Disney and YouTube TV are heading towards a possible blackout, with millions of viewers at risk of losing access to ABC, ESPN, and other Disney-owned channels. The existing distribution agreement between the two media giants is set to expire on 30 October at 11:59 p.m.
The long-anticipated collision of two media heavyweights over pay-TV distribution terms is near at hand, with Disney on Thursday warning YouTube TV viewers that its networks could vanish next week. The companies' existing distribution agreement expires at midnight ET next Thursday, October 30.
Disney began running public messages to YouTube TV subscribers warning them of a potential black out. YouTube TV wants more favorable terms to carry Disney's networks given its recent growth.
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of The Walt Disney Company (NYSE: DIS) breached their fiduciary duties to shareholders. If you currently own Walt Disney stock and acquired shares on or before December 10, 2020, you may be able to seek corporate governance reforms, the return of funds back to the co...
Disney (DIS) is upgraded to a Buy, reflecting strong free cash flow growth, improving DTC profitability, and robust performance in sports and theme parks. DIS expects continued subscriber gains and double-digit EPS growth, and I see a pivotal year ahead, supported by expanded margins, deals and operational improvements. Macro tailwinds like potential for more US rate cuts and resilient consumer...
DIS is pursuing a unified streaming bundle of Disney+, Hulu, and ESPN+ to create a competitive moat and boost retention. DIS has achieved direct-to-consumer profitability, is expanding ESPN's digital offerings, and continues to grow revenue and margins, supporting a bullish outlook. A reasonable forward P/E target of 21.8x and EPS estimate of $6.48 yield a price target of $141.26, implying near...
The Walt Disney Company's tactical leveraging of exclusive Taylor Swift content on Disney+ could offset recent subscriber churn and reinforce its streaming position. Box office performance remains volatile, but Disney's IP synergy and park experiences should continue to drive brand engagement and stabilize DIS revenues. Park pricing strategies are expected to stabilize Experience revenue throug...
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