We came across a bullish thesis on Fox Corporation on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on FOX. Fox Corporation's share was trading at $55.43 as of September 23rd. FOX’s trailing and forward P/E were 11.29 and 13.50 respectively according to Yahoo Finance. Copyright: wihtgod / 123RF Stock Photo Tubi, Fox Corporation’s wholly owned free, ad-supported streaming service (FAST), has demonstrated notable growth, with its viewership share reac ...

On Monday, current Comcast Corp. Chairman and CEO Brian L. Roberts (L, pictured Feb. 2010 on Capitol Hill in Washington, D.C.) said since newly named co-CEO Michael Cavanagh joined Comcast in 2015, he has "proven himself to be a trusted and collaborative leader." File Photo by Mike Theiler/UPI | License PhotoSept. 29 (UPI) -- Global media company Comcast said Monday it named Michael J. Cavanagh as co-CEO to serve alongside current chairman and CEO Brian Roberts.The Philadelphia-based Comcast said Cavanagh, ...

BOSTON, Sept. 29, 2025 (GLOBE NEWSWIRE) -- DraftKings Inc. (NASDAQ: DKNG) announced today that it has entered into a multi-year advertising agreement with NBCUniversal to execute exclusive integrations and digital sponsorships across NBCUniversal’s top-tier sports properties, including premier national coverage. This deal marks a significant milestone for both companies, expanding DraftKings’ presence in sports broadcasting through one of its largest and most impactful multi-platform agreements to date. “We ...

Jimmy Kimmel Alive is back on ABC, but broadcast network owners Sinclair and NextStar have both refused to air the show on their ABC affiliate networks. The boycott sparking analysis that Disney could maybe divest from its linear TV business. Laura Martin from Needam, for example, argued that Disney should shut down ABC entirely.Joining me now with an investor playbook for media stocks is Rich Greenfield Lightshed Partners partner and media and technology analyst. There is a lot to weigh as a result of this ...

Fresno, California, Sept. 26, 2025 (GLOBE NEWSWIRE) -- Comcast announced a $40,000 donation to the Boys & Girls Clubs of Fresno County on Sept. 24. The funding will support a variety of after-school programs focused on technology and digital opportunities. “At Comcast, we believe every student deserves access to tools and opportunities that will help them thrive in a digital world,” said Zenia Zaveri, Vice President of External Affairs for Comcast California. “This investment reflects our ongoing commitmen ...

核心观点 - 迪士尼将于2025年10月21日起实施新一轮流媒体服务价格上调 覆盖独立订阅套餐及捆绑套餐[1][2] - 价格调整后迪士尼点播流服务价格与Peacock、Apple TV Plus及HBO Max持平 直播电视服务价格显著高于YouTube TV并与有线电视套餐相当[5] 价格调整详情 - Disney Plus Premium、Hulu、ESPN Select传统捆绑套餐月费从22美元增至25美元[3] - Hulu Plus Live TV传统套餐月费从88美元增至95美元[3] - 含广告版Disney Plus月费定为12美元 无广告版定为19美元[5] - Disney Plus与Hulu捆绑套餐含广告版月费11美元[5] - 三平台捆绑套餐（Disney Plus、Hulu、ESPN Select）含广告版月费20美元 无广告版30美元[5] - 新增Disney Plus、Hulu、HBO Max捆绑套餐含广告版20美元 无广告版33美元[5] - Hulu Plus Live TV基础套餐含广告版89美元 含点播服务套餐无广告版100美元[5] 未调整项目 - Hulu无广告套餐保持原价[3] - 无广告版Disney Duo捆绑套餐保持原价[3] - 含ESPN Unlimited的新捆绑套餐保持原价[3] 行业动态 - 奈飞、Peacock和Apple TV Plus本年均已实施涨价[5] - Warner Bros Discovery高管明确表示HBO Max即将涨价[5] - 迪士尼本次涨价与去年2024年10月的价格调整保持年度同步节奏[1]

Walmart+会员计划新福利 - 公司为Walmart+会员新增Peacock流媒体平台服务 会员无需支付额外费用 该服务将于本周一正式生效 [1] - 新增Peacock Premium服务后 会员可在派拉蒙旗下Paramount+与Peacock两大顶级流媒体服务间自由切换 年费仍保持98美元不变 [1] - 此次权益升级是零售巨头为庆祝Walmart+上线五周年推出的重要举措 [1] Walmart+会员计划发展现状 - 会员数达约2660万 相当于美国家庭渗透率约20%（经调整后约为13%）[2] - 会员福利从最初三项核心福利扩展至十二项 包括生鲜杂货免费当日达、无最低消费免费配送、加油折扣及5%无限额现金返还信用卡等 [1] 会员计划的战略意义 - 扩大会员基础是公司整体电商飞轮战略核心要素 能盈利性地扩展超级中心周边配送覆盖区域并提高运营密度 [2] - 该计划是公司利用杂货零售领先地位培养客户忠诚度与复购行为的重要催化剂 同时能吸引中高收入家庭钱包份额 [2] - 计划被认为能够创造高利润的经常性收入流 [2]

Walmart (NYSE:WMT) continues to roll out new perks for Walmart+ members. The latest video streaming benefit is the addition of Peacock for Walmart+ members. NBCUniversal's (CMCSA) Peacock joins longtime partner Paramount+ as a part of the Walmart+ service at ...

NBA新媒体版权协议 - NBA与迪士尼 NBC环球和亚马逊达成新全国电视转播协议 为期11年总价值760亿美元[6] - 新协议从下赛季开始执行 取代之前为期9年价值240亿美元的旧转播合同[7] - 全国转播比赛将通过NBCPeacock DisneyESPN和亚马逊Prime Video平台播出[7] 观赛成本变化 - 获取全部转播服务需支付至少每月54美元基础套餐费用 若选择无广告版本成本更高[7] - YouTube TV用户需额外支付Peacock和亚马逊Prime每月24美元费用才能观看所有比赛[8] - 传统有线电视套餐平均月费约为147美元 但流媒体组合方案仍相对便宜[9] 联盟通行证局限性 - NBA League Pass每月17美元可观看非本地比赛直播和回放 并提供2012年以来所有比赛录像[9] - 全国转播比赛需延迟3小时观看 本地比赛需延迟3天观看 无法满足实时观赛需求[10] - 想要观看所有比赛直播仍需购买三大流媒体服务加上本地球队转播平台[10] 联盟官方立场 - 联盟总裁亚当·萧华认为球迷可通过免费平台观看比赛集锦 称NBA是"集锦型体育"[11] - 官方强调Instagram TikTok Twitter和YouTube等平台提供大量广告支持的免费内容[11] - 联盟认为尽管观赛成本上升 但通过社交媒体平台仍能接触大量篮球内容[11]

公司与亚马逊合作协议扩展 - Prime Video客户可订阅Peacock Premium Plus无广告套餐 月费16.99美元或年费169.99美元[1][2] - Peacock应用将在亚马逊Fire TV设备保持可用 双方达成多年续约协议[1][2] - 环球影业家庭娱乐影片（如《侏罗纪世界：重生》《驯龙高手》）继续在Prime Video提供租赁或购买服务[3] 内容分发渠道协同 - Xfinity TV客户持续获得Prime Video内容库访问权限[3] - 通过协议扩展增强Prime Video/Peacock/Fire TV/Xfinity X1平台的内容互通性[1] 公司业务结构 - 公司业务涵盖住宅连接与平台/商业服务连接/媒体/影视工作室/主题公园五大板块[4]