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DIS News and Press, The Walt Disney Company From 12/28/23

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Company Name: The Walt Disney Company
Stock Symbol: DIS
Market: NYSE
Website: thewaltdisneycompany.com

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DIS - Cord-Cutting And Pay-TV Collapse: The Other Shoe That Could Still Drop, And Hit Fox Hardest

2023-12-28 20:24:02 ET Summary Linear TV advertising is expected to hold steady at $66 billion despite the decline in linear TV viewership and the rise of streaming, a fundamentally irrational allocation of marketing funds. Fox is most exposed to a sudden correction towards ration...

DIS - Netflix Releases Useless Data, But Still Considered The Gold Standard

2023-12-28 10:30:00 ET Summary Why Dan Rayburn calls Netflix's recent data release useless. The numbers do not offer meaningful insights into the business, such as completion rates and unique viewers. Despite its flaws, Netflix remains the industry's gold standard due to its r...

DIS - I Hate to Say It, but Disney Shouldn't Reinstate Its Dividend

2023-12-28 07:05:00 ET Disney (NYSE: DIS) did something important recently. It declared a dividend for the first time since the payment was eliminated during the early days of the coronavirus pandemic. There are a few big takeaways, but I can't help but think the company should have...

DIS - Amazon Prime is getting ads. How does it stack up versus the other streamers?

2023-12-27 13:59:02 ET More on Amazon Amazon: Path To $220 In 2024 Amazon: Time To Load Up Why Amazon Will Come Out Ahead In The Generative AI Race Anthropic eyes over $850M in annualized revenue rate by end of 2024 - report Amazon gets FDA letter on ...

DIS - 24 global single name stock longs for 2024 - Morgan Stanley

2023-12-27 11:59:35 ET More on iShares MSCI World Index ETF: U.S. equities continue to lead the world in inflows, China sees large outflows Stocks over bonds as the year ends Dividend scorecard for iShares MSCI World Index ETF For further details see: 24 ...

DIS - The New Year Is Here and Disney Has an Exciting Present for Shareholders

2023-12-27 07:00:00 ET A number of companies have moved on from the pandemic's challenges to reach new heights. Rough times have a way of separating great companies from merely good ones, and although no one is asking for difficulties, these moments can often strengthen a business for the b...

DIS - BUZZ Investing: Stock Markets Rally As Fed Signals End To Rate Hikes

2023-12-27 00:01:00 ET Summary Market participants are increasingly factoring in the likelihood that the current series of rate hikes has concluded, with the Fed ‘dot plot’ of forward policy rate projections reinforcing that view and forecasting 75 bps of interest rate c...

DIS - Disney and Reliance Industries merge Indian businesses

2023-12-26 09:13:06 ET More on Disney Disney: Direct-To-Consumer Is On The Path To Generate Profitability. Time To Buy Exciting Time For Streaming Sports, But Broadcast + Pay TV Aren't Dead - Dan Rayburn Disney: Stellar Turnaround In Action Disney's Zootopia ...

DIS - Warner Bros. As A Speculative Buy, Merger Or No Merger

2023-12-25 19:44:34 ET Summary Wall Street analysts have a mostly negative reaction to the possible merger between Warner Bros. and Paramount Global. Both Warner Bros. Discovery and Paramount Global have seen significant declines in their shares since April 2022. Warner Bros. ...

DIS - Disney: Direct-To-Consumer Is On The Path To Generate Profitability. Time To Buy

2023-12-25 06:51:19 ET Summary Disney reported a 5% revenue growth in Q4 FY23, with their Direct-to-Consumer business showing strong year-over-year growth of 13.2%. The company expects their Direct-to-Consumer business to achieve profitability in Q4 FY24, aided by their diverse ar...

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