What's moving this stock lately
1 direct · 5 2nd-order · 0 thematicRanked by relevance and recency.
- #1Impact1.16%bullishDirectDisney Just Raised Prices Across Multiple Streaming Tiers. Here's How It Compares to Netflix and Paramount.14d ago
Direct price hikes across tiers lift streaming ARPU, and given Disney's track record of averaging a 6.6% EPS beat over the last four quarters, the move reinforces confidence in continued margin improvement.
Also named: NFLX · PSKY
- #2Impact0.65%bearish2nd-orderHow Bela Bajaria Is Turning Netflix Into A Live Events Powerhouse21d ago
Netflix's more aggressive bidding for sports rights raises acquisition costs for rivals like ESPN.
Also named: NFLX · WBD · PARA · TKO · FOXA
- #3Impact0.52%bearish2nd-orderNetflix content chief Bela Bajaria defines event strategy as streamer eyes more live sports21d ago
ESPN faces intensifying competition from Netflix and other streamers in sports-rights bidding, pressuring long-term content costs.
Also named: NFLX · TKO · FOXA · WBD
Disney's linear TV networks (ABC, cable channels) face the same structural subscriber decline pressure.
Also named: WBD · PARA · CMCSA · NFLX
- #5Impact0.42%bearish2nd-orderAmazon, Netflix, YouTube Form Coalition to Advocate for Consumer Choice in Online Content24d ago
Disney's cable networks like ESPN rely on retransmission fees and bundling; a stronger consumer-choice trend could indirectly pressure its linear TV revenue
Also named: NFLX · AMZN · GOOGL · CHTR · CMCSA
As studios pull animated content in-house, Disney—the largest animation IP holder—benefits indirectly from the broader trend toward streaming-exclusive content
Also named: PSKY · NFLX · WBD
🎯 Market expectations
Estimate coverage High · 72/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$2.06 vs $1.88+9.57%
- Mar 2026$1.57 vs $1.49+5.37%
- Dec 2025$1.63 vs $1.57+3.82%
- Sep 2025$1.11 vs $1.03+7.77%
The takeaway
Recent results have exceeded consensus by an average of +6.6%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $94.4B · latest quarter up 6.8% YoY · profitable (FY net income $12.4B) · short activity below its recent average — bears covering.
FY revenue
$94.4B
2025-09
Latest Q YoY
+6.8%
FY net income
$12.4B
Diluted EPS
$6.88
Short volume
40%
20d avg 47.4% · shorts covering
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🕰️ Price × news · analysis history
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📜 Call history (newest first
116 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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