Streaming Profitability

Business

Disney Beats Q1 Estimates, Holds Steady on Full-Year Outlook as Streaming and Parks Drive Growth

The Walt Disney Company surpassed Wall Street's revenue and earnings expectations for its fiscal first quarter, powered by strength in its streaming services and theme parks. The media giant reaffirmed its full-year forecast for double-digit profit growth, signaling confidence in its ongoing strategic transformation.

Feb 2, 2026

Business

Disney's Q1 Earnings: Theme Parks and Streaming Drive Revenue Growth, But Linear TV Weakness Weighs on Profits

The Walt Disney Company reported a 5% rise in fiscal first-quarter revenue to $26 billion, fueled by its theme parks and streaming services. However, operating profit fell 9% as challenges in its traditional TV business and rising costs offset gains.

Feb 2, 2026

Business

Disney's Leadership Crossroads: As Iger's Exit Looms, Board Weighs Future in Streaming and Parks

With Bob Iger's anticipated departure, Disney's board prepares to select a new CEO amid investor scrutiny over the company's strategic direction and recent stock performance. The decision is poised to shape priorities for its streaming services, theme parks, and content slate.

Feb 2, 2026

Business

IAS Bolsters Board with Ad-Tech Heavyweights, Signaling Streaming Ambitions

Integral Ad Science appoints Horizon Media's Bob Lord and Amazon's former video ad chief Krishan Bhatia to its board, a move analysts say sharpens its focus on the convergence of streaming, data, and advertising technology.

Feb 2, 2026

Business

Needham Backs FuboTV with Buy Rating, Sees Over 65% Upside as Live TV Streaming Gains Ground

Needham analyst Laura Martin reaffirms a Buy rating on FuboTV with a $4.25 price target, highlighting the company's strategic position as a leading live TV streaming platform amid a broader shift from traditional cable.

Jan 30, 2026

Business

Roku's Rollercoaster Ride: Is the Streaming Giant a Bargain After Recent Slide?

Roku shares have retreated from recent highs, trading around $100. With conflicting signals from valuation models, investors are weighing whether the pullback presents a buying opportunity or signals deeper challenges in the competitive streaming landscape.

Jan 30, 2026

Business

Silver's Shine Dims, But This Streaming Giant Remains a Top Bet for Investors

Despite recent volatility in silver prices, Wheaton Precious Metals' unique streaming model positions it to generate robust cash flow, making it a standout choice for exposure to the precious metal.

Feb 2, 2026

Business

G2 Goldfields Nears Profitability: Analysts Predict 2028 Break-Even for Gold Explorer

Canadian junior miner G2 Goldfields Inc. (TSX: GTWO), despite recent losses, is projected by analysts to reach profitability within two years, backed by aggressive growth forecasts and a debt-free balance sheet.

Feb 2, 2026

Business

Disney Posts Record Revenue Amid Streaming Spat, Tourism Dip; Stock Slips

The Walt Disney Company announced blockbuster quarterly earnings driven by historic box office and streaming performance, though profits were pressured by a resolved YouTube dispute, rising costs, and a broader slowdown in international travel to U.S. destinations.

Feb 2, 2026

Business

Behind Netflix's Stellar Earnings: A Looming Challenge in the Streaming Wars

Despite posting impressive revenue and subscriber growth in 2025, Netflix faces a critical headwind: its share of viewer engagement is growing at a fraction of the overall streaming market's pace, signaling intensified competition for attention.

Feb 2, 2026

Streaming Giants to Pour $14.2 Billion into Sports Rights by 2026, With Amazon Taking the Lead

A new forecast reveals streaming platforms are set to increase sports rights spending by 7% in 2026, with Amazon's Prime Video overtaking DAZN as the top investor, signaling a major shift in the battle for live sports dominance.

Feb 2, 2026

Business

Dolby Q4 Earnings: Automotive and Streaming Gains Drive Revenue Beat, But Margin Pressures Loom

Dolby Laboratories surpassed Wall Street's Q4 revenue and profit forecasts, fueled by strong growth in automotive partnerships and streaming adoption. However, a year-over-year sales decline and contracting operating margins highlight the challenges of shifting product mix and restructuring costs.

Jan 30, 2026

Business

Netflix's $82.7B Bid for Warner Bros. Discovery: A High-Stakes Gamble That Could Reshape Streaming

Netflix's unprecedented all-cash offer to acquire Warner Bros. Discovery has sent shockwaves through the media industry, setting the stage for a fierce regulatory battle and raising fundamental questions about the streaming giant's financial strategy and market dominance.

Jan 30, 2026

Business

Flagstar Bank Returns to Profitability in Q4, Charts Course for Sustained Growth

After two challenging years, Flagstar Bancorp (NYSE: FBC) reported a return to profitability in the fourth quarter of 2025, posting adjusted net income of $30 million. Executives outlined a strategic shift towards commercial lending and a strengthened balance sheet as key drivers for future performance.

Jan 30, 2026

Business

Roku's Stock Slump Sparks Valuation Debate: Is the Streaming Pioneer Now Undervalued?

Roku shares have faced sustained pressure, declining year-to-date against a backdrop of mixed long-term returns. As the stock hovers around $100, analysts are divided on whether this presents a buying opportunity or reflects deeper challenges in the competitive streaming landscape.

Jan 30, 2026

Business

H&M Rewards Shareholders with Higher Dividend and Buybacks Amid Profitability Push

H&M Group announces a proposed dividend hike for 2026 and the completion of a major share buyback, signaling confidence in its ongoing profitability turnaround even as sales face headwinds from rivals like Zara and Shein.

Jan 30, 2026

Business

Real Matters Posts Strong Q1 Growth, Returns to Profitability in Sluggish Mortgage Market

Real Matters Inc. (TSE: REAL) kicked off its 2026 fiscal year with robust double-digit revenue growth and a return to profitability, defying typical seasonal headwinds. The company's performance was fueled by market share gains, new client launches, and improved operational efficiency across its U.S. and Canadian segments.

Jan 30, 2026

Business

Bango's Turnaround: From Losses to Profitability as Capital Efficiency Rises

The UK-based payments technology firm Bango (LON:BGO) is showing early signs of a financial transformation, breaking into profitability and increasing its capital deployment. While its return on capital remains below the software industry average, the underlying trend suggests a company in the midst of a strategic pivot.

Jan 30, 2026

Business

Emma Bridgewater Sees Path to Profitability as Recovery Plan Gains Traction

The iconic pottery maker reports encouraging sales growth and a renewed focus on its craft heritage, aiming to return to profitability next year after a period of job cuts and industry-wide challenges.

Feb 2, 2026

Business

Paramount Skydance Stock: Analysts See Nearly 20% Upside Amid Streaming Subscriber Surge

Despite a cautious 'Moderate Sell' consensus, Paramount Skydance (PSKY) carries an average price target of $14.08, implying significant potential upside. The media giant's recent Q3 2025 results highlighted robust Paramount+ subscriber growth, even as investors weigh heavy content investments and integration risks.

Jan 30, 2026