In a rapidly evolving digital landscape, Netflix and Roku stand out not just as market leaders, but as platforms with significant runway for monetization and market share gains, presenting compelling long-term investment cases.
As Lucky Strike (NYSE:LUCK) prepares to release its Q4 results, investors are weighing its recent outperformance against a history of revenue misses and a slumping stock price. Here's the breakdown ahead of the bell.
A wave of subscription increases from Netflix, Disney, Apple, and others is forcing consumers to rethink their streaming budgets, with ad-supported tiers and strategic bundling emerging as key cost-saving strategies.
Buoyed by robust demand for its image sensors and PlayStation games, Sony Group reported an 11% jump in quarterly profit and raised its full-year outlook, signaling resilience across its diverse entertainment and electronics portfolio.
Elon Musk has consolidated his space exploration and artificial intelligence ventures, merging SpaceX and xAI in a landmark transaction that creates a single entity valued at approximately $1.25 trillion. The move signals a strategic pivot to intertwine AI development with interplanetary ambition, though it raises immediate questions about regulatory oversight and market concentration.
After a two-year succession saga, Disney's board has chosen theme parks veteran Josh D’Amaro as its next CEO, while Dana Walden ascends to a powerful new creative role. The decision aims to balance operational expertise with Hollywood relationships as the entertainment giant navigates a complex future.
As Tapestry prepares to release its fourth-quarter results, investors are watching to see if the parent company of Coach, Kate Spade, and Stuart Weitzman can sustain its track record of exceeding revenue expectations in a challenging retail environment.
After a 28-year ascent through Disney's ranks, Josh D'Amaro, the architect behind the company's blockbuster theme park expansions, has been tapped to become the next Chief Executive Officer, marking a pivotal leadership transition for the entertainment giant.
As Josh D'Amaro officially takes the helm at The Walt Disney Company, succeeding Bob Iger, details of his executive compensation package—including a multimillion-dollar base salary and substantial long-term incentives—have been disclosed. The financial terms set the stage for a new chapter at the entertainment giant.
The Walt Disney Company’s board has unanimously selected longtime executive Josh D’Amaro to succeed Bob Iger as CEO in March 2026, while also promoting Dana Walden to a key creative leadership role, marking a definitive transition plan for the entertainment giant.
As Disney navigates a transformative deal with OpenAI and intensifying competition, financial experts debate whether the entertainment giant's stock presents a buying opportunity or warrants caution in the current economic climate.
The Walt Disney Company has named Josh D’Amaro, the executive behind its lucrative parks and cruises division, as its next chief executive. The move seeks to solidify leadership after Bob Iger's return from a failed succession plan, placing a seasoned operations leader at the helm of the global entertainment giant.
The Walt Disney Company has disclosed the compensation details for its new CEO Josh D’Amaro and President Dana Walden, revealing potential annual packages nearing $38 million and $24 million respectively as the entertainment giant completes its leadership transition.
Bank of America has upgraded Comcast (CMCSA) to 'Buy' and raised its price target to $37, citing the media giant's strategic reorganization and potential to shed a long-standing 'conglomerate discount' as it prepares NBCUniversal for new partnerships or a sale.
Amidst significant share price volatility, investors are scrutinizing whether Capri Holdings' portfolio of Versace, Jimmy Choo, and Michael Kors is fundamentally undervalued or facing sustained headwinds. Our analysis delves into the valuation gap and the challenges ahead.
Disney shares fell sharply after the company flagged weakening attendance from overseas guests at its U.S. theme parks, a crucial profit driver, alongside softer results in its TV and film division. The dip comes amid a broader slowdown in travel to the United States and as the entertainment giant prepares for a pivotal CEO transition.
The Walt Disney Company (NYSE:DIS) reported stronger-than-expected fourth-quarter revenue of $25.98 billion, a 5.2% year-over-year increase, with adjusted earnings per share also surpassing analyst estimates. The results highlight resilience in its Experiences and Entertainment segments amid ongoing industry challenges.
The Walt Disney Company exceeded Wall Street expectations in its fiscal first quarter, delivering robust results across its entertainment, experiences, and streaming divisions as longtime CEO Bob Iger prepares to hand over the reins later this year.
Former House Speaker Nancy Pelosi has sold between $1 million and $5 million worth of Disney shares, a move that spotlights the entertainment giant's struggle to navigate declining linear TV revenues and intense streaming competition, even as its parks and direct-to-consumer segments show resilience.
The audio entertainment company shows promising signs of sustainable growth, with its return on capital employed climbing into positive territory after years of losses. Analysts are watching to see if the trend can offset broader investor concerns.
