Our call of the day is Disney and it got upgraded today to buy from hold. Uh the target 144 from 100 at Jeffre obviously blew by the 100. Um four primary reasons, Jimmy.Okay. Y uh limited risk of a parks shutdown, more positive on cruise upside, continued direct to consumer margin expansion, and we view the next six months of content and sports slate favorably. That's a that's a pretty good lineup.Um, and I agree with it all. Let's start with I'm going to lump the parks and the cruises together. That's the ...

>> We have a new best stock in the market according to Josh Brown on his list. It's Disney. How did this make the cut.>> Yeah I was very surprised myself. You know one of the reasons why we keep this list is so that rather than just accept what the narratives are, just generally speaking on social media or in the media, we can see what's going on with our own two eyes and what's actually working. And this is a big surprise for me.Seven entertainment industry stocks are now on the list. Disney is one of them ...

Core Insights - Streaming services have surpassed the combined share of broadcast and cable TV viewing for the first time, representing 44.8% of total TV viewership in May 2024 [2][10] - The growth of streaming has been significant, with a 71% increase over the past four years, while broadcast and cable viewing have declined by 21% and 39%, respectively [2][4] Streaming Growth Factors - The rise of streaming is attributed to three main factors: the popularity of free ad-supported streaming TV (FAST) channels, the growth of YouTube, and the adaptation of legacy media companies to cater to streaming-centric consumers [4][8] - In May 2021, only five streaming platforms exceeded 1% of total TV viewing, but this number has increased to 11 platforms as of the latest report [4] Popularity of Free Streaming Options - Free channels like Pluto TV, Roku Channel, and Tubi accounted for 5.7% of total TV viewing in May, surpassing any individual broadcast network [5] - YouTube has seen a remarkable 120% increase in viewership since 2021, representing 12.5% of all television viewing in May, marking its highest share to date [6][7] Transformation of Traditional Media - Traditional media companies are increasingly transforming into streaming-first entities, with platforms like Hulu, Paramount+, and Peacock complementing linear TV rather than competing with it [8] - Major media companies are undergoing restructuring, with Warner Bros. Discovery planning to separate into a streaming and studios company and a global networks company, while Comcast is spinning off most of its NBCUniversal cable network portfolio [9] Subscription Service Performance - Netflix has emerged as the leading paid subscription service, with a 27% increase in viewing over the past four years, maintaining its position as the top provider in total TV usage [10]

Happy World Ocean Day. For those of you who have a passion for the ocean like me, welcome to Ocean Explorer, which is a vehicle that we have for exploring the ocean. We're headed to the United Nations Ocean Conference in France, where people will be gathering, world leaders, explorers, scientists to protect the ocean and also to explore it and understand it.And if you're excited about the ocean, I'd like to recommend that you see our series called Ocean Explorers on Disney Plus. I think it's going to thrill ...

Altice USA (ATUS) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Greetings, and welcome to the Altice USA Q1 twenty twenty five As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Sarah Friedman, Vice President of Investor Relations. Speaker1 Thank you. Welcome to the Altice USA Q1 twenty twenty five earnings call. We are joined today by Altice USA's Chairman and CEO, Dennis Matthew and CFO, Mark Sarota, who together will take you through the presentation ...