-
Netflix 'The Ultimate Beneficiary' Of Streaming Shift: Analyst Highlights Subscription Price Increase As Big Catalyst
Wednesday, February 28, 2024 - 4:13pm | 569Streaming giant Netflix Inc (NASDAQ:NFLX) ended the fourth quarter (Q4) with 260.28 million global paid subscribers. An analyst sees a pending price increase for subscribers in 2024 as a potential catalyst. The Netflix Analyst: UBS analyst John Hodulik maintains a Buy rating on Netflix and raises...
-
UBS Upgrades Disney On Streaming Strength, Valuation
Friday, January 22, 2021 - 10:55am | 248The direct-to-consumer space is likely to continue gaining strength and Walt Disney Co (NYSE: DIS) seems well positioned to achieve a scale similar to Netflix Inc (NASDAQ: NFLX), according to UBS. The Disney Analyst: John Hodulik upgraded the rating for Disney from Neutral to Buy, while...
-
Disney's Business Hit Hard By The Coronavirus: Is Now A Buying Opportunity For The Stock?
Wednesday, May 6, 2020 - 11:14am | 720Walt Disney Co (NYSE: DIS) shares bounced on Wednesday after the company reported mixed fiscal second-quarter earnings on Tuesday afternoon. Disney said parks and cruise operating income plummeted 58% in the quarter, but coronavirus (COVID-19) shelter-in-place measures also significantly boosted...
-
Disney Analyst Downgrades Stock, Projects Parks Won't Reopen Until 2021
Monday, April 20, 2020 - 10:49am | 450Walt Disney Co (NYSE: DIS) shares traded lower on Monday after one analyst said COVID-19 headwinds are simply too strong to ignore. The Disney Analyst UBS analyst John Hodulik downgraded Disney's stock from Buy to Neutral and cut his price target from $162 to $114. The Disney Thesis Hodulik...
-
Disney Had The Content, But The Media Giant Is Now Proving It Can Build A Streaming Service
Wednesday, February 5, 2020 - 1:41pm | 924Wall Street applauded late last year when Walt Disney Co. (NYSE: DIS) quickly signed up 10 million subscribers for its new Disney+ streaming service. Tuesday's encore presentation brought a standing ovation. Disney's announcement that it had more than 26 million subscribers at year-end and...
-
UBS Downgrades AT&T On Competition Concerns
Thursday, January 30, 2020 - 2:12pm | 335While AT&T Inc (NYSE: T) shares already reflect cost savings and buybacks, competition in wireless is increasing and could intensify further in the second half of the year, according to UBS. The Analyst UBS analyst John Hodulik downgraded AT&T from Buy to Neutral, while reducing the...
-
Disney's Strong Quarter Keeps Investors Happy, But Its 'Biggest Moment' Awaits
Friday, November 8, 2019 - 11:32am | 599Walt Disney Co (NYSE: DIS) reported fiscal fourth-quarter results that kept multiple Street analysts bullish on the stock. The Analysts Morgan Stanley analyst Benjamin Swinburne maintains an Overweight rating on Disney with a $160 price target. UBS analyst John Hodulik maintains at Buy, $155 price...
-
T-Mobile's Solid Results Still Overshadowed By Merger Uncertainty
Tuesday, October 29, 2019 - 3:40pm | 437Reaction to T-Mobile Us Inc's (NASDAQ: TMUS) reported industry leading revenue growth and phone subscriber adds was muted Tuesday by ongoing uncertainty over the the proposed merger with Sprint Corp (NYSE: S), and awaiting an expected early November announcement on the company's next big...
-
CBS Has Strong Quarter, But Viacom Merger Uncertainty Keeps Analysts On Sidelines
Friday, August 9, 2019 - 3:34pm | 619CBS Corporation (NYSE: CBS) reported strong second-quarter earnings on continued subscriber gains for its streaming platforms and good ad sales, but the growth remains overshadowed by the unsettled picture around the company’s possible merger with Viacom Inc. (NASDAQ: VIAB). “Cloudy...
-
Wall Street Encouraged By Disney's Theme Park Growth, 'Avengers' Success
Thursday, May 9, 2019 - 1:00pm | 680Walt Disney Co (NYSE: DIS) reported a second-quarter bottom line that beat consensus estimates but declined 12 percent from the previous year. “GAAP earnings were impacted by a number of significant items, including a gain on Hulu, severance costs, and the amortization of both acquired...
-
Analysts Aren't Cutting CBS Despite Earnings Miss
Friday, February 15, 2019 - 3:20pm | 585CBS Corporation (NYSE: CBS) rose Friday despite posting a fourth-quarter earnings miss Thursday. Content licensing, retransmission and subscription revenue were stunted by sales and renewal timing, and the entertainment and cable network segments recorded underwhelming operating income. Analysts...
-
Mighty Mouse: Disney's Streaming Strength, Theme Park Spending, Box Office Hopes Make Street Bullish
Wednesday, February 6, 2019 - 1:50pm | 732Wall Street analysts were bullish on The House Of Mouse following a strong earnings print from Walt Disney Co. (NYSE: DIS), expectations for a big year for Disney superheroes at the box office and a bright future in streaming. Disney turned out a strong first-quarter earnings beat Tuesday on sales...
-
UBS Says Disney's Streaming Ambition Gives It A 'New Hope'
Tuesday, January 15, 2019 - 1:35pm | 354The streaming video landscape is dominated by Netflix, Inc. (NASDAQ: NFLX) and Amazon.com, Inc. (NASDAQ: AMZN), but UBS says Walt Disney Co (NYSE: DIS) can position itself to become a leader as well with its own streaming ambitions. The Analyst UBS analyst John Hodulik maintains a Buy rating on...
-
The Street Weighs In On Disney's Q4 Earnings, ESPN And Streaming Among Highlights
Friday, November 9, 2018 - 11:40am | 809Walt Disney Co (NYSE: DIS) stock is trading slightly higher Friday after the company reported better-than-expected third-quarter earnings and revenue. Disney said its studio segment revenue was up 50 percent compared to a year ago ahead of the late 2019 launch of its Disney+ streaming service. The...
-
UBS Likes AT&T's Risk-Reward Profile After EBITDA, Time Warner Deal Pressure Share Price
Friday, September 21, 2018 - 1:46pm | 469Despite trading near all-time low valuations, the case AT&T Inc. (NYSE: T)'s stock can now be made, according to UBS. The Analyst Analyst John Hodulik upgraded AT&T from Neutral to Buy with a price target lifted from $33 to $38. The Thesis Shares of AT&T are trading near their...