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Search resuls for: "Jessica Reif Ehrlich"


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☆ Disney CEO Bob Iger has 'very little room for maneuver' as he tackles layoffs, budget cuts, a company reorg, and questions over the future of Hulu and ESPN
  + stars: | 2023-02-07 | by ( Claire Atkinson | ) www.businessinsider.com   time to read: +11 min
Disney chief Bob Iger will speak Wednesday on his first quarterly earnings call since returning as CEO. Wall Street wants to see how Disney plans to boost profitability this year and whether it will trade ESPN or Hulu. Aside from a quick visit to Disney World in January, Bob Iger has been lying very low. Media investor Ross Gerber told Insider that Iger would get back to focusing on content rather than on the distribution mechanism. Iger tweeted a photo of himself at Disney World, dressed in a relaxed green cardigan and gray slacks as he posed with cast members on January 19.
☆ Disney investors await CEO Iger's revival plan with results on tap
  + stars: | 2023-02-07 | by ( Dawn Chmielewski | ) www.reuters.com   time to read: +3 min
LOS ANGELES, Feb 7 (Reuters) - Walt Disney Co (DIS.N) CEO Bob Iger is expected to discuss a turnaround plan on Wednesday, when the media company delivers its first quarterly results since the return of the executive who built the modern incarnation of Disney. "This is the right place to do it. It also endorsed Iger's leadership, adding that Disney generated a shareholder return of 554% under his previous tenure as CEO. That change resulted in the departure of Kareem Daniel, head of the Disney Media and Entertainment Distribution group created by Iger's predecessor, Bob Chapek, to consolidate budgeting and distribution for the studio's content. Analysts polled by FactSet estimate Disney+ will have 163 million subscribers, down modestly from the previous quarter.
☆ Disney has bigger problems than Ron DeSantis
  + stars: | 2023-02-07 | by ( Chris Isidore | ) edition.cnn.com   time to read: +10 min
But there are problems with spinning off ESPN, even if it would raise cash and allow Disney to trim debt. Labor painsUnionized rank-and-file workers at Disney World last week voted 96% against a contract offer from Disney that would have given them raises of at least $1 a year over the next five years. The company called the rejected wage proposal a “very strong offer.”But the last thing that Iger or Disney needs is to upset the strong demand for travel to Disney World or other park locations. Political battles in FloridaThe political culture wars are yet another headache for Iger, as Disney faces the possible loss of the powers it has to operate as a government-like entity for the land on which Disney World operates. “We are monitoring the progression of the draft legislation, which is complex given the long history of the Reedy Creek Improvement District,” said Jeff Vahle, president, Walt Disney World Resort.
☆ Bank of America reveals its top stocks ahead of earnings, including a favorite solar name
  + stars: | 2023-01-28 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
There still are plenty of stock-buying opportunities as earnings reports continue to roll out, according to Bank of America analysts. CNBC Pro combed through Bank of America's recent research to find the most attractive stocks that are well-positoned ahead of their reports. Fox Buy shares of the "best positioned" company in media, analyst Jessica Reif Ehrlich said recently about Fox . "We find Grab well positioned to balance revenue growth with profitability in both its core businesses— delivery & mobility," Salgaonkar said. Thesis: 1) We find Grab well positioned to balance revenue growth with profitability in both its core businesses - delivery & mobility.
☆ Netflix password crackdown will create churn in early 2023, says BofA Securities' Jessica Reif Ehrlich
  + stars: | 2023-01-20 | 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 password crackdown will create churn in early 2023, says BofA Securities' Jessica Reif EhrlichJessica Reif Ehrlich of BofA Securities, joins 'TechCheck' to discuss the future of Netflix.
☆ Bank of America says these stocks have the most 'potential upside' this holiday season
  + stars: | 2022-12-10 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Analysts at Bank of America named five stocks this week that they say every investor must own heading into 2023. CNBC Pro combed through Bank of America research looking for stocks with major upside potential. Netflix Shares of Netflix are down 46.8% this year, but analyst Jessica Reif Ehrlich is standing by the streaming giant. Kroger Kroger shares have gained nearly 2.6% this year, but the stock has a lot more room to run, according to analyst Robert Ohmes. ... We rate Solo Brands' shares Buy as we believe its unique platform strategy should enable its high growth Leisure brands."
☆ Top media analyst from Bank of America names the best value stock in the sector
  + stars: | 2022-12-07 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +4 min
Warner Bros. Discovery is the best value stock in the media and entertainment sector, according to Bank of America. That implies that Warner Bros. Discovery has made a tremendous amount of operational and strategic changes since April, wrote analyst Jessica Reif Ehrlich. Warner Bros.
☆ At Disney, Iger confronts succession problem he helped create
  + stars: | 2022-11-22 | by ( Dawn Chmielewski Helen Coster | Dawn Chmielewski | Helen Coster | ) www.reuters.com   time to read: +6 min
[1/3] FILEPHOTO: Executive Chairman of the Walt Disney Company, Bob Iger arrives at the world premiere for the film 'The King's Man' at Leicester Square in London, Britain December 6, 2021. In his 15 years as Disney chief executive, Iger postponed his retirement four times, sidelining would-be successors. read more Part of his mandate, according to Disney, is to work with the board to develop a successor to lead the company. Chapek was among a shortlist of internal candidates vying for Iger's job, according to a source familiar with discussions. Another seen as a top contender was Kevin Mayer, Disney's longtime head of strategic planning who had shepherded the successful launch of Disney+, according to sources.
☆ Disney's media sales boss to exit in Iger shake-up
  + stars: | 2022-11-22 | by ( ) www.reuters.com   time to read: +1 min
Nov 21 (Reuters) - A day after returning to the company, Walt Disney Co (DIS.N) Chief Executive Bob Iger moved to undo a corporate structure put in place by his hand-picked successor. Iger said the restructuring would result in changes to Disney Media & Entertainment Distribution, a unit former CEO Bob Chapek formed in October 2020 to centralize all film and television sales and distribution. Bank of America analyst Jessica Reif Ehrlich said Iger's decisive action resembles his management approach during his first stint as Disney's CEO. During that time, he quickly calmed tensions with Pixar Animation Studio's chief executive, Steve Jobs. Reporting by Dawn Chmielewski in Los Angeles; Editing by Mark Porter and Sam HolmesOur Standards: The Thomson Reuters Trust Principles.
☆ Watch CNBC's full interview with Bank of America's Jessica Ehrlich
  + stars: | 2022-11-15 | 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 Bank of America's Jessica EhrlichJessica Reif Ehrlich, senior U.S. media and entertainment analyst at BofA Securities, joins 'The Exchange' to discuss her bullish case for Netflix and explore if the worst is over for Netflix in the short term.
☆ Bank of America double upgrades Netflix to buy, says ad subscriber tier can drive 23% upside
  + stars: | 2022-11-15 | by ( Alex Harring | ) www.cnbc.com   time to read: +3 min
Netflix's monetization efforts make it an attractive stock despite slowing subscriber growth, Bank of America said Tuesday. Analyst Jessica Reif Ehrlich took over coverage of the stock and double upgraded it to buy from underperform. Ehrlich also has a price target of $370 on Netflix, implying upside of 23.6% from Monday's close. "Despite slower sub growth, we believe efforts to improve monetization via a value-oriented ad tier and significant conversion of password sharers has the potential to drive operating/financial upside." The streaming giant, which is using Microsoft for its ad needs, turned to the tier after years of rejecting the idea as a way to mitigate declines in subscriber growth.
☆ Netflix could rise 24% on the back of its new ad-supported tier and password crackdown, BofA says
  + stars: | 2022-11-15 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +3 min
Netflix shares could rise 24% from current levels to hit $370, Bank of America said Tuesday. Netflix shares on Tuesday rose as much as 4.5% to $312.71, the highest price in about six months. Netflix earlier this month rolled out its "Basic with Ads" subscribership tier that costs $6.99 a month. BofA estimated the Basic AVOD tier could drive $719 million in revenue in the United States and Canada in 2024. Netflix estimates 100 million potential subscribers, including 30 million in the US and Canada, are lost as a result of password sharing, said BofA.
☆ After months of subscriber losses, Netflix is under pressure to prove its ad-supported tier can stop the bleeding. Here's why Wall Street is skeptical ahead of this week's earnings results.
  + stars: | 2022-10-17 | by ( Reed Alexander | ) www.businessinsider.com   time to read: +7 min
Netflix will report third-quarter earnings Tuesday, and all eyes are on its new ad-supported tier. Wall Street hopes that the streamer's Basic with Ads plan will boost subscriptions and revenue — but some analysts are skeptical. Complicating matters further, analysts at Wedbush Securities warned that the streamer may report hundreds of thousands of additional subscriber losses this quarter. A recent survey conducted by Samba TV with Harris X found that nearly half of current Netflix subscribers said they'd consider simply trading down their existing membership to the forthcoming cheaper service. While the service still counts more than 220 million overall subscribers, Netflix has blamed the losses on increased competition and account sharing.
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