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Today, July 17, 2026, the streaming giant's guidance miss triggered a stock slide as investors reassess near-term growth momentum.

Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss itself.

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Netflix's shares tumbled 9.2% before the bell on Friday following another weaker-than-expected earnings forecast from the streaming ‌major, deepening doubts about its ability to sustain growth ‌momentum. While the company has gone beyond its traditional subscription-driven model, relying on advertising, live ​content and price hikes to boost revenue per user, it has been locked in a battle for user attention with traditional media such as Walt Disney and social media such as YouTube. "The story lacks excitement," said Jeffrey Wlodarczak, analyst at Pivotal Research ⁠Group.

Disney is quietly considering offering a new free streaming option in response to shifting consumer behavior. The company, which owns streaming services Disney+, Hulu, and ESPN, recently saw revenue increase across all three platforms after raising subscription prices in October. In the first ...

When Universal Studios or Walt Disney bases a ride on popular intellectual property, they run the risk of not meeting the expectations of that property's hardcore fanbase. That's something Disney largely escaped with its Star Wars: Galaxy Edge lands. The company intentionally created a new setting ...

Marvel Comics is leaving its New York home of nearly 90 years for Burbank, home to Disney and Marvel Studios.

With the stock out of favor, investors are focused on slowing sales growth, but they may be missing the more powerful story of how efficiently Netflix is compounding profit per share.

The company has historically declined to break out financials for its ships—but the numbers can be found via a mysteriously named shell company that does not use the “Disney” name.

With its share price down some 20% so far this year and off more than 40% from a peak last summer, Netflix is hoping for a turnaround story.

Walt Disney (DIS) closed the most recent trading day at $97.15, moving +1.34% from the previous trading session.

Lengths span anywhere from seven to 30 days in different markets.

Netflix shares have cratered over 40% in the past year while the business quietly grew revenue and raised its cash flow outlook, creating a disconnect that has our model flashing a buy signal at an unusually high confidence level heading into tomorrow's earnings.

The director has assembled a huge cast of A-listers for the film, which is projected to bring in up to $125 million in domestic ticket sales on its opening weekend.

The Walt Disney Company (NYSE:DIS) is one of the 8 Worst Blue Chip Stocks to Buy Now. On July 10, 2026, Business Insider’s James Faris reported that The Walt Disney Company (NYSE:DIS) is exploring making some Disney+ content available without a paywall, citing two people familiar with the matter. Faris said product and tech chief […]

Inflation cooled sharply in June as oil prices eased, boosting hopes for lower rates and spotlighting AOUT, DIS, MCFT, SHOO, LION.

The House of Mouse has been a disappointing investment, with the stock down 47% in the past five years.

Netflix (NFLX) will report its second quarter earnings results on Thursday after the closing bell. Globalt Investments senior portfolio manager Thomas Martin and Sevens Report Research founder Tom Essaye chat with Yahoo Finance Executive Editor Brian Sozzi about why Netflix isn't a compelling buy in the media/entertainment space.

The options market is pricing a sizable range of outcomes for the streaming giant, and if you hold the shares, you are already exposed to that full, two-sided potential.

Trading near its 52-week low, Netflix stock has struggled to gain momentum ahead of its Q2 report on Thursday, July 16.

After a steep slide, the global entertainment giant looks cheap next to the market, forcing investors to decide if the discount is an opportunity or a warning sign.

Analyst Steven Cahall argues licensing its IP would generate more than $15 billion annually

Netflix is facing a host of challenges as it prepares to report its second-quarter results late Thursday.

Netflix's streaming dominance faces off against Disney's unmatched entertainment empire.

Analysts argue licensing Disney's content library could unlock value while maintaining an overweight rating despite a lower price target.

TTD is riding connected TV momentum as advertisers embrace data-driven campaigns, with premium publishers and AI helping expand its long-term growth opportunity.

In recent days, Walt Disney’s live-action remake of “Moana” topped the domestic box office but opened below earlier expectations, intensifying scrutiny of its financial impact given sizable production and marketing costs. At the same time, Wall Street debate has sharpened over whether Disney should exit direct-to-consumer streaming and refocus on content creation and licensing, highlighting shifting views on how best to leverage its intellectual property. Against this backdrop, we’ll examine...

Disney, Sphere, Lionsgate, Align and Reservoir have been highlighted in this Industry Outlook article.

Carr expressed his views on the Paramount-Warner Bros. Discovery merger, antitrust concerns and Disney’s DEI-related investigations.

Industry analysts are publicly questioning Walt Disney's core business model, focusing on its balance between streaming and content licensing. Wells Fargo and others are discussing a possible shift away from direct streaming distribution toward content creation and licensing. Benchmark is calling out ESPN's changing role as both a key opportunity and a potential source of risk for the company. For investors watching NYSE:DIS, this debate comes at a time when the stock is trading around...