ToplineThe Walt Disney Company—following major criticism from an ex-CEO and an ex-U.S. president—announced Monday late-night show host Jimmy Kimmel would return to ABC on Tuesday, a week after he was suspended for a monologue that criticized Republicans and Donald Trump after the murder of conservative leader Charlie KirkKimmel's show will return Tuesday. (Photo by Randy Holmes/Disney via Getty Images)Disney via Getty Images ...

After ABC's decision last week to pull Jimmy Kimmel off the air "indefinitely," he's coming back. On Monday, Disney, which owns ABC, said the "Jimmy Kimmel Live!" host would return and the show would resume on Tuesday."Last Wednesday, we made the decision to suspend production on the show to avoid further inflaming a tense situation at an emotional moment for our country. It is a decision we made because we felt some of the comments were ill-timed and thus insensitive," the Walt Disney Company said in a st ...

Disney said that "Jimmy Kimmel Live" will return to the air on Tuesday after it had suspended the talk-show host following threats by the chair of the Federal Communications Commission over comments t... ...

The Walt Disney Company announced Monday that “Jimmy Kimmel Live!” will return to air on Tuesday following a weeklong suspension over his monologue about Charlie Kirk’s murder.In a statement, Disney said it halted production last Wednesday “to avoid further inflaming a tense situation at an emotional moment for our country.” The company added that “some of the comments were ill-timed and thus insensitive.” 3 “Jimmy Kimmel Live” will return to the air Tuesday, Disney announced. ABC 3 Right-wing activist ...

节目停播事件 - 吉米·金梅尔直播秀于上周三起无限期停播 [1] - 停播原因涉及主持人关于查理·柯克枪击事件言论引发的争议 [1]

公司动态 - ABC无限期停播《Jimmy Kimmel Live》后宣布节目将于周二恢复播出[1] - 主持人因将保守派活动人士Charlie Kirk遇袭事件与特朗普MAGA运动关联引发争议[1] - 迪士尼广告前瞻活动整合公司所有内容板块进行集中展示[1] 监管环境 - 联邦通信委员会主席暗示可能对ABC广播牌照采取行动[2] - 特朗普第二任期内加强对媒体公司的审查包括高调诽谤诉讼和削减公共广播资金[3] - 联邦通信委员会被前迪士尼CEO批评对ABC进行"恐吓式监管"[3] 行业影响 - 事件引发对特朗普时代广播环境下言论自由保护的质疑[2] - 哥伦比亚广播公司7月取消《斯蒂芬·科尔伯特晚间秀》与本次事件形成对比[2] - 多名脱口秀主持人声援Kimmel 认为总统影响力构成审查制度[3] 企业关系 - 康卡斯特为NBC环球母公司旗下拥有CNBC[4] - 康卡斯特计划分拆Versant后其将成为CNBC新母公司[4]

核心观点 - 迪士尼在多元化收入来源、估值折扣和运营改善方面展现出更优投资潜力 而Netflix面临估值溢价、利润率压力和业务单一化风险 [1][7][16] 业务表现 - 迪士尼第三财季收入236.5亿美元 每股调整后收益1.61美元超预期 迪士尼+用户达1.28亿 环比新增180万 [3] - Netflix第二季度收入110.8亿美元 同比增长16% 运营利润率达34.1% 但管理层预警2025年下半年利润率将因内容摊销和营销成本上升而下降 [6] - 迪士尼体验板块表现强劲 国内乐园运营收入25亿美元 阿布扎比第七个主题公园标志着近十年首次重大全球扩张 [4] 增长前景 - 迪士尼将2025财年调整后EPS指引从5.75美元上调至5.85美元 同比增长18% 预计直接面向消费者业务运营收入达13亿美元 [5] - Netflix更新全年收入指引至448-452亿美元 但停止报告季度订阅人数引发透明度担忧 [8] - 迪士尼内容管线包括2026年《玩具总动员5》《曼达洛人与格鲁古》2027年《冰雪奇缘3》以及流媒体独家内容漫威《夜魔侠：重生》和《X战警97》第二季 [5] - Netflix2025年末内容储备包括《今际之国的闯关者》第三季《怪奇物语》第五季结局《吉尔莫·德尔·托罗的弗兰肯斯坦》和《利刃出鞘3》2026年推出格蕾塔·葛韦格执导的《纳尼亚》改编作品 [9] 估值比较 - 迪士尼市盈率17.56倍 显著低于历史均值和行业同行 Netflix市盈率达40.25倍 存在估值溢价 [10] - 迪士尼年初至今股价上涨2.2% 仍远低于历史高点 Netflix同期大涨37.7% 但面临估值压缩风险 [14] 战略举措 - ESPN宣布2025年8月以每月30美元推出ESPN Unlimited 并与NFL达成里程碑合作 联盟持有ESPN 10%股份 [4] - 迪士尼2025财年计划资本支出80亿美元支持扩张计划 [5] - Netflix纯流媒体模式面临结构性挑战 严重依赖内容支出来推动用户获取和保留 超出订阅费和广告 initiative外收入多元化机会有限 [9]

公司与NFL合作协议 - ESPN与NFL达成重磅协议 以10%股权(价值20-30亿美元)换取NFL Network、RedZone和梦幻足球资产 [2][15] - 协议需经特朗普政府监管机构批准 面临政治不确定性 [2][3] - 前白宫发言人指出特朗普可能利用媒体合并作为政治筹码 使交易复杂化 [3][4] 深夜节目主持争议事件 - ABC突然停播《Jimmy Kimmel Live》因主持人言论涉及保守派活动家刺杀事件引发政治风波 [6] - 主持人年薪约1600万美元 合约持续至2026年 已担任ABC深夜节目22年 [16] - 迪士尼要求主持人缓和言论以复播 但双方未达成共识 [18][19] 政治因素影响 - 特朗普威胁撤销批评其媒体的广播牌照 称ABC是民主党附属机构 [7] - 特朗普公开表示主持人因收视率差被解雇 否认与言论自由相关 [8] - 前迪士尼CEO批评停播决定是屈服于政治胁迫的行为 [12] 公司内部应对措施 - 停播决定基于员工安全与广告商顾虑 主持人拒绝撤回言论 [15] - 公司未提供复播时间表 正评估政治舆论发展以决定主持人去留 [16] - ESPN知名主持人公开声援 肯定其多年贡献并警告政治干预风险 [17][18] 行业关系动态 - NFL委员曾与特朗普保持良好关系 共同出席活动并庆祝选秀活动 [12] - 迪士尼附属电视台拒绝播出节目直至主持人道歉 [13] - 事件重燃公司与NFL之间的分歧线 影响价值数十亿美元的合作关系 [1][13]

U.S. stocks settled higher on Friday, with the Dow Jones index gaining more than 150 points during the session, also hitting a fresh record high. The Federal Reserve, last week, cut rates by 25 basis points and signaled more easing ahead.The S&P 500 gained 1.2%, while the Dow added 1% last week. The Nasdaq surged 2.2% during the period.Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market move ...

Republican Senator Rand Paul said on Sunday that threats by Federal Communications Commission chair Brendan Carr against Disney and local broadcasters for airing "Jimmy Kimmel Live" were "absolutely inappropriate." ...