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Disney's retained earnings outlook is encouraging, says Rosenblatt's Barton Crockett
Published: November 13, 2025 by: CNBC Television
Sentiment: Positive
CNBC's Julia Boorstin and Barton Crockett, Rosenblatt Securities senior analyst, joins 'The Exchange' to discuss Disney's quarterly earnings results, what investors are looking for from Disney and much more.
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The Walt Disney Company (DIS) Q4 2025 Earnings Call Transcript
Published: November 13, 2025 by: Seeking Alpha
Sentiment: Neutral
The Walt Disney Company ( DIS ) Q4 2025 Earnings Call November 13, 2025 8:30 AM EST Company Participants Carlos Gomez - EVP, Treasurer & Head of Investor Relations Robert Iger - CEO & Director Hugh Johnston - Senior Executive VP & CFO Conference Call Participants Benjamin Swinburne - Morgan Stanley, Research Division Steven Cahall - Wells Fargo Securities, LLC, Research Division Robert Fishman - MoffettNathanson LLC Jessica Reif Cohen - BofA Securities, Research Division Michael Morris - Guggenheim Securities, LLC, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division John Hodulik - UBS Investment Bank, Research Division Kutgun …
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Suh: DIS Streaming Momentum Strong, Live TV & IPs Offer Wide Growth Runway
Published: November 13, 2025 by: Schwab Network
Sentiment: Positive
Walt Disney (DIS) sold off to six-month lows following its earnings, but Kenneth Suh sees strong momentum when it comes to its streaming platform. He sees Disney emphasizing live TV as the main catalyst, though he points to the company's treasure chest of IPs adding to avenues of profitability.
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Top Stock Movers Now: Cisco Systems, Walt Disney, Sealed Air, and More
Published: November 13, 2025 by: Investopedia
Sentiment: Negative
Major U.S. equities indexes fell Thursday, a day after President Donald Trump signed a funding bill to end the longest federal shutdown in U.S. history. Technology shares dragged the Nasdaq down nearly 2%, while the S&P 500 and Dow Jones Industrial Average were also lower.
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Sports Rights Will Cause $1B Bump In Disney Content Spending Next Year
Published: November 13, 2025 by: Deadline
Sentiment: Neutral
Disney will be increasing its overall content spending by $1 billion to $24 billion in fiscal 2026, largely due to growth in the cost of rights for marquee sports like the NBA. The company disclosed the projection during its fiscal fourth-quarter earnings release.
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Inflation Numbers Not Released at Announced Slot
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Neutral
Inflation Numbers Not Released at Announced Slot.
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Disney shares plunge 9% as ABC's ‘World News Tonight' ratings tank amid YouTube TV dispute
Published: November 13, 2025 by: New York Post
Sentiment: Negative
The Walt Disney Co. said it is digging in for a lengthy standoff with Google-owned YouTube TV over carriage fees — stoking investor fears over the Mouse House's struggling TV business and sending its stock plunging more than 9%.
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Guggenheim's Michael Morris: Here's what to make of Disney's latest quarter
Published: November 13, 2025 by: CNBC Television
Sentiment: Neutral
Michael Morris, Guggenheim Securities entertainment and media analyst, joins CNBC's 'Squawk on the Street' to discuss his reaction to Disney's latest quarter, expectations for the business, and much more.
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Disney-YouTube TV Contract Dispute Drags On Despite CEO's Wish for a 'Timely' Resolution
Published: November 13, 2025 by: CNET
Sentiment: Negative
YouTube TV's customers have been unable to watch ABC, ESPN and other Disney channels for two weeks. Could a resolution come this week?
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Disney didn't mention 'diversity' in its annual report for the first time since 2019
Published: November 13, 2025 by: Business Insider
Sentiment: Neutral
Disney didn't mention "diversity" in its annual report for the first time since 2019. The company revamped its DEI initiatives earlier this year, amid Trump's second term.
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Disney Isn't Thinking In Basis Points Anymore — It Wants Margins In 'Chunks'
Published: November 13, 2025 by: Benzinga
Sentiment: Positive
Walt Disney Co (NYSE: DIS) CEO Bob Iger spent most of the third quarter earnings call on Thursday walking analysts through Disney's streaming, sports and studio momentum — but the line that stopped the room cold came from CFO Hugh Johnston, who told Wall Street the company isn't chasing incremental efficiencies anymore. "We're looking to gain margin in chunks, not in basis points," he said.
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Disney shares slide on revenue miss, earnings top estimates
Published: November 13, 2025 by: Proactive Investors
Sentiment: Negative
Walt Disney Co (NYSE:DIS, ETR:WDP) shares fell almost 9% after the entertainment giant posted mixed financial results for the fiscal fourth quarter. Disney reported revenue of approximately $22.46 billion, below analyst expectations of $22.75 billion.
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Disney CFO Says Streaming Business Is Expected to Grow by Double Digits
Published: November 13, 2025 by: Bloomberg Markets and Finance
Sentiment: Positive
Disney says sales fell short of Wall Street expectations in the fourth quarter but earnings beat estimates. CFO Hugh Johnston says the company is investing heavily in streaming, films and TV.
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Disney (DIS) Reports Q4 Earnings: What Key Metrics Have to Say
Published: November 13, 2025 by: Zacks Investment Research
Sentiment: Positive
Although the revenue and EPS for Disney (DIS) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
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Here's why Disney stock is crashing today
Published: November 13, 2025 by: Finbold
Sentiment: Negative
Walt Disney (NYSE: DIS) shares are down 8% on Thursday, November 13, following mixed fourth-quarter results.
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Disney Sees Potential in AI for Disney Plus Games and Short-Form Content
Published: November 13, 2025 by: CNET
Sentiment: Positive
Disney has commenced the process for fully integrating Hulu into the Disney Plus streaming app, and while that's underway, CEO Bob Iger sees potential in artificial intelligence use on the platform. During the Walt Disney Company's fourth-quarter earnings call on Thursday, he discussed how the unified app can serve as a "portal" for all of Disney's offerings by leveraging AI technology.
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CFO Says Disney Has No M&A Plans, Pokes Rivals For Splitting Assets — “What You Do When You Don't Have A Great Business”
Published: November 13, 2025 by: Deadline
Sentiment: Positive
Disney chief financial officer Hugh Johnson said the company will be sitting out this round of industry M&A. On a conference call with analysts and an interview with CNBC Thursday morning, the executive said CEO Bob Iger spent decades building up the business, which is set with what it has.
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ESPN Streaming Step-Up Going “Extremely Well,” With 80% Of Subscribers Also Taking Disney+ & Hulu, Bob Iger Says
Published: November 13, 2025 by: Deadline
Sentiment: Positive
ESPN's launch last August of a beefed-up direct-to-consumer streaming service has been “a real success for a number of reasons,” Disney CEO Bob Iger told Wall Street analysts Thursday.
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Disney+ Exploring “Game-like Features” On Streaming Service
Published: November 13, 2025 by: Deadline
Sentiment: Positive
Disney+ subcribers could be getting to grips with “game-like features” in the not too distant future, and it has artificial intelligence (AI) to thank, according to Bob Iger.
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5 Things to Know Before the Stock Market Opens
Published: November 13, 2025 by: Investopedia
Sentiment: Negative
Stock futures are slightly lower after the Dow Jones Industrial Average closed above 48,000 for the first time; President Donald Trump signed funding legislation to reopen the government through January, ending the 43-day shutdown; Walt Disney (DIS) shares are lower after the entertainment giant posted weaker-than-expected quarterly revenue; Cisco (CSCO) shares are soaring after the networking company's results topped Wall Street estimates; and Sealed Air (SEE) shares are moving higher on a report the packaging firm could be taken private. Here's what you need to know today.
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Walt Disney Stock Eyes Steep Drop on Revenue Whiff
Published: November 13, 2025 by: Schaeffers Research
Sentiment: Negative
The shares of Walt Disney Co (NYSE:DIS) are down 5.7% before the open.
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Disney (DIS) Climbs in Pre-Market After Mixed Q4 Results
Published: November 13, 2025 by: 24/7 Wall Street
Sentiment: Positive
Disney (NYSE: DIS) beat earnings expectations this morning but missed on revenue, a split result that underscores the tension between the company's recovery momentum and its struggle to grow the top line.
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There Are Non-AI Stocks Worth Buying. Start With This List.
Published: November 12, 2025 by: Barrons
Sentiment: Positive
Bank of America came up with 16 names that investors should consider buying. Renaissance Macro threw out a couple of sector ideas, too.
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Streaming Prices Are Soaring—and Consumers Are Still Paying
Published: November 12, 2025 by: WSJ
Sentiment: Positive
The menu of options for how to watch shows and movies without cable continues to grow—as do their price tags. But viewers have generally been sticking with their subscriptions.
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Disney's fight with YouTube TV is tied for its longest blackout ever — and faces a big test on Thursday
Published: November 12, 2025 by: Business Insider
Sentiment: Negative
Disney's fight with YouTube TV is on day 13, matching its longest carriage dispute in history. Standoffs between media companies and TV providers typically don't last long.
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Disney extends CFO Johnston's employment contract
Published: November 12, 2025 by: Reuters
Sentiment: Positive
Walt Disney has extended the employment contract of CFO Hugh Johnston by about two years as the media company undertakes a sweeping overhaul of its operations, with a renewed focus on its streaming business.
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Disney's blackout with YouTube TV sparks punishing $30M in weekly losses for Mouse House: analysts
Published: November 11, 2025 by: New York Post
Sentiment: Negative
The blackout has left ESPN, ABC and other Disney-owned channels unavailable to YouTube TV's estimated 10 million subscribers.
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Why Walt Disney (DIS) is a Top Momentum Stock for the Long-Term
Published: November 11, 2025 by: Zacks Investment Research
Sentiment: Positive
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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Disney-YouTube TV Battle Highlights Huge Changes In Media Business
Published: November 11, 2025 by: Forbes
Sentiment: Neutral
It is now a week since Disney and YouTube TV's carriage negotiation battle resulted in Disney pulling the ABC broadcast network and Disney networks such as ESPN and Disney Channel from YouTube TV subscribers. It's tempting to simply say “it's just like the old days of cable-broadcaster fights and it'll all work out like usual.
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Disney's Q4 Earnings Coming Up: Time to Buy, Sell or Hold the Stock?
Published: November 10, 2025 by: Zacks Investment Research
Sentiment: Negative
DIS' streaming gains and strategic initiatives show promise, but parks' softness warrants caution. Hold existing positions ahead of the fiscal fourth-quarter results.
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About The Walt Disney Company (DIS)
- IPO Date 1957-11-12
- Website https://www.thewaltdisneycompany.com
- Industry Entertainment
- CEO Josh D'Amaro
- Employees 231000