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MoffettNathanson's Michael Nathanson - 3 Bob Iger - 2 He's - 2 Iger - 2 Wells - 2 Steven Cahall - 2 Iger's - 2 hasn't - 2
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Orlando , Florida Sun 2H24
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Netflix - 3 Disney - 3 ABC - 2 FX - 2 Geographic - 2 ESPN - 2 Google - 2 Warner Bros - 2

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16 mentions found


☆ Netflix earnings are about to hit the Street. Here’s what traders need to know
  + stars: | 2024-04-18 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
Wall Street anticipates a largely rosy setup for the stock, with many forecasting that the company beats, or reports in line with expectations. The anticipation contributed to some Wall Street firms lifting their price targets heading into the print. Under the paid sharing plan , Netflix account owners can buy an extra member slot and invite people outside their household to use the service. "After 1Q24, Netflix begins to lap the paid sharing benefits - most significantly in 2H24," wrote Morgan Stanley's Swinburne. Reason for caution Despite Netflix's strong run this year and the benefits reaped through paid sharing, some Wall Street analysts see reasons for caution.
Persons: —, Morgan Stanley, Benjamin Swinburne, Doug Anmuth, Morgan Stanley's Swinburne, Piper Sandler, Wall, Anmuth, Goldman Sachs, Eric Sheridan, Bryan Kraft, Kannan Venkateshwar, Deutsche Bank's Kraft, Piper Sandler's Matt Farrell, MoffettNathanson's Michael Nathanson, Street's, Farrell, Citi's Jason Bazinet Organizations: Netflix, LSEG, Deutsche Bank, Barclays, Street, Kraft, Deutsche, WWE, NBA, Netflix's WWE Locations: 2H24
☆ How Bob Iger's big plan to shrink Disney could pay off and how it could backfire, according to industry insiders
  + stars: | 2023-08-22 | by ( Lucia Moses | ) www.businessinsider.com   time to read: +11 min
After a run of acquisitions during his first tour as Disney CEO, Bob Iger is looking to shrink the company. "They are our film studios, our parks business, and streaming, all of which are inextricably linked to our brands and franchises." Verizon has reached out to Disney about partnering on a new ESPN streaming service, The Information reported. 2024 will bring some clarity to Disney's streaming business. "The streaming business with ESPN going direct to consumer can generate a lot of subscriptions and hopefully be a positive earnings contributor.
Persons: Bob Iger, He's, Iger, Wells, Steven Cahall, MoffettNathanson's Michael Nathanson, Iger's, hasn't, Macquarie, Tim Nollen, Doug Shapiro, Shapiro, Disney, It'll, there's, Tim Cook, Eddy, Drew Angerer, Disney's, Penn, Joel Simkins, Stratechery's Ben Thompson, Thompson, — Iger, mused, signups, he's, Kevin Lansberry, I'm, Nollen Organizations: Disney, ABC, FX, Geographic, ESPN, Google, Netflix, Warner Bros, Discovery, Warner Bros . Discovery, Comcast, Marvel, Pixar, Apple, Walt Disney, Turner Broadcasting System, Apple's, Hulu, ESPN Iger, Penn Entertainment, Houlihan, Global Technology Group, LightShed Partners, Verizon, Flagship Locations: Orlando , Florida, Sun
☆ Bob Iger is moving to shrink Disney — here's how industry insiders see his playbook and its potential pitfalls: 'Everything is not OK'
  + stars: | 2023-08-18 | by ( Lucia Moses | ) www.businessinsider.com   time to read: +11 min
After a run of acquisitions during his first tour as Disney CEO, Bob Iger is looking to shrink the company. He's looking to Disney's IP-driven parks, streaming, and film studios to drive growth. "They are our film studios, our parks business, and streaming, all of which are inextricably linked to our brands and franchises." 2024 will bring some clarity to Disney's streaming business. "The streaming business with ESPN going direct to consumer can generate a lot of subscriptions and hopefully be a positive earnings contributor.
Persons: Bob Iger, He's, Iger, Wells, Steven Cahall, MoffettNathanson's Michael Nathanson, Iger's, hasn't, Macquarie, Tim Nollen, Doug Shapiro, Shapiro, Disney, It'll, there's, Tim Cook, Eddy, Drew Angerer, Disney's, Penn, Joel Simkins, Stratechery's Ben Thompson, Thompson, — Iger, mused, signups, he's, Kevin Lansberry, I'm, Nollen Organizations: Disney, ABC, FX, Geographic, ESPN, Google, Netflix, Warner Bros, Discovery, Warner Bros . Discovery, Comcast, Marvel, Pixar, Apple, Walt Disney, Turner Broadcasting System, Apple's, Hulu, ESPN Iger, Penn Entertainment, Houlihan, Global Technology Group, LightShed Partners, Flagship Locations: Orlando , Florida, Sun
☆ Longer-term issue for Disney is around direct-to-consumer: SVB MoffettNathanson's Michael Nathanson
  + stars: | 2023-07-13 | 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 EmailLonger-term issue for Disney is around direct-to-consumer: SVB MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk on the Street' to discuss Disney outlook following CEO Bob Iger's interview with CNBC's David Faber.
Persons: MoffettNathanson's Michael Nathanson Michael Nathanson, SVB, Bob Iger's, CNBC's David Faber Organizations: Disney
☆ Netflix's fairly valued right now: MoffettNathanson's Michael Nathanson
  + stars: | 2023-04-19 | 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 EmailNetflix's fairly valued right now: MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, and Cowen analyst John Blackledge join 'Squawk on the Street' to discuss Netflix earnings and more.
☆ Watch CNBC's full interview with MoffettNathanson's Michael Nathanson and Cowen's John Blackledge
  + stars: | 2023-04-19 | 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 EmailWatch CNBC's full interview with MoffettNathanson's Michael Nathanson and Cowen's John BlackledgeMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, and Cowen analyst John Blackledge join 'Squawk on the Street' to discuss Netflix earnings and more.
☆ Disney would make a mistake by selling Hulu: MoffettNathanson's Michael Nathanson
  + stars: | 2023-04-03 | 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 EmailDisney would make a mistake by selling Hulu: MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss upcoming Disney's annual shareholder meeting, how difficult is it for Disney to 'unbundle' its streaming package, and more.
☆ We're happy Bob Iger is back: SVB MoffettNathanson's Michael Nathanson
  + stars: | 2023-02-09 | 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 EmailWe're happy Bob Iger is back: SVB MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk on the Street' to discuss his thoughts on Disney's earnings results and his positive view on the stock.
☆ Watch CNBC's full interview with SVB MoffettNathanson's Michael Nathanson
  + stars: | 2023-02-01 | 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 EmailWatch CNBC's full interview with SVB MoffettNathanson's Michael NathansonMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss what to expect from Meta's quarterly earnings results, why investors are more optimistic about Meta, and more.
☆ Watch CNBC's full interview with SVB MoffettNathanson's Michael Nathanson on Netflix earnings
  + stars: | 2023-01-20 | 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 EmailWatch CNBC's full interview with SVB MoffettNathanson's Michael Nathanson on Netflix earningsMichael Nathanson, SVB MoffettNathanson founding partner and senior research analyst, joins 'Squawk Box' to discuss if Netflix's quarterly earnings results changed Nathanson's view towards the company, where Nathanson thinks better opportunities exist and more.
☆ Buy this one large-cap stock — because its CEO is a 'significant visionary,' strategist says
  + stars: | 2022-11-24 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
There's one large-cap stock that investors should look into right now, according to Rob Luna, chief investment strategist at asset management firm Surevest. That's Disney , which just saw the surprising return of Bob Iger as CEO , ousting Bob Chapek. "Bob Iger is arguably probably the best CEO of the last two decades — what he's done with Disney. Still, Luna says, "with Iger back, I anticipate this stock will be back on track very soon." 'Best in breed' small-cap stocks Though Luna's Disney pick is a large-cap stock, his general advice for investors is to move from big names to smaller ones.
☆ Analysts cheer Iger's return to Disney; MoffettNathanson upgrades and sees 30% upside
  + stars: | 2022-11-21 | by ( Sarah Min | ) www.cnbc.com   time to read: +3 min
Wall Street analysts broadly approved of Bob Iger's return to Disney . MoffettNathanson's Michael Nathanson upgraded Disney to outperform from market perform, and raised his price target, on the news of Iger's return. His $120 price target represents roughly 30.7% upside from Friday's closing price of $91.80. Iger's return comes less than a year after Bob Chapek took the reins as chief executive. Meanwhile, Wells Fargo's Steven Cahall said Iger's return is a "positive surprise," as it is viewed by investors as a catalyst for the stock.
☆ Watch CNBC's full interview with MoffettNathanson's Michael Nathanson
  + stars: | 2022-11-09 | 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 EmailWatch CNBC's full interview with MoffettNathanson's Michael NathansonMichael Nathanson, MoffettNathanson, joins 'TechCheck' to discuss why he was wrong in his estimates for Disney's quarterly earnings, whether Nathanson is calling for peak streaming losses and more.
☆ Cord-cutting and streaming losses came in worse than expected for Disney, says MoffettNathanson's Michael Nathanson
  + stars: | 2022-11-09 | 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 EmailCord-cutting and streaming losses came in worse than expected for Disney, says MoffettNathanson's Michael NathansonMichael Nathanson of MoffettNathanson joins 'TechCheck' to discuss why he was so wrong in his estimates for Disney's quarterly earnings, if Nathanson is calling for peak streaming losses and more.
☆ The economy is clearly slowing, says MoffettNathanson's Michael Nathanson
  + stars: | 2022-10-26 | 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 economy is clearly slowing, says MoffettNathanson's Michael NathansonMichael Nathanson, MoffettNathanson founding partner and senior research analyst, joins CNBC's 'Squawk Box' to break down what Alphabet and Microsoft earnings mean for the U.S. economy.
☆ Social and video stocks are going to suffer and that's been the story all year, says MoffettNathanson's Michael Nathanson
  + stars: | 2022-10-24 | 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 EmailSocial and video stocks are going to suffer and that's been the story all year, says MoffettNathanson's Michael NathansonMichael Nathanson, MoffettNathanson co-founder and senior managing director, joins 'TechCheck' to discuss whether advertising agencies are seeing clients cutting back on spending, how the discussion needs to go regarding cost cutting and more.
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