streaming services

Disney beats Q2 expectations with 6.5% revenue growth and 8% earnings growth under new CEO Josh D'Amaro, maintaining double-digit earnings guidance through 2027.

Streaming and fintech stocks face sharp declines despite solid earnings as market re-rates them as mature companies. AI energy demand lifts Bloom Energy.

U.S. Smart TV market projected to grow from $61.52B (2025) to $149.27B (2034) at 10.35% CAGR, driven by streaming demand and smart home integration.

Survey reveals growing consumer willingness to tolerate more ads for lower streaming costs, with Gen Z leading shift toward ad-supported tiers amid rising subscription fatigue.

Netflix and Sony raise prices as OpenAI warns of Microsoft dependency risks. Arm enters chip production; regulatory scrutiny intensifies on AI partnerships and labor displacement.

YouTube surpasses Disney as world's largest media company by revenue, signaling acceleration of traditional media decline.

Coatue Management exits $920M CoreWeave stake entirely over profitability concerns while boosting Netflix position to $1B+ following stock split.

Streaming platforms raise prices amid economic divergence, with affluent consumers spending while retail growth slows. Tech stocks tumble on AI competition concerns.