't see this coming. Walt Disney (NYSE: DIS) is increasing prices for its premium streaming servic ...

Walt Disney said Tuesday it will raise prices for its flagship Disney+ streaming service in the US next month, as the entertainment giant pushes to bolster profits from its digital platforms.Starting Oct. 21, the ad-supported Disney+ plan will increase by $2 to $11.99 per month, while the ad-free premium tier will rise $3 to $18.99 a month. Annual premium subscriptions will jump $30 to $189.99.Prices will go up starting Oct. 21. It’s the fourth straight year Disney has raised prices. HTGanzo – stock.adobe.c ...

Disney on Tuesday unveiled price increases for its streaming subscription packages beginning Oct. 21.The standalone Disney+ ad-supported plan will see a $2 increase to $11.99 per month, while the premium no-ads plan will jump $3 to $18.99 per month or get a $30 annual hike to $189.99 per year.The Disney+ and Hulu ad-supported package will increase by $2 per month, and both of the bundles with Disney+, Hulu and ESPN will see a $3 monthly increase. The packages with Disney+, Hulu and HBO Max will also both in ...

Some Disney subscribers may see the price of their streaming plans increase next month. The media giant said it plans to raise the price of select Disney+ subscriptions, including the entry-level plan, by $2 to $3 starting October 21. The change is also set to impact bundle deals with other streamers like ESPN, Hulu, and more. ...