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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.

Disney Elevates Disney+ to Company Hub as AI Push Spans Parks and Streaming

Sarandos Pushes Back on Warner Bros. Deal Narrative, Turns Spotlight to Europe

Crunchyroll Raises U.S. Subscription Prices by $2 Across All Tiers

Disney Details OpenAI Sora Deal for 30-Second Character Clips on Disney+

Netflix Sells Spry Fox Back to Founders, Keeps 'Spirit Crossing' Mobile Publishing

Jeff Shultz Named CEO of Oaktree-Backed Radial Entertainment, Effective Jan. 1, 2026

Disney+ to Add User-Generated AI Videos and Game-Like Features in Major Pivot

Disney’s Comeback Strategy Confronts Harsh Realities