DIS News and Press, The Walt Disney Company From 05/29/24

2024-05-29 07:30:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...

2024-05-29 05:20:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...

2024-05-28 15:31:35 ET Summary Warner Bros. Discovery reported 1Q24 earnings, showing consistent debt reduction and improving profitability in the Direct-To-Consumer segment. The Direct-To-Consumer segment, including HBO Max, saw an increase in subscribers and revenue; I expect th...

2024-05-27 05:45:00 ET After a few years of disappointing stock performance, Walt Disney (NYSE: DIS) is looking a bit more magical these days. The stock has climbed 12% over the past year, and the company has made progress in cutting costs and boosting growth. In the most recent ear...

2024-05-26 03:45:35 ET Summary While sentiment remains low, the underlying business model remains strong with continued consumer engagement in parks, streaming services, and sports. Diversified streaming offerings across Disney+, Hulu, and ESPN create the optimal streaming package...

2024-05-25 01:46:26 ET Summary Parks/Cruises contribute more than half of earnings. A slowing economy can significantly impair earnings growth and share valuation. It will likely be a very long time until the shares reach new highs. The stock is a sell for short and medium...

2024-05-24 12:54:32 ET Summary Disney reported 2Q24 earnings, beating EPS estimates but missing revenue. Stock has dropped over 6% in the past month. Management really de-risked itself on this quarter's call after guidance disappointed investors. I think the pullback creates an op...

2024-05-24 07:37:31 ET More on Magnite Magnite: Netflix Opportunity Highlights Undervaluation Magnite, Inc. 2024 Q1 - Results - Earnings Call Presentation MGNI, VERV and GWAV among pre-market gainers Magnite Non-GAAP EPS of $0.05 beats by $0.05, revenue of $1...

2024-05-24 04:49:45 ET More on Alphabet, Meta Alphabet: Still A Hold Meta's Advantage Over Google And Amazon Meta discussing deals with publishers to train AI For better or for worse: AI is changing content licensing Gemini era: Google reveals new AI-...

2024-05-24 02:10:00 ET Summary Amid drama in the media and movie industries, this year’s box office revenue tracks below 2023’s pace. Netflix continues to dominate while other players reshuffle their teams and strategies. Life beyond markets and trading screens &...