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Google has a lot more leverage over Disney in their carriage fight: LightShed's Rich Greenfield
Youtube· 2025-11-03 22:12
Millions of YouTube TV subscribers remain without access to ESPN and really the other Disney owned networks as well as a highstake standoff between Google and the entertainment giant dragging now into another week with no resolution. Joining us right now is Rich Greenfield, Lightshed Partners. What does it mean, Rich.I I don't even want to know what you think just of this of this particular fight. I want to know what you think that this fight represents in a larger way at this point. Well, I think what's re ...
Fubo Tops Wall Street Forecasts In Last Quarter Prior To Disney Acquisition
Deadline· 2025-11-03 20:39
In its last quarter before being acquired by Disney, pay-TV provider Fubo beat Wall Street forecasts and reached 1.63 million North American subscribers. Disney last week announced the close of its acquisition of 70% of Fubo, giving it 6 million subscribers across it and Hulu + Live TV, each of which will continue to operate separately. The deal news came as Disney entered a pitched carriage battle with YouTube TV, the No. 1 internet-delivered pay-TV service and No. 3 overall. ABC, ESPN and other Disney ne ...
Berkshire Hathaway Stock Edges Higher. Why Investors Are Split on Earnings.
Barrons· 2025-11-03 20:38
The conglomerate beat analysts' operating profit target, but there were no share buybacks over the third quarter. ...
November trading, Berkshire's cash hoard, Big Tech's ad revenue and more in Morning Squawk
CNBC· 2025-11-03 20:37
市场整体表现 - 10月份美股三大主要指数均录得上涨,标普500指数上涨2.3%,道琼斯工业平均指数上涨2.5%,纳斯达克综合指数跃升4.7% [4] - 11月股市期货在开盘前走高,历史上11月是标普500指数表现最强的月份,平均上涨1.8% [1][4] - 市场动能得益于人工智能主题交易的持续推动以及美中贸易紧张局势缓和的迹象 [1][4] 伯克希尔哈撒韦公司 - 公司现金储备增长至创纪录的3816亿美元,超过此前3477亿美元的纪录,且未进行股票回购 [2] - 第三季度来自全资业务的营业利润为134.85亿美元,同比增长34%,其中保险承保业务收入激增200%是主要推动力 [3] - 公司整体收益同比增长17%至308亿美元 [3] 大型科技公司 - Meta、亚马逊、Alphabet和微软的数字广告业务均报告强劲销售数据,表明经济不确定性尚未对广告预算产生负面影响 [3][4] - 这四家科技巨头预计今年的资本支出总额将超过3800亿美元,显示出其在人工智能领域的投入未有放缓迹象 [5] - 微软首席执行官表示人工智能将帮助公司以更高杠杆率增加员工人数,并计划在2025财年员工人数保持不变后再次扩招 [5] 制药行业 - 礼来和诺和诺德目前主导着减肥和糖尿病药物市场,一些分析师预计到2030年该市场规模可能达到1000亿美元 [9][10] - 一批新的制药商正争夺市场份额,患者因难以获得品牌药物而转向更便宜的仿制药 [10] - 为抵御潜在竞争者,礼来和诺德诺德正专注于增加供应、提高便利性并测试其药物的新用途 [11] - 诺和诺德股价今年已下跌近40%,因其产品在安全性和有效性方面被认为落后于礼来 [11] 宏观经济与政策 - 最高法院将于周三就前总统特朗普的关税问题听取口头辩论,该案结果可能决定其贸易议程的命运 [4] - 联邦法官裁定特朗普政府必须在持续的政府停摆期间使用应急资金支付SNAP食品福利,该福利帮助4200万美国人 [6] - 财政部部长表示政府不会对裁决提出上诉,并可能在周三前找到支付SNAP的资金 [7]
InterDigital awarded injunction against Disney by German court
Globenewswire· 2025-11-03 17:30
WILMINGTON, Del., Nov. 03, 2025 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a mobile, video and AI technology research and development company, today announced it has been awarded an injunction against Disney by a court in Germany. The Munich Regional Court ruled that InterDigital is entitled to an injunction over Disney’s infringement of an InterDigital patent which enables a method for dynamically overlaying a first video stream with a second video stream comprising, for example, subtitles. Dis ...
上海迪士尼乐园客流量累计突破1亿人次 度假区持续扩建
新华网· 2025-11-03 15:04
新华社上海11月3日电(记者许晓青)上海迪士尼度假区3日发布最新统计,上海迪士尼乐园于上周 迎来了开园9年多来的第1亿名游客。在公布这一数据的同时,上海迪士尼度假区宣布将建设第四座主题 酒店。 上海迪士尼度假区总裁、总经理包兆天表示:"我们不断为游客设计并提供独具迪士尼特色、与众 不同的全新体验。度假区最新的扩建计划正是这一承诺的力证。这座全新的酒店将成为我们整体度假区 体验的重要一环。" 该扩建项目将坐落于上海迪士尼乐园主入口附近,成为度假区的第四座主题酒店,建成后将成为离 乐园最近的迪士尼酒店,仅几步之遥即可步入乐园。 据了解,这一全新项目将加入上海迪士尼度假区目前正在推进中的一系列扩建项目。其中包括度假 区内的第三座主题酒店、上海迪士尼乐园的第九大主题园区——蜘蛛侠园区,以及乐园标志性景点"翱 翔·飞越地平线"等。 此次全新扩建项目的宣布也恰逢上海迪士尼度假区被认可为"全球标志性旅游目的地"。根据全球主 题娱乐协会(TEA)于2025年10月23日发布的《2024年主题娱乐协会全球体验报告》,上海迪士尼乐园 在2024年接待游客1470万人次,创历史新高;在"全球前25游乐园和主题乐园"排名中,上海迪士 ...
上海迪士尼九年客流破亿 将建第四座主题酒店并扩建购物餐饮娱乐区
经济观察网· 2025-11-03 13:47
经济观察网上海迪士尼度假区官宣,上海迪士尼九年客流破亿,园区将建第四座主题酒店并扩建购物餐 饮娱乐区。第四座酒店将紧邻上海迪士尼乐园主入口,成为离乐园最近的迪士尼酒店。 ...
上海迪士尼将建第四座主题酒店
北京商报· 2025-11-03 09:50
上海迪士尼度假区目前正在推进中的扩建项目还包括坐落于星愿湖南岸的第三座主题酒店、上海迪士尼乐园的第九大主题园区,以及乐园标志性景点"翱翔· 飞越地平线"。其中,第三座主题酒店目前已进入内部装修与建筑外立面工程阶段,建成后将为游客提供能够一览乐园开阔视野的客房选项,以及全新的休 闲娱乐设施,包括一个室外泳池和一个室内泳池阁。 上海迪士尼度假区方面还表示,上周,上海迪士尼乐园迎来了重要的客流里程碑,迎接了自开园以来的第一亿名游客。根据全球主题娱乐协会(TEA)最新 发布的《2024年主题娱乐协会全球体验报告》,上海迪士尼乐园在2024年接待游客1470万人次,创下历史新高。 北京商报讯(记者 吴其芸)11月3日,上海迪士尼度假区宣布,将建设第四座主题酒店并扩建购物餐饮娱乐区。据悉,该扩建项目将坐落于上海迪士尼乐园 主入口附近,建成后将成为离乐园最近的迪士尼酒店,仅几步之遥即可步入乐园。同时,该区域的亮点还包括一个类似于迪士尼世界商店的全新购物场地, 游客无需进入乐园即可选购度假区独家商品。 ...
3 Dates for Disney Investors to Circle in November
The Motley Fool· 2025-11-02 19:30
A seasonally potent earnings report along with a likely theatrical blockbuster and a new theme park attraction will keep Disney moving this month.Walt Disney (DIS +0.70%) has a lot on its plate as we head into Thanksgiving later this month. The iconic media stock finds itself trading only marginally higher in 2025. It enters November negotiating with YouTube TV to gets ESPN, ABC, and other of media networks back on the live TV streaming service.Unlike last year -- when Disney put out the year's three highes ...
Disney Stock Price Started 2025 at $111 — Experts Weigh in on Where It’s Headed
Yahoo Finance· 2025-11-02 01:57
Disney stock has lagged the stock market year-to-date. Shares started the year at $111 and have crawled up to $113 per share. The company continues to exhibit solid sequential growth for its streaming subscribers. Disney reported 180.7 million Disney+ and Hulu subscriptions in Q2 FY25, which is a 2.5 million increase from Q1 FY25. However, linear networks revenue dropped by 13% year-over-year, and that represents more than 10% of Disney’s total revenue. ESPN also had lower operating results year-over-year ...