Key Takeaways FOXA posted fiscal Q2 adjusted EPS of 82 cents, beating estimates, while revenues climbed 2% Y/Y to $5.18B.FOXA's distribution revenues rose 4% Y/Y, driven mainly by growth in Cable Network Programming fees.FOXA saw adjusted EBITDA fall 11.4% as expenses rose and the Television segment's profitability weakened.Fox Corporation (FOXA) reported second-quarter fiscal 2026 adjusted earnings of 82 cents per share, which beat the Zacks Consensus Estimate by 74.47%. The figure decreased 14.6% year ove ...

Group 1: Disney - Disney has appointed Josh D'Amaro as the new CEO, effective March 18, succeeding Bob Iger. D'Amaro has nearly three decades of experience at Disney and previously chaired the experiences division, which recently achieved $10 billion in quarterly revenue for the first time [2][5] - Disney's stock has declined over 40% in the past five years, contrasting with the S&P 500's increase of over 80% during the same period [5] Group 2: Chipotle - Chipotle's shares fell more than 5% after reporting a decline in traffic for the fourth consecutive quarter, with same-store sales down 1.7% in 2025, marking its first annual drop since 2016. The company anticipates flat same-store sales in 2026 [3][4] - Over the last 12 months, Chipotle's shares have decreased nearly 33%, prompting the company to introduce "protein cups" and slow down price increases to attract customers [4] Group 3: Novo Nordisk - Novo Nordisk expects a decline in sales and profit growth this year, leading to a drop of over 14% in U.S.-listed shares, marking the worst day in about six months. The forecast is impacted by a deal with the Trump administration to cut prices and loss of exclusivity for its drugs [10][11] - CEO Mike Doustdar indicated that the company's situation may worsen before it improves, contributing to the negative outlook [11] Group 4: Eli Lilly - Eli Lilly's shares rose more than 8% in premarket trading after exceeding analyst expectations in the fourth quarter. The company also provided a stronger-than-anticipated full-year revenue outlook, driven by high demand for its drugs Zepbound and Mounjaro [12]

Core Insights - Disney's studios are responsible for 37 out of 60 films that have grossed at least $1 billion, representing over 60% of all billion-dollar films [1] - The film "Zootopia 2" has grossed $1.7 billion, making it the highest-grossing animated film of all time, contributing to Disney's cumulative box office sales of $6.5 billion in 2025, its third-best year [2] - Disney has a strong film lineup for 2026, including "Toy Story 5" and "Avengers: Doomsday," indicating continued box office success [3] Film and Streaming Impact - Recent blockbusters like "Zootopia 2" and "Avatar" are not yet available on Disney+, but they are still driving viewership and engagement [4] - Older films in these franchises are contributing to increased streaming hours, with streaming revenue rising by 11% year over year in the first quarter [5] - The success of "Zootopia 2" is also benefiting Disney's parks, with attractions like Zootopia Land in Shanghai drawing significant visitor interest [6] Business Strategy - Disney effectively leverages its successful film franchises across multiple revenue streams, including streaming, consumer products, and theme park experiences, outperforming other media companies in this regard [7] - Despite a solid earnings report, Disney's stock saw a decline, presenting a potential buying opportunity for investors amid ongoing transitions in the media landscape [8]

Disney veteran Josh D'Amaro will take over as CEO in March as investors look for the stock to gain momentum.It's official: The Walt Disney Company (DIS 0.22%) veteran Josh D'Amaro will succeed Bob Iger as CEO on March 18 of this year. The first time Iger left the company in 2020, he handed the reins to a handpicked choice in Bob Chapek. The Chapek era proved tumultuous for the company, and the board ultimately fired Chapek. His tenure lasted less than three years, and Iger came back to right the wayward shi ...

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Core Viewpoint - The transition of leadership at Disney, with Josh D'Amaro taking charge, highlights the increasing importance of the parks division, which has become the main profit driver for the company, contributing approximately 60% of profits compared to 30-35% a few years ago [4][21]. Group 1: Leadership Transition - Josh D'Amaro's appointment as CEO is seen as a strategic move to emphasize the parks business, which is critical for Disney's future profitability [5][21]. - Bob Iger's decision to step down earlier than expected signals a desire for a clean transition, allowing D'Amaro to establish his own strategy without lingering influence [7][25]. - Dana Walden's new role as Chief Creative Officer is significant, as she brings valuable connections to Hollywood, although her lack of parks experience is noted [8][22]. Group 2: Business Performance and Strategy - The parks division is expected to drive growth, with a $60 billion capital expenditure investment planned, and new cruise capacity anticipated to contribute 40% of growth by fiscal 2026 [12][13]. - Despite recent volatility in attendance and macroeconomic challenges, the long-term outlook for Disney remains positive due to its diversified portfolio and ongoing international expansions, such as the opening of the World of Frozen in Disneyland Paris [16][17]. - The company is navigating the transition from traditional pay television to streaming, with a focus on improving profitability in the streaming segment, which is crucial for future growth [31][33]. Group 3: Market Position and Valuation - Disney's stock performance has been stagnant over the past decade, primarily due to the decline of traditional media, but the company is now positioned for potential revaluation as it shifts focus to growth-oriented segments [29][34]. - The parks and experiences segment is viewed as a stable profit generator, while the entertainment side is seen as shrinking, necessitating a strong performance in experiences for overall success [21][22]. - The company is expected to face short-term headwinds, such as dips in domestic tourism, but the long-term growth potential remains robust [34].

Several senators, both Republicans and Democrats, expressed concern at the Judiciary Committee hearing about the market power of a Netflix-Warner tie-up. ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. Just now to go now until the closing bell on stocks, they are falling as investors digest the flood of earnings and there's a big rotation out of tech.But first, we're diving into the latest in Disney's long awaited succession plan. Disney making it official. Company naming Josh Dearo, its next CEO taking over for Bob Iger later this year.Tomorrow oversees the parks and cruises business which has been a key profit d ...

>> BLOOMBERG TECH IS LIVE FROM COAST-TO-COAST WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. >> THIS IS BLOOMBERG TECH. PALANTIR SHARES RISING AFTER THE COMPANY EXCEEDED WALL STREET EXPECTATIONS WITH ITS REVENUE FORECAST. >> AND DISNEY PARKS CHIEF WILL SUCCEED BOB IGER AS CEO. OUR CONVERSATION WITH THE DISNEY CHAIRMAN ABOUT THE NEWS LATER THIS HOUR. >> ELON MUSK IS COMBINING SPACEX AND XAI VALUING THE ENTITY AT $5.2% TRILLION. >> WE ARE BACK TO THE NORMAL STATE OF PLAY. STOCKS, BOND AND DOLL ...

Core Insights - Disney's first-quarter earnings for 2026 exceeded expectations, with revenue of $25.98 billion and adjusted earnings per share (EPS) of $1.63, surpassing analyst estimates [1][1][1] - The company's Experiences unit, which includes theme parks, reported over $10 billion in quarterly revenue for the first time [1][1][1] - Despite strong first-quarter performance, Disney's second-quarter forecasts indicate modest operating income growth for theme parks due to a decline in international tourist visits to the U.S. [1][1][1] Financial Performance - Disney's first-quarter revenue was $25.98 billion, above the expected $25.74 billion [1][1] - Adjusted EPS was $1.63, exceeding Wall Street's estimate of $1.57 by 6 cents [1][1] - The Experiences unit's revenue surpassed $10 billion for the first time, contributing significantly to overall earnings [1][1] Box Office and Streaming Success - Disney's box office hits, Zootopia 2 and Avatar: Fire and Ash, each grossed over $1 billion globally [1][1] - ESPN, Disney's sports channel, captured more than 30% of all sports viewership across networks, indicating strong performance in streaming services [1][1] Challenges Ahead - The forecast for the second quarter suggests modest growth in theme park operating income, attributed to reduced international tourist visits [1][1] - CEO Bob Iger noted that international visitors typically stay in Disney hotels less frequently, prompting a shift in marketing efforts towards a domestic audience [1][1] - Factors contributing to the decline in foreign tourism include immigration policies and tariffs under the previous administration [1][1]