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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...
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...
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...
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 ...
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 ...
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...
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...
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 ...
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. ...
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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2024-07-27 08:07:00 ET Universal Studios in Orlando is set to open a brand-new theme park called Epic Universe next year, and to say there's a lot of hype surrounding the opening would be an understatement. But in this video, longtime Motley Fool contributor Rick Munarriz and I discuss why ...
2024-07-26 07:08:00 ET I won't sugarcoat it. It's been a rough few years to be an investor in Walt Disney (NYSE: DIS) stock. However, longtime Disney investor and Fool.com contributor Rick Munarriz believes better times could be on the horizon, as he and I discuss in this video. ...
2024-07-25 06:10:00 ET Plenty of stocks have been surging this year, but others have been cast aside by investors. Semiconductor-giant Intel (NASDAQ: INTC) and entertainment juggernaut Disney (NYSE: DIS) have entirely missed out on the rally. Both stocks look like great ...