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Wells Fargo Urges Disney to Quit Streaming, Says Move Could Lift Shares About 40%

The broker argues licensing could generate more than $15 billion a year and shift Disney’s focus back to franchises and its Experiences business.

Warner Bros. Discovery Reports $2.9 Billion Q1 Loss as One-Time Merger Costs Hit Results

Netflix–Warner Bros. Deal Fuels Fight Over Reported 17-Day Theater Window

Disney Makes Its 2026–2027 Case With Parks Cash, EPS Targets and a Mid-Teens Multiple

RH Misses Q2 Estimates, Cuts Full-Year Guidance on Tariff Pressures

Disney Appoints Angela Jain to Oversee Disney+ Originals in Europe, Middle East and Africa