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☆ Watch CNBC's full interview with Bank of America's Jessica Reif Ehrlich
▼ + 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 EmailWatch CNBC's full interview with Bank of America's Jessica Reif EhrlichJessica Reif Ehrlich, senior U.S. media and entertainment analyst at BofA Securities, joins 'Squawk on the Street' to break down her buy rating on Disney.

☆ 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.

☆ 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 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.

☆ 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.

☆ The Paul Ehrlich Apocalypse Is Back
▼ + stars: | 2023-01-05 | by ( The Editorial Board | ) www.wsj.com time to read: 1 min

We’ll say this for Paul Ehrlich —at least he’s consistent. In 1968 the Stanford biologist famously declared that “the battle to feed all humanity is over,” at a time when the earth’s population was about 3.5 billion. Today we have a population of eight billion (better fed than ever), yet there was Mr. Ehrlich, on CBS’s “60 Minutes” Sunday night, still predicting that “humanity is very busily sitting on a limb that we’re sawing off.”The CBS narrator acknowledged that the green revolution in agriculture disproved Mr. Ehrlich’s prediction of mass famine. But the show went on to suggest that Mr. Ehrlich’s repackaged gloom about melting icecaps and the rate of extinction may finally prove him right in saying we are still heading the way of the dinosaurs.

☆ Jan. 6 transcripts show Trump cronies taking the Fifth. So what?
▼ + stars: | 2022-12-23 | by ( Tracey Maclin | Tracey Maclin Is The Raymond | Miriam Ehrlich Chair In United States Constitutional Law At The University Of Florida Levin College Of Law. | ) www.nbcnews.com time to read: +6 min

If you’re innocent, why are you taking the Fifth Amendment?”This erroneous perspective of the right against compelled self-incrimination forgets a lot of history. She then invoked the Fifth Amendment and refused to answer any questions from members of the committee. They argued that by making an opening statement in which she professed her innocence, Lerner had waived her Fifth Amendment rights. The Fifth Amendment applies in any legal proceeding. Proceeding in this way, protects the Fifth Amendment rights of individuals and gives Congress the information it wants.

☆ 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.

[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.

☆ 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.

☆ 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.

☆ We see a lot of value from here in Netflix, says BofA's 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 EmailWe see a lot of value from here in Netflix, says BofA's EhrlichJessica Ehrlich, BofA Global Securities senior U.S. media and entertainment analyst, joins 'The Exchange' to discuss her bull case for Netflix and the company's initiation of the stock, two areas of the company's business she is bullish on and whether the worst is over for Netflix in the short-term.

Jordan Vonderhaar | Bloomberg | Getty Imageswatch nowSaylor was speaking on CNBC's "Squawk on the Street" as FTX's demise roiled the crypto market. Bitcoin tumbled 19% in December, as investors rotated into assets deemed safer in a tumultuous economy. David Marcus, former head of crypto at Facebook parent Meta , used a phrase that would soon enter the lexicon. "It's during crypto winters that the best entrepreneurs build the better companies," Marcus wrote in a Jan. 24 tweet. Ryan Gilbert, founder of fintech venture firm Launchpad Capital, said the crypto world is facing a crisis of confidence after the FTX implosion.

☆ Disney has positive catalysts coming up and that's why we're sticking with buy rating, says BofA's Ehrlich
▼ + stars: | 2022-11-09 | 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 EmailDisney has positive catalysts coming up and that's why we're sticking with buy rating, says BofA's EhrlichJessica Ehrlich, Bank of America Securities, joins 'Closing Bell' to discuss Disney's stock moves after the company's earnings results, positive catalysts for the stock and questions around Disney's path to profitability.

☆ The Rock's 'Black Adam' is a bland, 'color-by-numbers' DC Comics superhero movie, critics say
▼ + stars: | 2022-10-20 | by ( Sarah Whitten | ) www.cnbc.com time to read: +5 min

In this article WBD Follow your favorite stocks CREATE FREE ACCOUNTDwayne Johnson stars in Warner Bros.' "Black Adam." "Black Adam," which premieres Friday, did not impress critics, generating a meager 53% on Rotten Tomatoes from 102 reviews as of Thursday afternoon. Puchko noted that "Black Adam" rushes through the introductions of Cyclone, Atom Smasher, Hawkman and Doctor Fate "so quickly that it's actually comical." Pierce Brosnan and Dwayne Johnson star in Warner Bros.' "Black Adam." Dwayne Johnson is Black Adam in Warner Bros.' newest DC film "Black Adam."

☆ 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.

☆ Bankrupt crypto lender Voyager's CFO to exit months after appointment
▼ + stars: | 2022-09-23 | by ( ) www.reuters.com time to read: +1 min

Register now for FREE unlimited access to Reuters.com RegisterRepresentations of cryptocurrencies and Voyager Digital logo are seen in this illustration taken, July 7, 2022. REUTERS/Dado Ruvic/IllustrationsSept 23 (Reuters) - Voyager Digital Ltd Chief Financial Officer Ashwin Prithipaul is preparing to step down from his role within months of his appointment at the crypto lender that filed for bankruptcy in July. Crypto lenders such as Voyager boomed during the COVID-19 pandemic, drawing depositors with high interest rates and easy access to loans rarely offered by traditional banks. Digital asset exchange Coinbase Global Inc (COIN.O) and crypto lender BlockFi have been forced to cut jobs, while Singapore-based crypto hedge fund Three Arrows Capital has filed for bankruptcy. Register now for FREE unlimited access to Reuters.com RegisterReporting by Niket Nishant in Bengaluru; Editing by Shinjini GanguliOur Standards: The Thomson Reuters Trust Principles.

☆ Warner Bros. Discovery CEO David Zaslav faces 3 key challenges as financial headwinds disrupt his strategy and threaten his promises to Wall Street
▼ + stars: | 2022-09-22 | by ( Claire Atkinson | ) www.businessinsider.com time to read: +12 min

MoffettNathanson analyst Robert Fishman crystallized the daunting task ahead for Zaslav and WBD in his August 5 report "Reality First. The honeymoon was short-lived," said one senior Hollywood insider. It turns out there are five, housing some 40,000 employees globally: Warner Bros., HBO Max, the Turner entertainment channel business, CNN, and Discovery. The WBD insider said there isn't a rush to hire a new chief and that the company will continue to meet people. Under the ownership of AT&T, WarnerMedia's financials were buried in its parent's spreadsheets — now as a pure-play entertainment company, Warner Bros.

☆ Fact Check-Germany has not halted administration of all COVID-19 vaccines
▼ + stars: | 2022-09-15 | by ( Reuters Fact Check | ) www.reuters.com time to read: +5 min

Germany has dismissed resurfaced claims on social media that it has halted administration of all COVID-19 vaccines. A spokesperson for the German Federal Ministry of Health (Bundesministerium für Gesundheit) confirmed to Reuters that no such ban has been made. “I can confirm that Germany has not banned or paused the COVID-19 vaccinations in Germany,” a spokesperson for the German Federal Ministry of Health told Reuters. The list of authorized COVID-19 vaccines per the German Federal Institute for Vaccines and Biomedicines can be found (here). Germany has not halted administration of COVID-19 vaccines.

☆ Important. S-au schimbat condițiile de călătorie în Germania pentru cetățenii R. Moldova
▼ + stars: | 2021-07-07 | by ( ) www.zdg.md time to read: +3 min

Începând cu 4 iulie curent, Republica Moldova a fost introdusă de Germania în lista statelor sigure. Astfel, cetățenilor R. Moldova care sosesc din R. Moldova în Germania nu se mai aplică regulile de intrare în țară specifice zonelor de risc în condițiile în care cetățenii prezintă dovada vaccinării anti-COVID sau un rezultat negativ al testării la noul coronavirus. Mai exact, începând din 4 iulie, cetățenii R. Moldova pot merge în Germania fără a fi plasați în carantină, la prezentarea dovezii testării sau vaccinării – inclusiv cu documentul emis de R. Moldova, care certifică imunizarea împotriva COVID-19. În context, R. Moldova, Ungaria, Georgia, Ucraina și Turcia au convenit în plan bilateral recunoașterea reciprocă a certificatelor naționale de imunizare împotriva Covid-19. Astfel, cetățenii R. Moldova, imunizați cu ambele doze, vor putea să călătorească în țările respective în baza certificatului de vaccinare, fără obligația de a intra în carantină sau de a prezenta teste negative la noul coronavirus.

Persons: Paul Ehrlich Organizations: PCR, Uniunii Europene Locations: Republica Moldova, Germania, Moldova, UE, Ungaria, Georgia, Ucraina, Turcia

Totodată, rămâne în continuare obligatorie prezentarea dovezii testării sau vaccinării. Dovada testării – urmează să fie prezentat un test PCR negativ pentru infecția SARS-CoV-2, efectuat cu cel mult 72 de ore anterior deplasării în Germania sau un test de tip antigen al cărui valabilitate să nu depășească 48 de ore și care urmează a fi prezentat în limba germană, engleză, franceză, italiană sau spaniolă. Dovada vaccinării - Condițiile prealabile sunt:1. persoana să fi primit ultima doză de vaccinare necesară;2. să fi trecut cel puțin 14 zile de la ultima vaccinare;3. vaccinul să fie omologat la nivelul UE și să se regăsească pe pagina web al Institutului Paul EhrlichLa intrare în Germania, urmează a fi prezentat un certificat digital Covid al UE sau o dovadă comparabilă de vaccinare în germană, engleză, franceză, italiană sau spaniolă. Persoanele cu vârsta sub 12 ani, chiar dacă nu sunt încă vaccinate, pot intra cu un certificat de testare negativ (PCR) și însoțite de cel puțin un părinte complet vaccinat. Persoanele care în ultimele 10 zile s-au aflat într-un stat din zona de risc urmează să ia în considerație obligațiile de intrare în Germania specifice zonelor de risc.

Persons: Paul Ehrlich Organizations: PCR Locations: Germania

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