Walt Disney Stock News

Disney and YouTube TV have settled their differences, so we have peace in our time in the media business, right? Sorry, missed it by that much.

With its maiden voyage over the weekend, the Disney Destiny became the seventh cruise ship in the media giant's fleet. Disney's cruise ship business will grow from four ships to 13 between 2022 and 2031.

Disney's streaming services will have a bigger impact on the company's financials going forward. The company has a treasure chest of unrivaled intellectual property that can keep fans engaged.

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.