If you want to watch all the NFL games or at least have access to them, I think you have to spend about a thousand bucks um just to have access to the various streaming services because of certain games that are exclusive. Does the consumer at some point get priced out here. >> Well, just on on NFL since you raised it, you the the traditional ecosystem, whether it's it's it's Comcast or Charter or a digital MVPD, uh still has a ton of value as I said before.On top of that, you would have to be a member of A ...

New streaming services from Disney’s ESPN and Fox Corp. launched Thursday, making their cable networks’ offerings available for a monthly subscription for the first time https://t.co/RmWZidodmc ...

Core Insights - Roku Inc is set to release its second-quarter report on July 31, with Wall Street anticipating advertising growth due to partnerships with Airbnb, Amazon, and Adobe, projecting revenue of $1.07 billion, an 11% increase year-over-year [1] Group 1: Stock Performance - Roku has seen a year-to-date increase of 24.2%, recovering from early-April lows, with support at the 20-day moving average since late May, and the stock was up 2.2% at $92.33 [2] - Historically, Roku stock has finished higher in only three of the last eight post-earnings sessions, with a notable 14.1% gain in February [4] Group 2: Analyst Sentiment - Analysts are increasingly optimistic ahead of the earnings report, with several bullish notes issued this month; of the 30 analysts covering the stock, 10 maintain a "hold" or worse rating, while the 12-month consensus price target aligns closely with current levels, indicating potential for further optimism if earnings exceed expectations [4] Group 3: Short Interest - Short interest in Roku has been gradually decreasing but still represents 5.7% of the stock's available float, which could provide tailwinds for the stock [5]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Currently, the company has a market capitalization of $13 billion. Over the past twelve months, revenue reached $4.3 billion, but it suffered operational losses totaling $-204 million along with a net income of $-106 million. Much will hinge on how the results compare to consensus expectations, but understanding historical trends could increase the odds in your favor if you are an event-driven trader. There are two ways to approach this: familiarize yourself with historical probabilities and position yourse ...

Core Insights - Roku Inc (NASDAQ: ROKU) has received an upgrade from Keybanc to "overweight" from "sector weight," with a price target set at $115, citing budgeting and advertising updates as potential growth drivers [1] - Piper Sandler has also increased its price target for Roku from $65 to $84, indicating positive market sentiment [1] Stock Performance - Roku's stock initially reached $91.66, its highest level since February, but has since consolidated below $90, currently trading at $89.33 [2] - The stock has increased by 70% since its low of $52.43 in April and is up 19% year-to-date [2] Short Selling and Options - Short interest in Roku has decreased by 16.6% over the past two reporting periods, with 7.67 million shares sold short, representing 6% of the stock's total float [3] - The current Schaeffer's Volatility Index (SVI) for Roku is 41%, placing it in the 1st percentile of its annual range, suggesting low volatility expectations among options traders [3]

Core Insights - The stock market is experiencing a dual trend of excitement around artificial intelligence (AI) and stock splits, with stock splits gaining significant attention [1][2] Stock Split Overview - A stock split allows a company to adjust its share price and outstanding share count without affecting its market capitalization or operational performance [2] - Reverse splits are generally viewed negatively by investors, often associated with struggling companies trying to avoid delisting [3] - Forward splits are favored by investors as they make shares more affordable, potentially leading to better operational performance [5] Historical Performance - Companies that have executed forward splits since 1980 have averaged a 25.4% return in the year following the announcement, significantly outperforming the S&P 500's 11.9% average return over the same period [6] Potential Candidates for Stock Splits - Costco and Netflix are being considered as potential candidates for stock splits in 2025, with Costco's share price nearing $1,000 and Netflix's around $1,300 [8][10] - Both companies have not conducted a stock split in many years, raising investor interest [9][10] Costco's Position - Costco's management does not currently see the necessity for a stock split, citing the prevalence of fractional-share purchases as a reason [12][14] - The company will continue to evaluate the situation but has no immediate plans for a split [13][15] Netflix's Position - Netflix is unlikely to announce a stock split due to the high percentage of shares held by institutional investors (80.2%), who do not require lower nominal prices [17][18] - Retail investor ownership at nearly 20% is not low enough to create urgency for a split, unlike other companies with even lower retail ownership [19]

Group 1: Netflix - Netflix reported a revenue increase of 12.5% year over year to $10.5 billion in the first quarter, with earnings per share rising 25% to $6.61 and free cash flow at $2.7 billion, up 24.5% from the previous year [2][4] - The company has successfully increased its prices, demonstrating strong brand power and resilience against competition in the streaming industry [4][7] - Netflix estimates a $650 billion revenue opportunity in the streaming market, significantly larger than its trailing-12-month revenue of $40.2 billion [5][6] - The company aims to capture 10% of its total addressable market, which could lead to substantial revenue growth through 2035 by focusing on creating popular content [6][7] - Despite challenges, Netflix has shown consistent performance and is considered a worthwhile investment even after recent stock price increases [8] Group 2: Roku - Roku's platform serves as a hub for accessing major streaming services, generating most of its revenue from advertising [9] - The company experienced a 16% year-over-year revenue increase to approximately $1 billion in the first quarter, with streaming hours rising to 35.8 billion [10] - Roku remains unprofitable but has improved its net loss per share to $0.19 from $0.35 in the prior-year quarter [10] - A partnership with Amazon will enhance advertising capabilities, providing access to 80 million households in the U.S. and over 80% of the connected TV market [11][12] - Roku's focus on expanding its audience in international markets has led to a decline in average revenue per user (ARPU), but long-term profitability is expected as monetization efforts ramp up [13] - The stock is considered a good investment for the next decade, with $5,000 allowing for the purchase of 56 shares [14]

Economic Overview - U.S. consumers have regained confidence in the economy following a trade truce between the United States and China, leading to a sharp market rebound [1][2] - Consumer confidence jumped to 98 in May, up 12.3 points from April, significantly exceeding the consensus estimate of 87 [4] - The present situation index increased by 4.8 points to 135.9, while the expectations index surged by 17.4 points to 72.8 [5] Consumer Sentiment - Positive sentiment is attributed to the easing of trade tensions, with 44% of investors believing stocks will rise over the next 12 months, a 6.4% increase from April [5][6] - The labor market outlook improved, with 19.2% expecting more job availability in the next six months [5] Stock Recommendations - Recommended consumer discretionary stocks include Netflix, Inc. (NFLX), JAKKS Pacific, Inc. (JAKK), Kontoor Brands, Inc. (KTB), Fox Corporation (FOX), and Charter Communications, Inc. (CHTR) due to positive earnings estimate revisions [2][3] - Each of these stocks carries a Zacks Rank 2 (Buy) or 1 (Strong Buy) [3] Company Insights - **Netflix, Inc. (NFLX)**: Expected earnings growth rate of 27.7% for the current year, with a 3% improvement in earnings estimates over the past 60 days [8][9] - **JAKKS Pacific, Inc. (JAKK)**: Expected earnings growth rate of 12.7%, with a 3.1% improvement in earnings estimates [10][11] - **Kontoor Brands, Inc. (KTB)**: Expected earnings growth rate of 9.6%, with a 2.9% improvement in earnings estimates [12][13] - **Fox Corporation (FOX)**: Expected earnings growth rate of 32.36%, with a 2% improvement in earnings estimates [14] - **Charter Communications, Inc. (CHTR)**: Expected earnings growth rate of 13.2%, with a 4.5% improvement in earnings estimates [15][16]

Summary⚈ Disney surpasses Q2 2025 expectations with strong EPS and revenue growth.⚈ Disney’s full-year profit guidance was raised to $5.75, signaling significant YoY growth.⚈ Analysts cut 12-month price targets despite strong earnings, with mixed outlooks.Investment banking giants and Wall Street firms have revised their outlooks on Disney stock (NYSE: DIS) following the company’s Q2 2025 earnings call on May 7.The entertainment powerhouse reported earnings per share (EPS) of $1.45, outpacing expectations o ...