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Find insight on Disney, Workday, Nvidia and more in the latest Market Talks covering technology, media and telecom.

Disney's flat revenue masks a 22% operating margin, while Roku's steady growth comes at just 11% — a profitability gap that reframes the growth story.

The stock is down more than 8% over twelve months despite growth in parks and streaming

Josh D'Amaro said Disney stock is down more than 8% over the past year and that he is unhappy with where it stands

During an interview with CNBC, D’Amaro said that he is “feeling pretty good” about where Disney is right now, nearly six months into his role as the company’s CEO.

The hosts of the Acquired podcast found that ESPN was the perfect multidecade funding source for acquisitions and theme parks

DIS' gaming business tops $4 billion in annual consumer spending, but can its licensing model turn gaming into a major growth engine?

Disney’s Q2 results were marked by a positive market reaction, despite missing Wall Street’s revenue and profit expectations. Management attributed the quarter’s momentum to strong performance from the Disney Experiences segment, which saw record revenue and operating income growth driven by increased attendance and higher per capita spending at domestic parks and cruise lines. CEO Josh D’Amaro emphasized that the company’s strategy of integrating creative content, technology, and fan engagement

NFLX's resilient revenues, rising margins and $3B ad opportunity support a hold despite its 20.9% YTD drop and premium valuation.

Irwin Raij, Sidley Partner & Entertainment, Sports and Media Co-Chair, joins Yahoo Finance Executive Editor Brian Sozzi to analyze the record-breaking $12.5 billion LA Lakers valuation, explaining how live sports assets defy broader market risks and what former Disney (DIS) CEO Bob Iger brings to NBA franchise ownership.

Record Experiences revenue and 28% EPS growth highlight strong quarter execution.

Disney is beginning to look at starting up FAST channels. This comes against legacy media competitors Fox (with Tubi) and Paramount (Pluto TV), which have been in the business for a number of years.

The consolidated earnings-growth metric, that management once led with, no longer opens its remarks, and the businesses the replacement metrics measure move at very different speeds.

Netflix's business is outperforming its peers, yet its stock is trailing the pack. Is the market seeing a slowdown investors are missing, or is this a classic case of price lagging behind performance.

Disney (DIS) shares climbed after the company reported fiscal third-quarter results that beat Wall Street expectations. The numbers gave investors a reason to look past a rough year for the stock. The report landed on Aug. 5. By the next afternoon, shares had risen about 2.5% to $104.31, and the ...

While the market sees a mature streaming giant, a new growth engine is quietly spooling up inside the business. The company's push into cloud games is showing remarkable traction, with monthly players having increased 11x since last October. This adoption is already outpacing the company's earlier, successful push into mobile games.

Netflix has shed more than a third of its value in a year, yet analysts keep stacking up buy ratings with price targets that sit far above Wall Street consensus. The question is whether the sell-off exposed a genuine crack or handed patient investors a rare entry point into a cash machine with an ad business barely off the launch pad.

Market Doesn’t Value Content Alone Over the past few decades, the majority of media and entertainment companies were characterized by the strength and ability of their content libraries and growth in subscribers. This framework is now evolving as streaming continues to mature and advertising becomes more data-backed. As a result, investors are now focusing on […]

Disney looks like the value play with improving fundamentals, while Netflix remains the premium-priced choice for investors who want a cleaner, more predictable streaming growth story.

Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now.

Walt Disney (NYSE:DIS) plans to turn Disney+ into an integrated fan ecosystem by 2027, expanding beyond streaming into games, merchandise, interactive experiences, and social content. The company expects Disney+ to act as a central hub connecting digital and physical fan activity, aiming for deeper engagement and lower subscriber churn. Management is preparing to bring third-party services and partnerships, including TikTok, into the platform to broaden reach and create new engagement...

The movie industry is tracking a record summer at the theaters, trailing 2013’s record domestic ticket sales by just $770 million with more weeks left to catch up.

Walt Disney stock is coming off a mixed five year stretch, with the share price down about 40%, while current valuation checks now point to something closer to a fair price than a clear bargain. Over the past five years the stock has declined about 40.2%, which means long term holders have yet to see a sustained recovery in their entry price. The push to turn Disney+ into a broader fan ecosystem with more advertising and commerce can support higher long run cash flow, while execution risk...

Chipotle has posted several quarters of revenue growth, while Disney's larger sales base shifts with seasonal swings.

Streaming customers have seen their monthly bills go in one direction for years: up. But it seems Disney (DIS) is thinking quite differently now. In its latest earnings call, Disney CEO Josh D’Amaro said the company is exploring free streaming channels that could make some of its vast entertainment ...

Walt Disney Co. is preparing to expand beyond its traditional subscription model by exploring a free, ad-supported streaming offering to reach more viewers while strengthening Disney+ and its advertising business. Disney Explores Free Streaming Option To Expand Reach The comments...

Disney's Magic Kingdom starts a popular Halloween event this weekend. There could be more surprises next weekend.

The Walt Disney Company plans to evolve Disney+ from a video platform into an integrated fan ecosystem combining games, merchandise, and interactive experiences by spring 2027, as Chief Executive Officer Josh D’Amaro declared that the entertainment giant is “just playing...

The 2026 NFL season will be the most important in ESPN's history. For the first time ever, Disney-owned ESPN will broadcast a Super Bowl, in this case LXI on February 14, 2027, as part of the new broadcast contract the league signed with ABC, where the game will also be simulcast. The Super Bowl ...

Disney just posted its fifth straight earnings beat and sent streaming profits soaring, but the stock still sits nearly 10% in the red for the year. Our model puts a specific number on where shares go from here and why Wall Street's celebration may still be underselling the real opportunity.