Walt Disney Stock News

The media and entertainment conglomerate has been adding to its cruise fleet, giving investors a positive focal point in a business beset by competition, rising expenses, and inflation.

Netflix shares jumped after its 10-for-1 stock split but sank after submitting a bid on Warner Bros. Discovery. YouTube has been winning the streaming war by gaining more viewers than Netflix and Disney+ combined. As YouTube gains share, Netflix is taking action as the TV market consolidates. Netflix's growth comes at a steep premium, and downward earnings revisions are on the rise.

Disney shares have been hurt by the company's shifting strategy in recent years. Thanks to its streaming operations and experiences segment, the company is now poised to succeed.

Shares of Disney have trailed the market over the past one, three, and five years. Trade tensions and a poorly received theatrical slate have held the stock back this year.

Disney will spend $24 billion on content in fiscal 2026, up $1 billion from last year and split about 50-50 between sports and entertainment, said CFO Hugh Johnson. Going forward, “I think that that mix is likely to hold reasonably well.

NBC will now have Sunday Night Baseball from 2026 to 2028. ESPN opted out of its Sunday Night Baseball rights earlier this year.

Major League Baseball on Wednesday announced three-year media rights deals with Netflix , NBCUniversal and ESPN.

Doubt has been cast on the accuracy of Disney's documents after it emerged that the revenue of its theme parks division hit the lowest level of the year during the summer season for the past two years running despite claims in its filings that it generally increases in that period.