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☆ Disney is 'finally on the right foot' with its priorities and how to fix them, says Michael Nathanson
▼ + stars: | 2024-04-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney is 'finally on the right foot' with its priorities and how to fix them, says Michael NathansonMichael Nathanson, MoffetNathanson founding partner, joins 'Squawk on the Street' to discuss his take on Iger's recent interview with David Faber, whether Disney can get to double-digit margins in streaming, and if Trian Partners helped the company focus or improve performance.

Persons: Michael Nathanson Michael Nathanson, MoffetNathanson, David Faber Organizations: Disney, Trian Partners

☆ Top 10 things to watch in the market Monday, including 5 portfolio stocks
▼ + stars: | 2024-03-11 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

The analysts say in 2024 look for consumer packaged goods companies with volume growth, which has been our view, too. The analysts say "stay the course" and have trust that leadership will innovate. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Morgan Stanley, Eli Lilly, Oppenheimer, Jefferies, Jim Cramer's, Jim Cramer, Jim Organizations: Nasdaq, Procter & Gamble, Nike, Guggenheim, Netflix, UBS, Apple, Troubled, Adobe, Jim Cramer's Charitable, CNBC Locations: Truist, U.S

☆ Streaming profitability is 'the crux' of Peltz's Disney argument, says Michael Nathanson
▼ + stars: | 2024-01-19 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStreaming profitability is 'the crux' of Peltz's Disney argument, says Michael NathansonMichael Nathanson, MoffetNathanson founding partner & senior research analyst, joins 'Squawk Box' to discuss the state of Disney's proxy battle, the company's streaming profitability trouble, what CEO Bob Iger needs to do, and more.

Persons: Michael Nathanson Michael Nathanson, MoffetNathanson, Bob Iger

☆ Cable companies are replacing ancient cable boxes with these tiny new gadgets
▼ + stars: | 2024-01-18 | by ( Nathaniel Meyersohn | ) edition.cnn.com time to read: +3 min

Cable companies are trying to catch up with the times, though, and now want you to replace your clunky set-top cable boxes with sleek, Apple TV-like streaming devices – gadgets that could save customers money. Xumo is one step in cable companies’ broader strategy to combine live TV with streaming – essentially rebundling streaming services like the old cable bundle. Moving from a cable box to Xumo will save cable customers money. It’s a shift for cable companies that long relied on trying to get households to add as many set-top cable boxes in their homes as possible. It could be a while before the ancient cable box completely disappears, however.

Persons: Max, ‘, Xumo, Bruce Leichtman, ” Craig Moffett, Jessica Fischer Organizations: New, New York CNN, Cable, Apple, Comcast, Netflix, Disney, CNN, Google, “ Cable, ” Locations: New York

☆ The key to Disney from here is really about the streaming business, says Michael Nathanson
▼ + stars: | 2023-11-29 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe key to Disney from here is really about the streaming business, says Michael NathansonMichael Nathanson, MoffetNathanson founding partner & senior research analyst, joins 'Squawk Box' to discuss Disney CEO Bob Iger's employee town hall, the challenges facing the company, the future of the stock, and more.

Persons: Michael Nathanson Michael Nathanson, MoffetNathanson, Bob Organizations: Disney

☆ Michael Nathanson on Netflix earnings: We were most surprised about the price increase
▼ + stars: | 2023-10-19 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMichael Nathanson on Netflix earnings: We were most surprised about the price increaseMichael Nathanson, MoffetNathanson founding partner & senior research analyst, joins 'Squawk Box' to discuss Netflix's quarterly earnings results, which beat earnings expectations after the streaming giant added nearly nine million paid subscribers, and more.

Persons: Michael Nathanson, MoffetNathanson Organizations: Netflix

☆ PayPal stock will still be under pressure as Alex Chriss takes over as chief executive, MoffetNathanson says
▼ + stars: | 2023-09-18 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

PayPal could still underperform expectations despite a reset with a new chief executive, according to MoffetNathanson. The firm downgraded PayPal stock to market perform from outperform in a Monday note, and lowered its price target to $75 per share. PayPal stock has slipped nearly 10% from the start of the year and was off 1.4% in premarket trading Monday. PYPL YTD mountain PayPal stock. Analyst Lisa Ellis says that despite the potentially promising fresh start for the company with new chief executive and former Intuit CEO Alex Chriss on Sept. 27 , PayPal will still underperform MoffetNathanson estimates. "

Persons: Lisa Ellis, Alex Chriss, Ellis, — CNBC's Michael Bloom Organizations: PayPal, Apple Locations: Venmo

☆ Here are the 12 stocks Jim Cramer is watching, including Netflix, Arm, Planet Fitness
▼ + stars: | 2023-09-18 | by ( Jim Cramer | ) www.cnbc.com time to read: +1 min

Here are some of the tickers on my radar for Monday, Sept. 18 taken directly from my reporter's notebook:Evercore cuts NetflixCiti takes American Airlines Delta Air LinesBernstein starts Arm Holdings (ARM) with an underperform (sell) rating. Arm dropped nearly 4.5% on Friday. If you like this story, sign up for Jim Cramer's Top 10 Morning Thoughts on the Market email newsletter for free. White House national security adviser Jake Sullivan met with Chinese Foreign Minister Wang Yi in Malta held talks this weekend in Malta. MoffetNathanson downgrades PayPal Mastercard VisaJefferies downgrades Planet FitnessWedbush upgrades CarvanaHomebuilder LennarMizuho bumps up price targtets some oil stocks: Exxon Mobil Valero Energy

Persons: American Airlines Delta Air Lines Bernstein, Jim Cramer's, Jake Sullivan, Wang Yi, Mizuho Organizations: Netflix Citi, American Airlines Delta Air Lines, Arm Holdings, White House, Foreign, PayPal Mastercard, Jefferies, Exxon Mobil Valero Energy Locations: Malta, China

☆ Stocks making the biggest moves midday: Marathon Petroleum, Tesla, Moderna and more
▼ + stars: | 2023-09-18 | by ( Hakyung Kim | ) www.cnbc.com time to read: +5 min

Moderna — The pharmaceutical company lost more than 8% Monday, making it the biggest decliner in the S&P 500. Enphase Energy — Shares lost 2.6% after Citi lowered its price target on shares to $170 from $209 while keeping its buy rating. The new price target implies 41% upside from Friday's close. Analyst Chris Quintero highlighted the growth opportunity for the company following a strong investment cycle. The investment bank bumped up the stock's price target to $40 from $37, citing Simply Good Foods' diverse product offering and shifting consumer preferences to healthier choices as catalysts.

Persons: Bernstein, Needham, Noubar Afeyan, Moderna's, Goldman Sachs, Mark Delaney, PayP, Ralph Lauren —, Ralph Lauren's, TD Cowen, Cowen, Tenable, Morgan Stanley, Chris Quintero, Raymond James, ASGN, Wells Fargo, —, Alex Harring, Brian Evans, Samantha Subin, Yun Li, Lisa Kailai Han, Pia Singh, Michelle Fox Organizations: — Petroleum refiners Valero Energy, Marathon Petroleum, West Texas Intermediate, Brent, Energy, Arm, Nasdaq, Securities and Exchange Commission, Pharmaceutical, Pfizer, U.S, Tesla, PayPal, MoffetNathanson, Guggenheim, Enphase Energy, Citi, Tenable Holdings, Mizuho, Aldi, Lowe's, Micron Technology, Deutsche Bank, Paramount, Disney, Warner Bros Discovery, Iridium Communications, Iridium Locations: Valero Houston, Houston , Texas, U.S

☆ Amazon reports Q2 results today: Here's what you need to know
▼ + stars: | 2023-08-03 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon reports Q2 results today: Here's what you need to knowMichael Morton, analyst at SVB MoffetNathanson, joins 'Squawk on the Street' to discuss Morton's thoughts on the grocery business at Amazon, the higher margin businesses for Amazon, and the outlook for AWS.

Persons: Michael Morton Organizations: Amazon

☆ Gig economy stocks adapting from growth to profit, says MoffetNathanson's Michael Morton
▼ + stars: | 2023-01-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGig economy stocks adapting from growth to profit, says MoffetNathanson's Michael MortonMichael Morton, analyst at SVB MoffetNathanson, joins 'Power Lunch' to discuss gig economy stocks focusing on profit, outperform rating for Doordash, and consumer willingness to spend on food delivery.

☆ Here's the real reason why American Express gives out such big rewards
▼ + stars: | 2023-01-27 | by ( Juhohn Lee | ) www.cnbc.com time to read: +1 min

Armed with impressive rewards and a loyal customer base, AmEx is a giant in the credit card industry. The company's revenue has increased by over 32% since 2017 when adjusted for inflation and the company's shares have shown resilience and growth in a tumultuous market. "Discount revenue," or fees charged to merchants that accept its cards, is the company's main source of revenue. "And merchants are willing to pay that premium because American Express is bringing them the most affluent, biggest spenders." Recent company reports claim that Amex card members spend, on average, three times as much annually as those who aren't members.

☆ 3 key takeaways on how Bob Iger's surprise return to Disney could shape its sports strategy, from 'deep cost-cutting at ESPN' to 'quick wins' in sports betting
▼ + stars: | 2022-11-21 | by ( Colin Salao | ) www.businessinsider.com time to read: +7 min

Analysts expect Iger to make major changes to ESPN's broadcasting strategy for live sports. Bob Iger has been reinstated as the CEO of the Walt Disney Company, replacing Bob Chapek after less than three years at the helm. Iger's return has boosted Disney's stock price by 6% in the past day with experts predicting major strategic changes within the company. The cost of these rights deals have also continued to shoot up amid the transition from linear TV to direct-to-consumer services. It actually strengthens the brand of ESPN when you have a betting component, and it has no impact on the Disney brand."

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