El interés en corto de Walt Disney da a los inversores una idea del grado en que los inversores apuestan por la caída de las acciones de Walt Disney. Los datos de interés en corto se actualizan cada dos semanas.

Walt Disney (NYSE:DIS) Bolsa, Informe de interés en corto

Walt Disney

The Walt Disney Co operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses ESPN and the ESPN+ streaming service. Experiences contain Disney's theme parks and vacation destinations and also benefit from merchandise licensing.

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Bob Iger, CEO de Disney, recibió $41,1M en 2024, un 30% más que el año anterior. Su compensación refleja los logros en taquilla y streaming.

Bob Iger, CEO de Disney, aumenta su salario un 30% a $41,1M

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Netflix brilla en los Premios de la Academia con 16 nominaciones, encabezadas por &#34;Emilia Pérez&#34;. ¿Victoria de Netflix como Mejor Película?

Netflix lidera las nominaciones al Oscar 2025 con &#34;Emilia Pérez&#34;

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Netflix rompió récords en 4T: +18,9 millones de usuarios, ingresos sorprendentes y estrategias clave con deportes y shows exclusivos.

Netflix (NFLX) incrementa suscriptores un 105% con deportes en vivo y shows icónicos en 4T 2024

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<a href="https://www.bloomberg.com/news/articles/2025-01-28/uk-considers-making-netflix-users-pay-license-fee-to-fund-bbc" title="https://www.bloomberg.com/news/articles/2025-01-28/uk-considers-making-netflix-users-pay-license-fee-to-fund-bbc">https://www.bloomberg.com/news/articles/2025-01-28/uk-considers-making-netflix-users-pay-license-fee-to-fund-bbc</a>

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"UK Is Considering Making Households Who Only Use Streaming Services Such As Netflix And Disney Pay The BBC License Fee" - Bloomberg News

January 27, 2025 records indicate that Representative Debbie Dingell filed a purchase of Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), valued between $1,001 and $15,000. According to the January filing, the transaction occurred on January 27, 2025.
Currently, Walt Disney shares are trading down 1.05% at $112.14.
<h3>What Representative Has Been Trading Recently</h3>
In the past three years, Debbie Dingell made 18 stock trades totaling more than $319 thousand. The largest trades involved stocks like Meta Platforms and Service Properties Trust. Their most notable trades made recently include key transactions: None
Here's a summary of Debbie Dingell's recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Government National</td>
<td></td>
<td></td>
<td>$50,001 - $100,000</td>
<td>P</td>
<td>2024-11-01</td>
</tr>
</tbody>
</table>
If you want to stay updated on Debbie Dingell's trades and other congressional members, check out our <a href="https://www.benzinga.com/gov-trades/members/debbie-dingell">government trades tool</a> to track their activity in real time!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>The Importance of Congressional Transactions</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Recent Report Shows That Rep. Debbie Dingell Bought Up to $15K Worth of Walt Disney Stock

Bob Iger, the CEO of Disney Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), experienced a notable increase in his compensation for 2024, reaching $41.1 million, a 30% jump from the<a target="_blank" href="https://www.sec.gov/Archives/edgar/data/1744489/000090266424000492/p24-0277dfan14a.htm" rel="noreferrer noopener"> $31.6 million he received in 2023</a>.
As outlined in Disney&#8217;s proxy statement filed with the Securities and Exchange Commission, his pay package included a combination of stock and option grants, bonuses, and <a target="_blank" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/1744489/000174448925000059/dis-20250123.htm" rel="noreferrer noopener">additional forms of compensation</a>.
Beyond his $1 million base salary, Iger also earned $18.3 million in stock awards, $12 million in option awards, and $7.2 million in performance bonuses.
According to Disney, Iger&#8217;s pay was primarily tied to his performance, reflecting his role in key achievements. Under his leadership, Disney dominated the global box office with two of the highest-grossing films of the year—Inside Out 2, which grossed $1.7 billion, and Deadpool &amp; Wolverine, which earned $1.3 billion.
He also helped reach key milestones in the streaming operations by attaining profitability and creating a more integrated streaming platform, highlighted by the introduction of Hulu on Disney+.
Yesterday, Disney also announced several senior executive appointments.
Ken Potrock was named president of Walt Disney Co. Major Events Integration, and Joe Schott was appointed president of <a target="_blank" href="https://www.benzinga.com/pressreleases/25/01/b43178479/disney-experiences-announces-key-leadership-appointments" rel="noreferrer noopener">Disney Signature Experiences</a>.
Additionally, Andrew Bolstein will assume the role of president and general manager of Shanghai Disney Resort, while Thomas Mazloum was appointed president of Disneyland Resort.
The company&#8217;s streaming services, including Disney+, Hulu, and ESPN+, have gained around 157 million monthly active users worldwide who <a target="_blank" href="https://www.benzinga.com/25/01/42890512/disney-now-has-157-million-monthly-ad-supported-viewers-on-disney-hulu-and-espn-globally" rel="noreferrer noopener">interact with ad-supported content</a>.
In early January, Disney finalized a definitive agreement to combine Disney&#8217;s Hulu + Live TV with Fubo, forming a <a target="_blank" href="https://www.benzinga.com/25/01/42816545/fubotv-and-disney-near-merger-to-create-second-largest-digital-tv-provider-shares-soar-report" rel="noreferrer noopener">combined&nbsp;virtual MVPD company</a>.
Price Action: DIS shares are trading higher by 0.14% at $111.20 in premarket at the last check Friday.
Read Next:
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<li><a href="https://www.benzinga.com/25/01/43160342/metas-pay-or-consent-policy-faces-fresh-criticism-from-eu-consumer-group" target="_blank" rel="noreferrer noopener">Meta&#8217;s Pay-Or-Consent Policy Faces Fresh Criticism From EU Consumer Group</a></li>
</ul>
Image via Shutterstock.

Disney CEO Bob Iger's Pay Surges 30% In 2024: Details

Disney Experiences Chairman Josh D'Amaro today announced several appointments for members of his executive team including a newly created role to oversee major events integration, and new heads for Disneyland Resort, Disney Signature Experiences and Shanghai Disney Resort. The announcement comes as Disney Experiences has embarked on ambitious expansion plans for its cruise line business and at theme parks around the world.
"We have a deep bench of globally minded business leaders who bring the versatility needed to step into key roles across our diverse portfolio," said Josh D'Amaro, Chairman, Disney Experiences. "These tenured leaders have extensive technical and operational expertise with strong insight and understanding of the guest experience, and possess qualities that promote innovation, creativity, and results."
Josh D'Amaro announced the following strategic senior executive changes:
<ul>
<li>Ken Potrock, a 30-year Disney veteran will take on the newly created role of President, The Walt Disney Company Major Events Integration. In this role, Potrock will be responsible for developing comprehensive, cross-company plans to maximize the value of large-scale sports, entertainment and tourism events ranging from the 2028 Los Angeles Olympics to the 250th Anniversary of the nation. Potrock joined Disneyland Resort in 2020 and led the successful post-pandemic reopening, and recently secured the approval of DisneylandForward, which unlocks opportunities for expansion and investment in Anaheim for the next 40 years. During his tenure, he also oversaw the opening of Avengers Campus, the reimagining of Pixar Place Hotel, the expansion of the Downtown Disney District, and the continued expansion of Disney California Adventure – including the recent announcement of two new attractions coming to Avengers Campus, and new attractions inspired by Avatar and Coco. Potrock will continue to report to D'Amaro, with accountability to Jimmy Pitaro, Chairman ESPN.</li>
<li>Thomas Mazloum has been appointed the new President of Disneyland Resort. In this role, Mazloum will lead more than 36,000 Cast Members and oversee the operation of two theme parks, three resort hotels, and the Downtown Disney District, and will guide Disneyland Resort through a new era of growth with the recent approval of DisneylandForward. Under Mazloum's recent leadership of Disney Signature Experiences, Disney Cruise Line secured investments and development plans to double its fleet size by 2031. Prior to his time at Disney Cruise Line, Mazloum held various leadership positions at Walt Disney World, overseeing Operations, Resorts, Transportation, ESPN Wide World of Sports, Club 33, Disney Springs and more. Mazloum will continue to report to D'Amaro.</li>
<li>Joe Schott has been appointed President of Disney Signature Experiences (DSE), a division of Disney Experiences that offers family travel and leisure experiences beyond theme parks, including Disney Cruise Line (DCL), Disney Vacation Club, Aulani – a Disney Resort &amp; Spa, Adventures by Disney, Storyliving by Disney and more. Schott's Disney career spans 40 years, and since 2019 he has led Shanghai Disney Resort as President and General Manager. Under his leadership, Shanghai Disneyland expanded to include the successful Zootopia-themed land, new attractions and entertainment, and in development, a third hotel and a new Spider-Man-themed attraction. Prior to his role in Shanghai, Schott led operations at Disneyland Paris and was Executive Managing Director of Walt Disney Attractions Japan at Tokyo Disney Resort. Schott's vast experience in global markets and his extensive knowledge of our international operations will be pivotal as Disney Cruise Line expands its fleet to new destinations worldwide. Schott will now report directly to D'Amaro.</li>
<li>Andrew Bolstein is promoted to President &amp; General Manager of Shanghai Disney Resort. Bolstein was part of the opening leadership team at Shanghai Disney Resort, working hand-in-hand with Imagineers as the park took shape. His 30-year career started at Walt Disney World and included leadership roles in Hong Kong and Tokyo, and nearly 13 years in Shanghai. Bolstein brings deep operational knowledge, passion for the Cast and surrounding community, and strong relationships with key government, business and industry partners. Andrew will report to Jill Estorino, President and Managing Director of Disney Parks International.</li>
</ul>
Disney Experiences has an expansive footprint in the global theme park travel and experience business with 12 parks around the world; Disney Cruise Line, which visits ports in nearly 40 countries and will more than double the size of its current fleet by 2031; and, Disney's industry-leading consumer products division, which brings Disney IP into fans' homes across the globe and is the largest licensor in the world.
Transition to the new roles will begin immediately.

Management

Disney Experiences Announces Leadership Appointments Amid Global Expansion Plans; Ken Potrock Named President Of Major Events Integration, Thomas Mazloum To Lead Disneyland Resort, Joe Schott Heads Disney Signature Experiences, Andrew Bolstein Promoted To Shanghai Disney Resort, Effective Immediately

A Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) analyst sees sports, DTC and experiences offering hope and questions for investors when the company reports first-quarter financial results on <a href="https://www.benzinga.com/earnings">Wednesday, Feb. 5.</a>
The Disney Analyst: Goldman Sachs analyst Michael Ng reiterated a Buy rating on Disney and raised the price target from $137 to $139.
Read Also: <a href="https://www.benzinga.com/general/education/25/01/43145703/netflix-worth-more-than-disney-paramount-comcast-fox-combined">Netflix Worth More Than Disney, Paramount, Comcast, Fox Combined</a>
The Analyst Takeaways: Disney could turn in an earnings per share beat in the fourth quarter thanks to better-than-expected results across several business units, Ng said in a new investor note.
Ng said Disney's EBIT for Experiences and Sports should be higher than consensus analyst estimates, but Entertainment EBIT could miss estimates.
The analyst said the <a href="https://www.benzinga.com/24/12/42603589/disney-hits-2-billion-domestic-box-office-wins-top-honors-global-box-office-2025-to-grow-8-to-33b-analyst-says">box office performance</a> for "Moana 2" and "Mufasa: The Lion King" could help boost content sales and licensing EBIT in the quarter.
For direct-to-consumer, the analyst forecasts flat Disney+ core net adds, which is higher than the consensus estimate of a decline of 1.0 million.
"Since its F4Q24 earnings report (11/14/24) where DIS introduced 3-yr forward guidance above-consensus estimates, DIS shares have outperformed the market," Ng said.
The analyst said investor sentiment on the theme parks demand recovery and growth outlooks are helping boost the shares.
Ng said the key investor debates for the first-quarter results will be Sports EBIT outlook with the planned Fall 2025 launch of the ESPN flagship DTC, the DTC outlook with the Hulu + Live TV and Fubo partnership and the experiences outlook.
The analyst noted that Disney's report comes after Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) <a href="https://www.benzinga.com/news/earnings/25/01/43114866/netflix-q4-earnings-record-subscribers-nfl-squid-game-push-past-highest-expectations">reported better-than-expected</a> fourth-quarter results and had its best ever quarter for net additions (+18.9 million). 
Ng's forecast of flat Disney+ Core net adds comes due to an expected temporary increase in churn from price increases and the expiration of summer promotional activity.
"Looking ahead, we model +6.5 mn Disney+ Core net adds in F2025 driven by demand from an attractive pay-1 window for theatrical titles and the password sharing crackdown."
The analyst also highlighted the ESPN DTC launch, which still has question marks on pricing and early promotion. Ng said this could be a key item discussed by the company on future earnings calls.
"We view DIS as a high quality EPS compounder at an undemanding valuation."
DIS Price Action: Disney stock is up 1.2% to $110.12 on Thursday versus a 52-week trading range of $83.91 to $123.74. Disney stock is up 17% over the last year.
Read Next: 
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<li><a href="https://www.benzinga.com/25/01/43104552/youtube-vs-netflix-streamers-top-usage-leaderboard-in-december-sector-makes-more-gains-on-broadcast-and-cable">YouTube Vs. Netflix: Streamers Top Usage Leaderboard In December, Sector Makes More Gains On Broadcast And Cable</a></li>
</ul>
Image created using photos from Shutterstock.

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Disney Analyst Sees Flat Disney+ Growth In Q1 After Netflix's Record Quarter, But Remains Bullish

Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) could strike gold at the Academy Awards once again with its &#8220;Emilia Pérez&#8221; the most nominated film, showing the continued strength of<a href="https://www.benzinga.com/topic/streaming"> streaming in the movie sector.</a>
What Happened: Netflix has now had at least one film nominated for Best Picture in each year since 2019. The streaming giant will be hoping that <a href="https://www.benzinga.com/general/entertainment/24/12/42395178/golden-globes-2025-nominations-netflix-scores-nods-for-emilia-perez-and-squid-game-comcast-lands-4-wicked-noms">&#8220;Emilia Pérez&#8221; can</a> help the company win the award for the first time.
Here are the Best Picture <a href="https://www.hollywoodreporter.com/movies/movie-news/2025-oscars-nominees-list-1236115626/">nominations </a>and their respective studios and associated stocks.
<ul>
<li>"Anora": Neon</li>
<li>"The Brutalist": A24</li>
<li>"A Complete Unknown": Searchlight Pictures, a unit of The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)</li>
<li>"Conclave": Distributed by Focus Features, a unit of Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) in the U.S.</li>
<li>"Dune: Part Two": Warner Bros. Pictures (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)</li>
<li>"Emilia Pérez": Netflix</li>
<li>"I'm Still Here": Distributed by Sony Group Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) in U.S.</li>
<li>"Nickel Boys": Amazon MGM Studios, a unit of Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)</li>
<li>"The Substance": Mubi</li>
<li>"Wicked": Universal Pictures, a unit of Comcast</li>
</ul>
Emilia Pérez led the overall nominations with 13 nods, setting the record for the most nominations for a non-English language film. Actress Karla Sofía Gascón also became the first openly trans actor ever nominated for an Academy Award for her role in the film.
The film helped Netflix rank first among studios with 16 total nominations in the main categories, ranking second was A24 with 14 followed by Universal with 13.
Netflix has received plenty of nominations at the Academy Awards including for Best Picture, but has yet to win this top prize. Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) became the first streaming company to win Best Picture in 2022 with "CODA."
Last year's most nominated film "Oppenheimer"<a href="https://www.benzinga.com/general/entertainment/24/03/37600557/oppenheimer-scoops-the-96th-academy-awards-with-7-oscars-emma-stone-a-second-actress-award-"> took home seven wins </a>including Best Picture from its 13 nominations.
Ranking second in overall nominations were "Wicked" and "The Brutalist," which both received 10 nominations. &#8220;The Brutalist&#8221; won Best Picture-Drama at the Golden Globes, but has recently come into controversy for its use of artificial intelligence in the film, as <a href="https://deadline.com/2025/01/the-brutalist-ai-brady-corbet-responds-1236260987/">reported </a>by Deadline. 
"Wicked" was one of the highest grossing films of 2024 and it now hopes to take home more hardware at the Academy Awards. Nominee Cynthia Erivo would become part of the elusive EGOT (Emmy, Grammy, Oscar, Tony) if she wins for her role in "Wicked."
Another top storyline could be the fact that "The Apprentice," a movie about President Donald Trump got nominated for two Academy Awards. Trump fought to get<a href="https://www.benzinga.com/general/entertainment/24/12/42403697/donald-trump-tried-to-block-the-apprentice-from-movie-theaters-film-gets-2-golden-globe-nominations"> the movie banned</a> from theaters unsuccessfully. Sebastian Stan, who played Trump in the film, was nominated for Best Actor and Jeremy Strong, who plays Trump mentor Roy Cohn in the film, was nominated for Best Supporting Actor.
Read Also: <a href="https://www.benzinga.com/general/entertainment/23/11/36035853/playing-donald-trump-on-film-actor-goes-from-playing-marvel-superhero-musician-tommy-lee-ro">Playing Donald Trump On Film: Actor Goes From Playing Marvel Superhero, Musician Tommy Lee, Robinhood Founder Vlad Tenev To Former President</a>
Other Nominations: Here's a look at the other top categories and this year's nominees:
Best Actor in a Leading Role
<ul>
<li>Adrien Brody, "The Brutalist"</li>
<li>Timothée Chalamet, "A Complete Unknown"</li>
<li>Colman Domingo, "Sing Sing"</li>
<li>Ralph Fiennes, "Conclave"</li>
<li>Sebastian Stan, "The Apprentice"</li>
</ul>
Best Actress in a Leading Role
<ul>
<li>Cynthia Erivo, "Wicked"</li>
<li>Karla Sofía Gascón, "Emilia Pérez"</li>
<li>Mikey Madison, "Anora"</li>
<li>Demi Moore, "The Substance"</li>
<li>Fernanda Torres, "I'm Still Here"</li>
</ul>
Best Actor in a Supporting Role
<ul>
<li>Yura Borisov, "Anora"</li>
<li>Kieran Culkin, "A Real Pain"</li>
<li>Edward Norton, "A Complete Unknown"</li>
<li>Guy Pearce, "The Brutalist"</li>
<li>Jeremy Strong, "The Apprentice"</li>
</ul>
Best Actress in a Supporting Role
<ul>
<li>Monica Barbaro, "A Complete Unknown"</li>
<li>Ariana Grande, "Wicked"</li>
<li>Felicity Jones, "The Brutalist"</li>
<li>Isabella Rossellini, "Conclave"</li>
<li>Zoe Saldaña, "Emilia Pérez"</li>
</ul>
Best Director
<ul>
<li>Sean Baker, "Anora"</li>
<li>Brady Corbet, "The Brutalist"</li>
<li>James Mangold, "A Complete Unknown"</li>
<li>Jacques Audiard, "Emilia Pérez"</li>
<li>Coralie Fargeat, "The Substance"</li>
</ul>
Best Adapted Screenplay
<ul>
<li>"A Complete Unknown"</li>
<li>"Conclave"</li>
<li>"Emilia Pérez"</li>
<li>"Nickel Boys"</li>
<li>"Sing Sing"</li>
</ul>
Best Original Screenplay
<ul>
<li>"Anora"</li>
<li>"The Brutalist"</li>
<li>"A Real Pain"</li>
<li>"September 5"</li>
<li>"The Substance"</li>
</ul>
What's Next: The 97th Academy Awards will air on ABC and stream on Hulu on March 2 at 7 p.m. ET. Conan O'Brien is this year's host.
The show will pay tribute to the city of Los Angeles after <a href="https://www.benzinga.com/general/entertainment/25/01/42888380/los-angeles-fires-shut-down-production-of-tv-shows-fallout-abbott-elementary-hacks-film-premieres-canceled-critics-choice-awards-delayed">the devastating wildfires</a>. The academy recently said it would move away from live performances of original song nominees to focus on the songwriters.
"We will honor Los Angeles as the city of dreams, showcasing its beauty and resilience, as well as its role as a beacon for filmmakers and creative visionaries for over a century," Academy CEO Bill Kramer and Academy President Janet Yang said.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/01/43114866/netflix-q4-earnings-record-subscribers-nfl-squid-game-push-past-highest-expectations">Netflix Q4 Earnings: Record Subscribers, NFL, &#8216;Squid Game&#8217; Push Past &#8216;Highest Expectations&#8217;</a></li>
</ul>
Photo: Shutterstock

2025 Oscars: 'Emilia Pérez' Leads With 13 Nods, Trump Portrayal In Spotlight

Gary Black has credited Netflix Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) <a href="https://www.benzinga.com/news/earnings/25/01/43114866/netflix-q4-earnings-record-subscribers-nfl-squid-game-push-past-highest-expectations">fourth-quarter performance</a> to its live sports strategy, original content, and price hike that saw minimal customer attrition.
What Happened: The Future Fund LLC managing partner took to X on Wednesday and highlighted Netflix's ability to attract massive audiences with its live sports and entertainment offerings.
&#8220;$NFLX (+10.5% AH) crushed 4Q net streaming adds (+18.9M vs +9.2M est) behind the strength of live sports and Squid Games 2,&#8221; he stated.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24NFLX&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NFLX</a> (+10.5% AH) crushed 4Q net streaming adds (+18.9M vs +9.2M est) behind the strength of live sports and Squid Games 2. 2025/1Q Rev and EPS guides light vs ests. 4Q: &#8211; Revs $10.25B vs $10.11B est &#8211; EPS $4.27 vs $4.18 est &#8211; Paid members 301.6M vs 290.9M 1Q guide: &#8211; Rev…
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1881813710328443019?ref_src=twsrc%5Etfw">January 21, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/news/global/25/01/43088582/gary-black-questions-elon-musks-take-on-ev-credit-removal-after-tesla-sales-drop-in-europe-not-sure-how-the-math-works">Gary Black Questions Elon Musk&#8217;s Take On EV Credit Removal After Tesla Sales Drop In Europe: &#8216;Not Sure How The Math Works&#8217;</a>
Black noted that the Mile Tyson&#8211;Jake Paul fight and Beyoncé's Christmas show as pivotal in delivering 18.9 million net subscriber adds, more than double the expected 9.2 million.
"When you have 65 million people go to Netflix for the Tyson-Paul fight and 25 million for Beyoncé&#8217;s halftime show, it was clear Netflix was going to get huge net subscriber adds," Black said.
The prominent investor also pointed out that Netflix's 14% price increase contributed significantly to its revenue growth while maintaining low customer attrition.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">When you have 65M people go to <a href="https://twitter.com/search?q=%24NFLX&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$NFLX</a> for Mike Tyson-Jake Paul fight, and 25M people for Beyonce halftime show on Christmas, it was clear NFLX was going to get huge net subscriber adds (+18.9M vs +9.2M exp). Add to that a +14% avg price increase with very low attrition, and it's…
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1882062783635722505?ref_src=twsrc%5Etfw">January 22, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: Netflix&#8217;s fourth-quarter results have been described as one of the best in the company&#8217;s history.
The streaming giant brought its total paid memberships to 301.63 million compared to 290.9 million estimated. It also reported $10.25 billion in revenue, beating the expected $10.11 billion, and an EPS of $4.27, exceeding the projected $4.19.&nbsp;
However, Netflix's first-quarter 2025 guidance slightly missed expectations, with forecasted revenue of $10.42 billion (vs. $10.48 billion expected) and EPS of $5.58 (vs. $6.01 expected).
Analysts have <a href="https://www.benzinga.com/general/entertainment/25/01/43136402/netflix-stock-firing-on-all-cylinders-10-analysts-react-to-q4-beat-guidance-price-increases">adjusted their price targets</a> for Netflix, with Macquarie analyst Tim Nollen raising the target from $965 to $1,150, and KeyBanc analyst Justin Patterson increasing it from $1,000 to $1,100.
Netflix has also surpassed the <a href="https://www.benzinga.com/general/education/25/01/43145703/netflix-worth-more-than-disney-paramount-comcast-fox-combined">combined market cap</a> of entertainment giants like Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), Paramount Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>) and Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>).
Price Action: Black predicted a 20% upside for Netflix on Wednesday. During regular trading, the stock gained 9.69%, though it edged down 0.49% in after-hours trading.
Despite the slight after-hours dip, NFLX has delivered impressive gains this year, rising 7.59% year-to-date and an astounding 96.41% over the past 12 months, according to <a href="https://pro.benzinga.com/dashboard">data from Benzinga Pro</a>.
Netflix currently has a Relative Strength Index (RSI) of 67, indicating that the stock is in neutral territory.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/NFLX/analyst-ratings"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/01/22210933/Screenshot-2025-01-23-at-7.39.26%E2%80%AFAM-1024x375.png" alt="" class="wp-image-745822" /></a></figure>
Photo Courtesy: Shutterstock.com
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Netflix Crushed Q4 Thanks To Sports, Squid Game, Says Gary Black: Analyst Highlights Low Attrition Despite Price Hikes, Predicts Stock Upside

Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) stock hit all-time highs Wednesday on the heels of a quarterly financial report that beat analyst estimates and saw<a href="https://www.benzinga.com/news/earnings/25/01/43114866/netflix-q4-earnings-record-subscribers-nfl-squid-game-push-past-highest-expectations"> record subscriber growth.</a>
With the stock price gains, Netflix is now worth more than the media companies that own the four U.S. broadcast networks and several other streaming companies combined.
What Happened: Netflix reported 18.9 million net new paid subscribers in the fourth quarter, setting a new company record. The company ended the quarter with 301.6 million global paid subscribers, continuing its dominance in<a href="https://www.benzinga.com/topic/streaming"> the streaming sector.</a>
Along with dominating the streaming sector, Netflix is also dominating the overall entertainment sector taking time away from traditional broadcasters and cable networks.
The company is also seeing its valuation rise while other media companies have had falling stock prices over the last year.
Netflix is now worth more than the four broadcast network parent companies combined as shown below.
<ul>
<li>CBS, owned by Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>): $7.4 billion</li>
<li>NBC, owned by Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): $141.8 billion</li>
<li>FOX, owned by Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>): $21.4 billion</li>
<li>ABC, owned by The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>): $197.6 billion</li>
<li>Total: $368.2 billion</li>
</ul>
Compare that to Netflix's current market capitalization of $410.0 billion.
Netflix is also worth more than many of its streaming competitors combined, which includes some of the media companies listed above:
<ul>
<li>Paramount+, owned by Paramount: $7.4 billion</li>
<li>Peacock, owned by Comcast: $141.8 billion</li>
<li>Tubi, owned by Fox: $21.4 billion</li>
<li>Disney+, Hulu, owned by Disney: $197.6 billion</li>
<li>MAX, owned by Warner Bros Discovery (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>): $24.0 billion</li>
<li>The Roku Channel, owned by Roku Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>): $11.7 billion</li>
<li>Total: $404 billion</li>
</ul>
Netflix is worth more than the combined market caps of the four broadcast channel owners and Warner Bros and Roku combined.
Read Also: <a href="https://www.benzinga.com/general/entertainment/25/01/43136402/netflix-stock-firing-on-all-cylinders-10-analysts-react-to-q4-beat-guidance-price-increases">Netflix Stock &#8216;Firing On All Cylinders&#8217;: 10 Analysts React To Q4 Beat, Guidance, Price Increases</a>
Why It's Important: Outside of companies like Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), which own streaming platforms, Netflix is worth significantly more than its streaming and media rivals.
The other key competitor is YouTube, which is owned by Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), another tech giant valued higher than Netflix.
YouTube and Netflix ranked first and second respectively for <a href="https://www.benzinga.com/25/01/43104552/youtube-vs-netflix-streamers-top-usage-leaderboard-in-december-sector-makes-more-gains-on-broadcast-and-cable">December market share</a> for streaming according to a Nielsen report. YouTube's December market share hit a company record 11.1% in December. Netflix tied its company record with an 8.5% market share in December.
Streaming hit a market share of 43.3%, up 9% from November. Broadcast television had market share of 22.4%, cable television had market share of 23.8% and other options came in at 10.6%, according to the report.
Netflix highlighted its strong lineup of content in the fourth quarter helping subscriber growth. That lineup included NFL games on Christmas, a second season of "Squid Game" and a record-breaking boxing match between Jake Paul and Mike Tyson.
The streaming company highlighted its 2025 content slate including new seasons of "Squid Game," "Stranger Things" and "Wednesday." The company will also have several live streamed events again including at least one NFL game on Christmas along with its WWE partnership that kicked off in January.
Netflix's commanding market share and encroachment into traditional media has been going on for years and could continue well into the future.
NFLX Price Action: Netflix stock is up 10% to $959.38 on Wednesday versus a 52-week trading range of $481.40 to $999.00. The stock hit new all-time highs on Wednesday and shares traded over $1,000 in the premarket session. Netflix stock is now up 98% over the last year.
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</ul>
Photo: Shutterstock

Education

FOXA

GOOG

GOOGL

PARAA

ROKU

Netflix Worth More Than Disney, Paramount, Comcast, Fox Combined

Investors with a lot of money to spend have taken a bullish stance on Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with DIS, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 25 uncommon options trades for Walt Disney.
This isn't normal.
The overall sentiment of these big-money traders is split between 48% bullish and 40%, bearish.
Out of all of the special options we uncovered, 4 are puts, for a total amount of $347,879, and 21 are calls, for a total amount of $993,788.
<h3>Projected Price Targets</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $75.0 and $135.0 for Walt Disney, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
In terms of liquidity and interest, the mean open interest for Walt Disney options trades today is 3649.41 with a total volume of 6,392.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Walt Disney's big money trades within a strike price range of $75.0 to $135.0 over the last 30 days.
<h3>Walt Disney Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737572442_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>12/18/26</td>
<td>$27.4</td>
<td>$26.9</td>
<td>$27.4</td>
<td>$95.00</td>
<td>$174.8K</td>
<td>1.5K</td>
<td>64</td>
</tr>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$26.95</td>
<td>$26.85</td>
<td>$26.85</td>
<td>$135.00</td>
<td>$166.2K</td>
<td>205</td>
<td>64</td>
</tr>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$1.4</td>
<td>$0.99</td>
<td>$1.15</td>
<td>$85.00</td>
<td>$115.0K</td>
<td>2.8K</td>
<td>1.0K</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$22.5</td>
<td>$21.85</td>
<td>$21.9</td>
<td>$105.00</td>
<td>$98.5K</td>
<td>308</td>
<td>46</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$10.25</td>
<td>$10.05</td>
<td>$10.09</td>
<td>$115.00</td>
<td>$58.5K</td>
<td>5.0K</td>
<td>60</td>
</tr>
</tbody>
</table>

<h3>About Walt Disney</h3>
Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses ESPN and the ESPN+ streaming service. Experiences contains Disney's theme parks and vacation destinations, and also benefits from merchandise licensing.
Having examined the options trading patterns of Walt Disney, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Present Market Standing of Walt Disney</h3>
<ul>
<li>With a trading volume of 4,433,466, the price of DIS is up by 0.27%, reaching $108.99.</li>
<li>Current RSI values indicate that the stock is may be approaching oversold.</li>
<li>Next earnings report is scheduled for 14 days from now.</li>
</ul>
<h3>Professional Analyst Ratings for Walt Disney</h3>
3 market experts have recently issued ratings for this stock, with a consensus target price of $127.33333333333333.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Reflecting concerns, an analyst from Citigroup lowers its rating to Buy with a new price target of $125. 
&#x2A; An analyst from Macquarie persists with their Neutral rating on Walt Disney, maintaining a target price of $110. 
&#x2A; In a positive move, an analyst from Redburn Atlantic has upgraded their rating to Buy and adjusted the price target to $147. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Walt Disney options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Options

Walt Disney's Options: A Look at What the Big Money is Thinking

Millions of people tuned into media coverage of Donald Trump's inauguration on Monday, Jan. 20, which came with the stock market also being closed and some people having the day off in observance of <a href="https://www.benzinga.com/government/regulations/25/01/43085323/trump-sworn-in-as-47th-president-declares-golden-age-of-america-begins-right-now">Martin Luther King Jr. Day.</a>
Here's a look at how many people watched the inauguration and how it compares to the last two presidential inaugurations.
What Happened: While <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/01/43085491/where-will-sp-500-open-after-trumps-inauguration-39-pick-this-range">investors are enthusiastic</a> about the potential stock market returns under Trump's new term in the White House, some may have skipped watching the inauguration.
The 2024 presidential election was watched by an average of 24.59 million viewers according to Nielsen data, as <a href="https://deadline.com/2025/01/trump-inauguration-ratings-1236262953/">reported </a>by Deadline.
Among the viewership totals, 17.4 million were aged 55 and older, 4.67 million were aged 35-54 and 1.43 million were aged 18-34.
Former President Joe Biden's inauguration in 2021 was watched by an average of 33.76 million viewers. Trump's first inauguration in 2017 was watched by an average of 30.64 million viewers.
The 2024 inauguration saw significantly lower viewership compared to the past two events.
The 12 p.m. ET to 12:45 p.m. ET swearing-in ceremony and inaugural address of Trump on Monday saw 27.12 million viewers, which was also down from around 40 million for 2021 and 38.3 million for the same portion of the past two inaugurations.
Many media outlets including broadcast and cable outlets aired the inauguration. Here is the viewership from the top five network leaders:
<ul>
<li>Fox News, a unit of Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>): 10.67 million</li>
<li>ABC News, a unit of Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>): 4.58 million</li>
<li>CBS News, a unit of Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>): 4.35 million</li>
<li>CNN, a unit of Warner Bros. Discovery (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>): 1.80 million</li>
<li>MSNBC, a unit of Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): 880,000</li>
</ul>
Fox News was the overall winner and had the highest viewership in the 25-54 demographic at 2.09 million, nearly double second-place NBC News (1.22 million).
Deadline noted that the viewership by network could be the result of partisanship. Fox News, which is Republican-leaning, had the lowest viewership of major networks for Biden's inauguration in 2021.
Trump's second inauguration also followed a trend of presidents having lower viewership the second time they are sworn into office. President Barack Obama had 37.8 million viewers for his inauguration in 2009 and saw only 20.6 million viewers for his second ceremony in 2013.
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</ul>
Why It's Important: The lower viewership figure for Trump's inauguration comes as the 2024 election season helped boost viewership for many cable news outlets and boosted advertising rates around items such as <a href="https://www.benzinga.com/general/entertainment/24/09/40840076/trump-vs-harris-presidential-debate-viewership-tops-trump-biden-total-but-falls-short-of-re">the presidential debates </a>and election night coverage.
The 2024 election had two debates featuring Trump with the June debate against Biden having 51.3 million viewers and the September debate against former Vice President Kamala Harris having 67.1 million viewers.
These figures were down from 73.1 million viewers for a debate between Biden and Trump in 2020 and a record-breaking 84 million viewers who watched a 2016 debate between Trump and Hillary Clinton.
Fox winning the viewership race could continue its momentum from <a href="https://www.benzinga.com/news/earnings/24/11/41715564/foxs-q1-earnings-revenue-and-eps-beat-political-ads-tubi-expansion-boosts-growth">the political season</a>. The media company also has its eyes set on the <a href="https://www.benzinga.com/general/entertainment/24/05/38625265/heres-how-much-a-super-bowl-lix-commercial-will-cost-how-fox-corporation-stock-could-benefi">upcoming Super Bowl LIX </a>on Feb. 9 for which it was seeking at least $7 million per 30-second ad.
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</ul>
Photo: Gguy via Shutterstock

Media

How Many People Watched Donald Trump's 2025 Inauguration? (Spoiler: Less Than Biden Four Years Ago)

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/01/21/final-trades-disney-affiliated-managers-unitedhealth-and-block.html">Halftime Report Final Trades</a>,&#8221; Joseph M. Terranova of Virtus Investment Partners picked Block, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XYZ#NYSE">XYZ</a>).
Adding support to his choice, Wells Fargo analyst Andrew Bauch, on Jan. 16, maintained Block with an Overweight rating and raised the price target from $85 to $95.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>.
Joshua Brown of Ritholtz Wealth Management named The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) as <a href="https://www.benzinga.com/25/01/42890512/disney-now-has-157-million-monthly-ad-supported-viewers-on-disney-hulu-and-espn-globally">his final trade</a>.
In recent news, on Jan. 8, Walt Disney said that its streaming platforms have reached another milestone. The company&#8217;s streaming platforms, Disney+, Hulu, and ESPN+, have amassed approximately 157 million monthly active users globally who engage with ad-supported content.
In the healthcare sector, Stephanie Link of Hightower said she likes UnitedHealth Group Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) at 17 times earnings and long-term average is 24 times. &#8220;I like the discount,&#8221; she added.
In recent earnings news, UnitedHealth Group, last week, reported better-than-expected fourth-quarter earnings and reaffirmed 2025 guidance. The company reported adjusted EPS of $6.81, up from $6.16 a year ago, beating the consensus of $6.72.
Rounding out the trades, Brian Belski of BMO Capital Markets picked Affiliated Managers Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMG#NYSE">AMG</a>), a financial stock.
Supporting his view, Deutsche Bank analyst Brian Bedell, on Nov. 11, maintained Affiliated Managers Group with a Buy rating and raised the price target from $204 to $208.
Price Action:
<ul>
<li>Disney shares gained 1.6% to close at $108.70 during Tuesday's session.</li>
<li>Affiliated Managers Group gained 0.9% to settle at $188.73 on Tuesday.</li>
<li>UnitedHealth gained 3% to close at $524.99 on Tuesday.</li>
<li>Block shares rose 2.9% to close at $89.50.</li>
</ul>
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</ul>
Image: Shutterstock

Long Ideas

Block, Disney, Affiliated Managers Group And A Health Care Stock On CNBC's 'Final Trades'

Citigroup analyst Jason Bazinet reinstates Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) with a Buy and announces $125 price target.

Initiation

Citigroup Reinstates Buy on Walt Disney, Announces $125 Price Target

A highly publicized ban of TikTok by the U.S. led to other apps getting caught in the crossfire, including a game featuring Marvel superheroes. Here's a look at what happened and what the<a href="https://www.benzinga.com/general/social-media/25/01/43088960/trump-suspends-us-tiktok-ban-for-75-days-with-executive-order-but-legal-and-market-uncertainty-looms-over-platforms-future"> executive order signed</a> by President Donald Trump means for the game's future.
What Happened: The Supreme Court recently <a href="https://www.benzinga.com/general/social-media/25/01/43060894/supreme-court-upholds-tiktok-ban-ahead-of-trumps-inauguration">upheld a ban</a> on TikTok in the U.S., following a congressional ruling that parent company ByteDance would have to divest the U.S. division of the company by Jan. 19.
While TikTok <a href="https://www.benzinga.com/25/01/43076609/tiktok-back-online-in-us-after-trump-vows-monday-executive-order">went dark briefly </a>over the weekend, an executive order signed by Trump provided an additional lifeline for ByteDance for 75 days.
Along with TikTok going dark on app stores from Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) as part of the pending ban, other apps owned by ByteDance companies also disappeared from the stores and for a brief time were unusable.
This includes Marvel Snap, a mobile collectible card <a href="https://www.marvelsnap.com/home">game </a>that features characters from the Marvel Universe. The game was developed by Second Dinner and published by Nuverse, a ByteDance subsidiary, in 2022, as <a href="https://www.usatoday.com/story/tech/news/2025/01/19/tiktok-ban-lemon8-capcut-marvel-snap/77825175007/">reported </a>by USA Today.
The game uses Marvel characters from the comic book company owned by Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>).
A search for Marvel Snap on the Google Play Store Tuesday brought up other Marvel titles with the app still <a href="https://www.benzinga.com/general/social-media/25/01/42957741/tiktok-ban-deadline-ahead-what-will-happen-to-app-on-your-phone">unavailable for download</a>. Existing owners of the app saw service restored in the U.S, as <a href="https://www.theverge.com/2025/1/20/24348353/marvel-snap-tiktok-ban-back-online">reported </a>by The Verge. The ban also impacted the PC version of the game, according to the company's announcement of the ban.
"Unfortunately, Marvel Snap is temporarily unavailable in U.S. app stores and is unavailable to play in the U.S. In a surprise to Second Dinner and our publisher Nuverse, Marvel Snap was affected by the takedown of TikTok late on Saturday, January 18," Second Dinner <a href="https://marvelsnapzone.com/marvel-snap-is-banned-in-the-united-states/">said </a>previously.
Second Dinner Chief Development Officer Ben Brode told followers on social media that no warning was given to the company or Nuverse that their app would be part of the ban.
Did You Know?
<ul>
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent012125">Get Tips On What They Bought And Sold Ahead Of The 2024 Election With Our Easy-to-Use Tool</a></li>
</ul>
Why It's Important: The ban of ByteDance apps was a large talking point mainly around TikTok, but several other apps were hurt by the ruling and are now affected.
Along with Marvel Snap, here are some other apps that ByteDance owns or controls that faced a similar fate.
<ul>
<li>Lemon8: social media platform</li>
<li>CapCut: video editing software</li>
<li>Gauth: artificial intelligence homework aid</li>
<li>Hypic: photo editing software</li>
<li>Lark: enterprise collaboration platform</li>
</ul>
Based on the timing of the ban still pending, these apps and the Marvel game could continue to be disallowed in app stores and could go dark in the future.
Second Dinner is ready to ensure this doesn't happen again by making changes.
"Marvel Snap is back online in the U.S. But to make sure this NEVER happens again, we're working to bring more services in-house and partner with a new publisher. This is the start of a new era for Marvel Snap." the company <a href="https://x.com/seconddinner/status/1881535498709266691">shared </a>on social media.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/12/42654769/tiktok-ban-under-trump-president-elect-wants-to-keep-months-after-pelosi-said-follow-the-money">TikTok Ban Under Trump? President-Elect Reconsiders As Pelosi Says &#8216;Follow The Money&#8217;</a></li>
</ul>
Photo: Mino Surkala via Shutterstock

Gaming

Social Media

Marvel Mobile Game Goes Dark After TikTok Ban: How Disney's Superhero Brand Got Caught Up In US Vs. China Battle

Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) tied its best platform market share and YouTube hit a record share in December, continuing the dominance of<a href="https://www.benzinga.com/topic/streaming"> the streaming sector.</a>
What Happened: New data from Nielsen points to a strong December for the streaming sector including Netflix, who is set to report fourth-quarter financial results on Jan. 21 after market close.
For the month of December, streaming hit a market <a href="https://www.nielsen.com/news-center/2025/holidays-football-and-blockbusters-drive-record-highs-for-youtube-netflix-and-amazon-prime-video-in-december-according-to-the-gauge/#:~:text=Netflix%20accounted%20for%208.5%25%20of,share%20set%20in%20July%202023.">share </a>of 43.3%, up 9% from November and up significantly from the previous year-over-year period of December 2023 when the market share was 35.9%.
Broadcast television had market share of 22.4%, cable television had market share of 23.8% and other options came in at 10.6%, according to the report.
Nielsen reported that overall television and streaming viewership was up 4% from November, with the tracking period dated Nov. 25 through Dec. 29 including Thanksgiving and Christmas.
Four of the days in the tracking period hit 100 billion TV viewing minutes, including Thanksgiving and Christmas. For comparison, nine days in all of 2024 had over 100 billion minutes of TV viewing and 2023 had 13 days with over 100 billion minutes of TV viewing.
YouTube led the way during the December tracking period with 11.1% market share, hitting a new record for the company owned by Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>).
Netflix was another winner with 8.5% market share, tying a record from July 2023. The company saw its market share up 14% from November thanks to the success of <a href="https://www.benzinga.com/general/sports/24/12/42711504/lebron-james-vs-nfl-nba-star-says-christmas-is-our-day-2024-ratings-paint-a-different-picture">NFL games on Christmas day</a> and the release of the highly anticipated second season of "Squid Game."
Nielsen reported that Netflix's December monthly usage would have still been up 11% without the two NFL games, showing the significance of its new monthly content like "Squid Game" and the movie "Carry-On." With the tracking period counting up until Dec. 29 and "Squid Game's" release coming on Dec. 26, the following month should have strong results as well.
Prime Video, which is owned by Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), had 4.0% market share, trailing only YouTube and Netflix among streamers in December. This marked the best market share for Prime Video in a monthly Nielsen report. The company was led by a Black Friday NFL game and the release of <a href="https://www.benzinga.com/general/entertainment/24/12/42537187/christmas-movie-with-the-rock-flops-at-box-office-breaks-streaming-records-for-this-company">Christmas movie "Red One"</a> on the platform. Nielsen also highlighted that MrBeast's game show "Beast Games" had over 700 million viewing minutes for its first three episodes on Prime Video.
Here is the market share among streaming companies:
<ul>
<li>YouTube: 11.1%</li>
<li>Netflix: 8.5%</li>
<li>Prime Video: 4.0%</li>
<li>Hulu: 2.5%</li>
<li>Disney+: 2.1%</li>
<li>The Roku Channel: 2.0%</li>
<li>Tubi: 1.7%</li>
<li>Peacock: 1.6%</li>
<li>Paramount+: 1.4%</li>
<li>Max: 1.2%</li>
<li>PlutoTV: 0.9%</li>
</ul>
Outside of YouTube, Netflix and Prime, The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MDIS#NYSE">MDIS</a>) would be the other streaming winner. Disney owns Hulu and Disney+, which have a combined market share of 4.6%.
Read Also:<a href="https://www.benzinga.com/24/12/42751367/netflix-posts-record-debut-with-squid-game-season-2-heres-how-many-people-watched-show"> Netflix Posts Record Debut With &#8216;Squid Game&#8217; Season 2: Here&#8217;s How Many People Watched Show</a>
Why It's Important: Streamers adding sports rights may be a major storyline to watch as cable and broadcast television compete.
The Nielsen report said broadcast and cable saw sports viewership up 17% and 29% respectively in December. Broadcast and cable see sports as one of the keys in not losing even more market share to streaming.
Streamers like Netflix are also disrupting the movie theater business model. New films are spending less time in theaters and hitting platforms like Netflix instead of being shown in cinemas.
JPMorgan analyst David Karnovsky recently predicted the <a href="https://www.benzinga.com/general/entertainment/25/01/43067485/box-office-set-for-95-billion-2025-comeback-as-netflix-reshapes-industry">2025 domestic box office</a> to grow revenue year-over-year. He cited concerns about supply and the output from Netflix as reasons to be cautious and not have too high of estimates.
The Nielsen report could provide a bullish take for Netflix ahead of Tuesday's earnings report.
Analysts expect the streaming company to report earnings per share of $4.19. That&#8217;s up from $2.11 in last year's fourth quarter, according to data<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent012125&amp;t=be2bearmibe3na1"> from Benzinga Pro.</a> Netflix has beaten analyst estimates for earnings per share in three straight quarters and eight of the last 10 quarters.
Analysts expect Netflix to report fourth-quarter revenue of $10.11 billion, up from $8.83 billion in last year's fourth quarter. The company has beaten analyst estimates for revenue in five straight quarters and seven of the last 10 quarters.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/sports/25/01/43039879/netflix-analyst-predicts-q4-subscriber-beat-cautions-on-q1-guidance-subs-that-joined-for-nfl-boxing-could-churn-off">Netflix Analyst Predicts Q4 Subscriber Beat, Cautions On Q1 Guidance: Subs That Joined For NFL, Boxing &#8216;Could Churn Off&#8217;</a></li>
</ul>
Image: Shutterstock

MDIS

YouTube Vs. Netflix: Streamers Top Usage Leaderboard In December, Sector Makes More Gains On Broadcast And Cable

Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) announced that Universal Pictures&#8217; Wicked topped the $700 million mark at the <a href="https://www.benzinga.com/topic/box-office">global box office</a>.
Of the total, $240.4 million came from the international box office, while <a target="_blank" href="https://corporate.comcast.com/press/releases/universal-pictures-wicked-surpasses-700m-at-global-box-office#:~:text=Wicked%20continues%20to%20captivate%20audiences,to%20Premium%20VOD%20on%20Dec." rel="noreferrer noopener">$460.6 million came domestically</a>.&nbsp;
The film transitioned to Premium Video on Demand (PVOD) on December 31, 2024, making it Universal&#8217;s best-ever first week.
Also Read: <a href="https://www.benzinga.com/media/24/12/42701434/netflixs-nfl-debut-brings-record-streams-but-lags-traditional-tv-report" target="_blank" rel="noreferrer noopener">Netflix&#8217;s NFL Debut Brings Record Streams But Lags Traditional TV: Report</a>
Starring Cynthia Erivo and Ariana Grande,&nbsp;Wicked ended 2024 as Universal&#8217;s second-highest-grossing film of the year globally. It also became the highest-grossing non-sequel of 2024 and claimed the title of the all-time top-grossing stage musical adaptation, surpassing Universal&#8217;s Mamma Mia!
Comcast lost&nbsp;<a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/24/12/42395322/warner-bros-discovery-stock-soars-after-multi-year-deal-with-comcast-comcast-shares-slide-on-subscriber-loss-estimates" rel="noreferrer noopener">87,000 broadband customers</a>&nbsp;in the third quarter amid telecom rivalry.&nbsp;Comcast is looking to spin off&nbsp;select cable networks and digital assets into a new publicly traded entity called&nbsp;SpinCo,&nbsp;which&nbsp;Goldman Sachs&nbsp;expects will boost CNBC and MSNBC monetization and&nbsp;be accretive to revenue growth.
Comcast Cable CEO Dave Watson told Reuters that it expects broadband subscriber losses to be slightly above 100,000 in the fourth quarter, compared to the estimated 64,400 Visible Alpha consensus subscriber loss.
Goldman Sachs expects Comcast&#8217;s <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/25/01/42984925/whats-in-store-for-comcast-in-q4" rel="noreferrer noopener">fourth quarter to</a> meet estimates, with slight misses in broadband additions and content EBITDA.
Meanwhile, JPMorgan&#8217;s David Karnovsky noted that the <a href="https://www.benzinga.com/general/entertainment/25/01/43067485/box-office-set-for-95-billion-2025-comeback-as-netflix-reshapes-industry" target="_blank" rel="noreferrer noopener">movie theater industry</a>&nbsp;is possibly normalizing&nbsp;after facing the 2020 pandemic and labor disruptions. It remains constructive on the sector, given the rise of the streaming market led by Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>). The analyst also highlighted Walt Disney Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) upcoming movies like &#8220;Zootopia 2,&#8221; &#8220;Snow White,&#8221; and more. Karnovsky projected the 2025 domestic box office to reach $9.50 billion.
According to&nbsp;Box Office Mojo, Disney Marvel Studios&#8217; Deadpool &amp; Wolverine became the <a href="https://www.benzinga.com/media/24/12/42554393/disneys-marvel-rivals-game-hits-20-million-players-proves-superhero-power-still-reigns">second-highest-grossing movie</a> of 2024 ($1.34 billion).
Goldman Sachs&#8216; Stephen Laszczyk projected domestic box office revenue of $9.4 billion for 2026.
Price Action: Comcast stock is up 0.25% to $36.67 premarket at last check Tuesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/media/25/01/43063274/imax-secures-netflix-deal-for-exclusive-narnia-theatrical-release-stock-jumps" target="_blank" rel="noreferrer noopener">IMAX Secures Netflix Deal for Exclusive &#8216;Narnia&#8217; Theatrical Release, Stock Jumps</a></li>
</ul>
Image: Shutterstock

Comcast's Wicked Hits $700 Million Worldwide, Breaks Records as Top-Grossing Stage Musical Adaptation

Walt Disney's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) short percent of float has fallen 6.09% since its last report. The company recently reported that it has 19.55 million shares sold short, which is 1.08% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.37 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Walt Disney Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737378020_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Walt Disney has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Walt Disney's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Walt Disney's peer group average for short interest as a percentage of float is 8.08%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Peering Into Walt Disney's Recent Short Interest

Analysts turn their focus to the 2025 movie season, offering box office predictions as the industry grapples with the continued <a href="https://www.benzinga.com/topic/streaming">rise of streaming platforms.</a>
JPMorgan 2025 Outlook: The movie theater industry <a href="https://www.benzinga.com/general/entertainment/24/12/42750888/top-anticipated-2025-movies-for-big-screen-success-and-stocks-investors-should-watch">could be normalizing</a> after facing the COVID-19 pandemic disruption and labor stoppages, JPMorgan analyst David Karnovsky said in a new investor note.
"The key headwind for theaters remains supply – COVID and strike-related production shutdowns hampered output, and while the impacts are yet to be fully overcome, the lack of ongoing constraints sets up the conditions for a full recovery in volume by 2026 or 2027," Karnovsky said.
The analyst forecasts the North American box office to hit $9.50 billion in 2025, up 10.8% year-over-year. Broken down by quarter, Karnovsky's predictions are as follows:
<ul>
<li>Q1: $1.77 billion, +9.7% year-over-year</li>
<li>Q2: $2.44 billion, +25.1% year-over-year</li>
<li>Q3: $2.57 billion, -3.7% year-over-year</li>
<li>Q4: $2.73 billion, +16.2% year-over-year</li>
</ul>
While the report does not share price targets for movie theater stocks, Cinemark Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) and IMAX Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMAX#NYSE">IMAX</a>) are named in the report. AMC Entertainment Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) would be another stock to watch, given the potential increase in domestic 2025 box office revenue.
"While our forecast builds for significant growth, we believe it is below some of the more bullish estimates for $10b-plus which followed strong performance during the holiday period."
The analyst said he remains constructive on the movie theater industry given the rise of the streaming market, specifically increased film output from Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>). The rise of Netflix and streaming platforms has shortened theatrical release windows for movies.
"While these forces have delivered real stress to the ecosystem, with some hindsight, it appears many of the bear theses that existed pre-pandemic were overblown."
The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) is also featured several times in the report, with Karnovsky highlighting upcoming movies like "Zootopia 2," "Snow White," "Lilo &amp; Stitch," "Captain America: Brave New World," "Fantastic Four" and "Avatar: Fire and Ash."
Disney is also highlighted for the early 2026 outlook with movies like "Toy Story 5," a live-action "Moana", "Avengers: Doomsday" and "The Mandalorian &amp; Grogu."
Read Also: <a href="https://www.benzinga.com/24/12/42603589/disney-hits-2-billion-domestic-box-office-wins-top-honors-global-box-office-2025-to-grow-8-to-33b-analyst-says">Disney Hits $2 Billion Domestic Box Office, Earns Top Honors</a>
Goldman Sachs on Movie Theater Stocks: Goldman Sachs analyst Stephen Laszczyk has a domestic box office revenue estimate of $9.4 billion for 2026.
Laszczyk projects a recovery to 82% of 2019 revenue levels, after which earnings would likely remain range-bound.
In the recent report, the analyst highlights IMAX and Cinemark as the two covered stocks in the sector.
The analyst has a Sell rating on Imax with a $16 price target. Despite the sell rating, the analyst sees several scenarios that could provide upside risk to the rating.
"Box office demand could recover more quickly and on a larger scale than expected," Laszczyk said.
The analyst said movie theaters could look to add more Imax screens. A change in China's policy to allow more American blockbusters in the country could also benefit Imax, the analyst added.
"IMAX may benefit from uplifts in ticket prices as studios and exhibitors look to increase revenue."
The analyst also has a Sell rating on Cinemark with a $24 price target.
Similar to Imax, the analyst said there are several scenarios that could provide upside for the movie theater stock.
Along with box office demand recovering faster than expected, the analyst said better food and beverage margins and lower operating expenses could help Cinemark.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/entertainment/25/01/43017986/warner-bros-discovery-analyst-says-dtc-strength-wont-offset-joker-folie-a-deux-flop-nba-rights-concerns">Warner Bros. Discovery Analyst Says DTC Strength Won&#8217;t Offset &#8216;Joker: Folie A Deux&#8217; Flop, NBA Rights Concerns</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

IMAX

Box Office Set For $9.5 Billion 2025 Comeback As Netflix Reshapes Industry, Analyst Says

Deep-pocketed investors have adopted a bearish approach towards Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in DIS usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 17 extraordinary options activities for Walt Disney. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 35% leaning bullish and 47% bearish. Among these notable options, 3 are puts, totaling $260,810, and 14 are calls, amounting to $715,318.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $70.0 to $150.0 for Walt Disney over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Walt Disney's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Walt Disney's significant trades, within a strike price range of $70.0 to $150.0, over the past month.
<h3>Walt Disney Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737133234_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/19/25</td>
<td>$40.8</td>
<td>$38.4</td>
<td>$40.25</td>
<td>$70.00</td>
<td>$241.5K</td>
<td>385</td>
<td align="right">60</td>
</tr>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/31/25</td>
<td>$4.6</td>
<td>$4.35</td>
<td>$4.58</td>
<td>$111.00</td>
<td>$136.5K</td>
<td>345</td>
<td align="right">2</td>
</tr>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$7.75</td>
<td>$7.65</td>
<td>$7.7</td>
<td>$110.00</td>
<td>$77.0K</td>
<td>5.3K</td>
<td align="right">30</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$8.2</td>
<td>$7.95</td>
<td>$7.95</td>
<td>$120.00</td>
<td>$69.1K</td>
<td>4.8K</td>
<td align="right">119</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/31/25</td>
<td>$4.0</td>
<td>$3.85</td>
<td>$4.0</td>
<td>$104.00</td>
<td>$48.0K</td>
<td>131</td>
<td align="right">120</td>
</tr>
</tbody>
</table>

<h3>About Walt Disney</h3>
Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses ESPN and the ESPN+ streaming service. Experiences contains Disney's theme parks and vacation destinations, and also benefits from merchandise licensing.
Following our analysis of the options activities associated with Walt Disney, we pivot to a closer look at the company's own performance.
<h3>Where Is Walt Disney Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 3,079,299, the DIS's price is up by 0.98%, now at $107.5. </li>
<li>RSI readings suggest the stock is currently may be approaching oversold.</li>
<li>Anticipated earnings release is in 19 days.</li>
</ul>
<h3>Expert Opinions on Walt Disney</h3>
A total of 2 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $128.5.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Macquarie persists with their Neutral rating on Walt Disney, maintaining a target price of $110. 
&#x2A; In a positive move, an analyst from Redburn Atlantic has upgraded their rating to Buy and adjusted the price target to $147. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Walt Disney, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Decoding Walt Disney's Options Activity: What's the Big Picture?

Financial giants have made a conspicuous bullish move on Walt Disney. Our analysis of options history for Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) revealed 8 unusual trades.
Delving into the details, we found 37% of traders were bullish, while 37% showed bearish tendencies. Out of all the trades we spotted, 4 were puts, with a value of $289,325, and 4 were calls, valued at $193,476.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $100.0 to $110.0 for Walt Disney over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
In today's trading context, the average open interest for options of Walt Disney stands at 4487.86, with a total volume reaching 788.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Walt Disney, situated within the strike price corridor from $100.0 to $110.0, throughout the last 30 days.
<h3>Walt Disney Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737049533_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$10.9</td>
<td>$10.4</td>
<td>$10.4</td>
<td>$110.00</td>
<td>$153.9K</td>
<td>4.9K</td>
<td align="right">148</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$7.2</td>
<td>$6.85</td>
<td>$7.2</td>
<td>$100.00</td>
<td>$113.0K</td>
<td>13.2K</td>
<td align="right">204</td>
</tr>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$3.45</td>
<td>$3.4</td>
<td>$3.45</td>
<td>$100.00</td>
<td>$75.2K</td>
<td>5.1K</td>
<td align="right">218</td>
</tr>
<tr>
<td>DIS</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$4.7</td>
<td>$4.65</td>
<td>$4.65</td>
<td>$100.00</td>
<td>$33.9K</td>
<td>3.6K</td>
<td align="right">73</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/18/26</td>
<td>$19.4</td>
<td>$18.65</td>
<td>$19.02</td>
<td>$110.00</td>
<td>$28.5K</td>
<td>857</td>
<td align="right">17</td>
</tr>
</tbody>
</table>

<h3>About Walt Disney</h3>
Disney operates in three global business segments: entertainment, sports, and experiences. Entertainment and experiences both benefit from the firm's ownership of iconic franchises and characters. Entertainment includes the ABC broadcast network, several cable television networks, and the Disney+ and Hulu streaming services. Within the segment, Disney also engages in movie and television production and distribution, with content licensed to movie theaters, other content providers, or, increasingly, kept in-house for use on Disney's own streaming platform and television networks. The sports segment houses ESPN and the ESPN+ streaming service. Experiences contains Disney's theme parks and vacation destinations, and also benefits from merchandise licensing.
In light of the recent options history for Walt Disney, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Current Position of Walt Disney</h3>
<ul>
<li>Trading volume stands at 2,785,637, with DIS's price down by -0.7%, positioned at $107.42.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 20 days.</li>
</ul>
<h3>Professional Analyst Ratings for Walt Disney</h3>
In the last month, 2 experts released ratings on this stock with an average target price of $128.5.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Macquarie persists with their Neutral rating on Walt Disney, maintaining a target price of $110. 
&#x2A; In a positive move, an analyst from Redburn Atlantic has upgraded their rating to Buy and adjusted the price target to $147. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Walt Disney with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Walt Disney Options Trading: A Deep Dive into Market Sentiment

NBA team owner Mark Cuban says a pending TikTok ban could impact the lives of content creators, but will likely have a minimal impact on the NBA and <a href="https://www.benzinga.com/general/entertainment/24/07/39733479/nba-fans-rejoice-new-76b-deal-from-espn-amazon-nbc-will-bring-games-seven-days-a-week">other sports leagues.</a>
What Happened: Cuban, who is a part owner of the<a href="https://www.benzinga.com/general/education/24/10/41302910/why-mark-cuban-stepped-back-from-mavericks-ownership-his-kids-dont-need-all-that-abuse"> NBA's Dallas Mavericks,</a> was recently asked if the TikTok ban could be bad for sports and how it would impact how fans get their news and content.
The billionaire said that fans can "also find the same league content elsewhere" in an email to <a href="https://www.sportico.com/business/tech/2025/tiktok-ban-update-sports-creators-leagues-impact-alternatives-1234823784/">Sportico</a>. The comment suggests that a pending TikTok ban could have a minimal impact on the NBA and sports according to Cuban.
Fans would be able to find clips on media networks and other social media platforms.
Cuban doubled down on this opinion when answering the question of what the overall impact will be on sports from a TikTok ban.
"Nothing," Cuban said.
According to Sportico, Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) brand ESPN is one of the most followed sports companies on TikTok with 50 million followers. ESPN is a media partner of the NBA and also shares clips on other social media platforms.
The NBA has 23 million followers, making it one of the most followed sports leagues on the platform.
Together, these two accounts regularly share clips daily featuring NBA highlights and in the case of ESPN, clips from other sports leagues as well. Sports leagues have also partnered with content creators on TikTok to reach a younger fan demographic and sell tickets in the past, according to the report.
The ban, which is scheduled to go into effect Sunday Jan. 19, would see users <a href="https://www.benzinga.com/general/social-media/25/01/42957741/tiktok-ban-deadline-ahead-what-will-happen-to-app-on-your-phone">unable to download</a> TikTok if not already on their phones and would see no further updates or security bug fixes. There is also the possibility that TikTok parent ByteDance shuts the app down for the 170 million Americans who use the platform.
President-elect Donald Trump has voiced support for TikTok and a new report said he could use <a href="https://www.benzinga.com/general/social-media/25/01/43018125/trump-considers-executive-order-to-save-tiktok-from-being-banned-in-4-days">an executive order</a> to save the company.
You may not be a billionaire like Mark Cuban, but you can uncover hidden gems in the stock market using our proprietary data and pattern recognition — <a href="https://www.benzinga.com/25/01/42927075/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet">check out five stocks flying under the radar that deserve your attention.</a>
Why It's Important: While the TikTok ban wouldn't have a huge impact on the NBA or sports according to Cuban, the billionaire did show sympathy for the content creators who use the platform.
"Content creators who make a living (on TikTok), they would have a right to be angry," Cuban told Sportico.
In a recent interview with Jules Terpak, Cuban said he loved the old TikTok and referenced being on the musical.ly platform, which went on to become TikTok, saying he tried to invest in that precursor company.
TikTok changed the world with quick videos, dance and attention grabbing content, but a push to make money made the platform feel more corporate, Cuban added.
To fight off a potential ban, TikTok brought Cuban in for a meeting to share suggestions on how to get around the troubles, he told Terpak. Cuban said he suggested the company have an output in the form of a url for the feed of videos watched by anyone 16 and under.
This would make it to so parents would be able to go back and see the list and watch videos their children had watched at any given time. Cuban said this would benefit parents and help ensure people aren't exposed to propaganda.
Cuban said TikTok was an early winner of using an algorithm to put content that people would like in front of them based on what they were watching and were liking.
The billionaire predicted that TikTok would not get banned on Jan. 19 as the company could sue and could also be saved by Trump. Cuban also referenced one of Trump's friends having a stake in the company, which is likely in reference to investor Jeff Yass, who is a Republican megadonor, <a href="https://www.benzinga.com/24/12/42654769/tiktok-ban-under-trump-president-elect-wants-to-keep-months-after-pelosi-said-follow-the-money">owning a 15% stake </a>in ByteDance.
Several interested parties have placed bids on buying the U.S. division of TikTok to prevent the ban. Among <a href="https://www.benzinga.com/general/entertainment/25/01/42834240/kevin-oleary-joins-the-peoples-bid-for-tiktok-as-pending-ban-looms">the interested parties</a> is Kevin O'Leary, Cuban's fellow shark on "Shark Tank."
Cuban offered his advice and a <a href="https://x.com/mcuban/status/1879028970726826132">warning </a>to O'Leary not to buy the U.S. division of TikTok recently.
"You have done the math saying that even if you lose half of your users, you can sell enough ads to cover your loans, and your overhead. You won't. Ad sales ain't like they used to be. Keeping users ain't what it used to be," Cuban wrote.
Cuban told O'Leary to "please say no" to acquiring TikTok.
"I'll leave you with this. When you sit at the negotiating table, you always look for the sucker. If you don't see one…"
Read Next: 
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<li><a href="https://www.benzinga.com/general/social-media/24/12/42566461/mark-cuban-says-this-is-the-holy-grail-that-makes-bluesky-better-than-musks-x-platform">Mark Cuban Says This Is The &#8216;Holy Grail&#8217; That Makes Bluesky Better Than Musk&#8217;s X Platform</a></li>
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Photo: Shutterstock

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