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06.08.25 - 21:01
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Disney Grows on New Theme Park and Streaming Deal | Open Interest 8/6/2025 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller, Katie Greifeld and Sonali Basak on "Bloomberg Open Interest." Disney posted strong earnings driven by its theme park and streaming platform while battling a tough climate for TV and movies. Analysts say Disney's strong content pipeline positions it for even stronger growth in the streaming business, particularly after ESPN and NFL ink a new deal to bring live sports to streaming. President Trump plans to announce that Apple will commit to spending another $100 billion on domestic manufacturing. MNTN beat estimates in its first public earnings report, its CEO says streaming is poised to expand. And Tanger CEO Stephen Yalof joins Open Interest to discuss consumer demand in shopping centers. (Source: Bloomberg)...
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06.08.25 - 16:01
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Disney Earnings: Pay TV Weakness Overshadows Strength In Parks & Streaming (ZeroHedge)
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Disney Earnings: Pay TV Weakness Overshadows Strength In Parks & Streaming
Disney shares are trading lower in premarket following Q3 results that were broadly in line but revealed underlying softness. The company raised full-year adjusted EPS guidance to $5.85 (from $5.75), ahead of the Bloomberg Consensus $5.77 estimate. While adjusted EPS of $1.61 beat consensus ($1.46), investor sentiment was dampened by continued deterioration in the conventional entertainment TV segment, which posted a sharp year-over-year decline. The theme here is that this segment-level weakness overshadowed strength in parks and streaming.
Data compiled by Bloomberg shows Disney's revenue rose 2.1% year-over-year to $23.68 billion in the quarter ended June 28, in line with consensus estimates. Adjusted earnings came in at $1.61 per share, topping the Bloomberg Consensus estimate of $1.46.
Overshadowing Disney's strong performance in its theme parks and streaming businesses was a sharp decline in conventiona...
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06.08.25 - 15:48
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Hong Kong′s Peninsula Hotels sees surge in ′bleisure′ travellers (SCMP)
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Hong Kong has welcomed a new wave of travellers combining business and leisure, who have revitalised the city's luxury hotel sector, according to Benjamin Vuchot, the executive director and CEO of Hong Kong and Shanghai Hotels (HSH), operator of The Peninsula Hotels.
“The opportunity is primarily driven by business trips, but it evolves into leisure as well,” Vuchot said in an interview with the Post on Wednesday. “That's a very important trend from a growth perspective.”
He noted that what......
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06.08.25 - 15:25
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Disney Beats Profit Estimates on Streaming, Parks (Bloomberg)
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Walt Disney Co. saw better-than-expected third-quarter earnings on the strength of continued growth at its parks and streaming business, while income from conventional entertainment TV fell 28% and the Disney film studio suffered a loss. Richard Greenfield partner and analyst: media & technology at Lightshed Partners examines the results....
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06.08.25 - 12:48
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ESPN to Buy NFL Network, Other League Media Assets (Bloomberg)
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The National Football League is selling most of its media businesses to Walt Disney Co. in exchange for a 10% stake in the ESPN sports networks. The assets include NFL RedZone and the NFL Network cable channel, plus, Disney will also get to air more NFL games. Geetha Ranganathan of Bloomberg Intelligence has more. (Source: Bloomberg)...
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06.08.25 - 11:24
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Disneys ESPN to acquire NFL media assets in major deal (CNBC)
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Walt Disney's ESPN has reached a landmark deal with the National Football League to acquire NFL Network and other media assets from the league in exchange for the NFL taking a 10% equity stake in the sports network, the parties said on Tuesday....
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