La catena delle opzioni mostra i dati chiave delle opzioni azionarie di Walt Disney a vari prezzi di esercizio e date di scadenza. I trader utilizzano queste informazioni per analizzare potenziali operazioni e valutare il sentiment del mercato per Walt Disney..

Walt Disney (NYSE:DIS) Azioni, Catena delle Opzioni

WALT DISNEY CO/THE

Walt Disney

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.

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Mentre un blockbuster sbanca al cinema, il suo studio guadagna di più a casa. Il segreto è nella sua piattaforma di streaming.

&#34;Jurassic World&#34; sbanca il box office, ma il vero colpo di Comcast è un altro

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Il futuro di Netflix va oltre lo schermo. L&#39;azienda svela una nuova strategia ambiziosa, entrando nel mondo reale con eventi e attrazioni.

Netflix oltre lo streaming: la mossa che farà tremare Disney

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Tre colossi tech e tlc con dividendi oltre il 3,7%. Le valutazioni degli esperti indicano un&#39;opportunità di rendita in mercati volatili.

I 3 titoli a dividendo che i migliori analisti di Wall Street consigliano

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<a href="https://deadline.com/2025/07/disney-and-hearst-exploring-sale-of-ae-global-media-cable-tv-1236451721/#:~:text=The%20company%2C%20a%20joint%20venture%20of%20Disney%20and,a%20person%20familiar%20with%20the%20situation%20told%20Deadline">https://deadline.com/2025/07/disney-and-hearst-exploring-sale-of-ae-global-media-cable-tv-1236451721/#:~:text=The%20company%2C%20a%20joint%20venture%20of%20Disney%20and,a%20person%20familiar%20with%20the%20situation%20told%20Deadline</a>

'Disney And Hearst Exploring Sale Of A+E Global Media'- Deadline

For years, cable television has dominated the ratings for one week in summer with Warner Bros. Discovery's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>) "Shark Week." The company's stranglehold on <a href="https://www.benzinga.com/25/05/45298158/warner-bros-stock-falls-as-weak-studio-ad-sales-weigh-on-q1-despite-streaming-gains">summer shark content </a>could be coming to an end with streaming giant Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) taking a bite out of the popular ocean content.
What Happened: Fans of Discovery Channel and "Shark Week" are waiting until later this month, July 20-26, to view content that's part of the 37th annual Shark Week. Ahead of this content, consumers have options to watch shark-themed content from <a href="https://www.benzinga.com/general/entertainment/25/04/44877995/netflix-crushes-q1-says-its-working-hard-to-improve-and-expand-its-offering">streaming giant Netflix</a> and another cable company.
Netflix launched "All the Sharks," a new reality competition on July 4. The series features four teams of shark experts who try to photograph the most different shark types before the end of the competition, as <a href="https://www.hollywoodreporter.com/tv/tv-features/netflix-shark-whisperer-vs-shark-week-sharkfest-1236303707/">reported </a>by The Hollywood Reporter.
The streaming company also premiered "Shark Whisperer," a documentary that has ranked among the streamer's top 10 most-watched films every day.
Netflix will also have the streaming rights for the four "Jaws" films starting on July 15, with the first film recently celebrating its 50th anniversary this summer.
SharkFest kicked off on July 5 with "Sharks Up Close With Bertie Gregory." SharkFest is in its 13th season as an annual tradition of shark content from the National Geographic Channel, which is 83% owned by Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>).
SharkFest will have more hours than normal through July 13 with 25 hours, throwing another potential challenge for Shark Week.
Read Also: <a href="https://www.benzinga.com/news/entertainment/25/07/46250106/this-is-netflixs-next-big-bet-after-squid-game-stranger-things">This Is Netflix&#8217;s Next Big Bet After &#8216;Squid Game,&#8217; &#8216;Stranger Things&#8217;</a>
Why It's Important: With Netflix's push for shark content and SharkFest growing, what once was a dominant week of content for Warner Bros. Discovery could now face viewer fatigue.
Content during these shark weeks of summer have done well for cable television and could now face the challenge of fending off Netflix, who got a head start on the race.
Last year, SharkFest had over 69 million views on content, including on National Geographic and through streaming on Disney+ and Hulu.
Last year's Shark Week had over 25 million views for content on Discovery Channel and streaming on Discovery+ and MAX.
Content for Shark Week ranked strong in the key age 25-54 demographic, with the shark content placing in seven of the top 10 spots for the week for the age 25-54 demo for ad-supported cable, excluding news and sports.
News of Netflix taking SharkFest and Shark Week head on comes <a href="https://www.benzinga.com/news/entertainment/25/06/45978982/streaming-dethrones-tv-giants-netflix-youtube-lead-the-takeover">after streaming viewership </a>for the month of May surpassed the total of broadcast and cable television combined for the first time ever with a 44.8% market share to 44.2% market share, according to Nielsen data.
The remaining 10.9% was listed as miscellaneous categories.
Netflix continues to dominate streaming and is getting closer to disrupting all the major content wins of broadcast and cable television with entries in live sports, awards shows, reality television, shark content and more.
Read Next: 
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<li><a href="https://www.benzinga.com/news/25/07/46210996/netflixs-squid-game-ends-or-does-it">Netflix&#8217;s &#8216;Squid Game&#8217; Ends&#8230; Or Does It?</a></li>
</ul>
Image: Lucky Step via Shutterstock

Media

Netflix Quietly Circles Shark Week With A Killer Strategy

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>META</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$730.00</td>
<td>$125.0K</td>
<td>4.6K</td>
<td>8.4K</td>
</tr>
<tr>
<td>GOOGL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$190.00</td>
<td>$710.2K</td>
<td>12.9K</td>
<td>4.7K</td>
</tr>
<tr>
<td>GOOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$177.50</td>
<td>$36.0K</td>
<td>2.3K</td>
<td>1.0K</td>
</tr>
<tr>
<td>ASST</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>12/19/25</td>
<td>$10.00</td>
<td>$112.9K</td>
<td>1.9K</td>
<td>215</td>
</tr>
<tr>
<td>TTD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>06/18/26</td>
<td>$67.50</td>
<td>$195.5K</td>
<td>263</td>
<td>208</td>
</tr>
<tr>
<td>CHTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$200.00</td>
<td>$45.9K</td>
<td>434</td>
<td>140</td>
</tr>
<tr>
<td>NFLX</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>07/11/25</td>
<td>$1250.00</td>
<td>$30.6K</td>
<td>234</td>
<td>99</td>
</tr>
<tr>
<td>ASTS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/20/26</td>
<td>$60.00</td>
<td>$46.9K</td>
<td>538</td>
<td>57</td>
</tr>
<tr>
<td>DIS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$60.00</td>
<td>$31.7K</td>
<td>20</td>
<td>5</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For META (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), we notice a call option trade that happens to be bearish, expiring in 4 day(s) on July 11, 2025. This event was a transfer of 200 contract(s) at a $730.00 strike. The total cost received by the writing party (or parties) was $125.0K, with a price of $625.0 per contract. There were 4610 open contracts at this strike prior to today, and today 8468 contract(s) were bought and sold. 
• For GOOGL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), we notice a call option sweep that happens to be bearish, expiring in 39 day(s) on August 15, 2025. This event was a transfer of 2000 contract(s) at a $190.00 strike. This particular call needed to be split into 61 different trades to become filled. The total cost received by the writing party (or parties) was $710.2K, with a price of $355.0 per contract. There were 12950 open contracts at this strike prior to today, and today 4725 contract(s) were bought and sold. 
• Regarding GOOG (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), we observe a call option trade with bullish sentiment. It expires in 11 day(s) on July 18, 2025. Parties traded 100 contract(s) at a $177.50 strike. The total cost received by the writing party (or parties) was $36.0K, with a price of $360.0 per contract. There were 2370 open contracts at this strike prior to today, and today 1078 contract(s) were bought and sold. 
• For ASST (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASST#NASDAQ">ASST</a>), we notice a call option sweep that happens to be bearish, expiring in 165 day(s) on December 19, 2025. This event was a transfer of 807 contract(s) at a $10.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $112.9K, with a price of $140.0 per contract. There were 1910 open contracts at this strike prior to today, and today 215 contract(s) were bought and sold. 
• Regarding TTD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>), we observe a call option sweep with bearish sentiment. It expires in 346 day(s) on June 18, 2026. Parties traded 100 contract(s) at a $67.50 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $195.5K, with a price of $1955.0 per contract. There were 263 open contracts at this strike prior to today, and today 208 contract(s) were bought and sold. 
• For CHTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>), we notice a call option trade that happens to be bearish, expiring in 557 day(s) on January 15, 2027. This event was a transfer of 2 contract(s) at a $200.00 strike. The total cost received by the writing party (or parties) was $45.9K, with a price of $22990.0 per contract. There were 434 open contracts at this strike prior to today, and today 140 contract(s) were bought and sold. 
• For NFLX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), we notice a call option trade that happens to be bullish, expiring in 4 day(s) on July 11, 2025. This event was a transfer of 7 contract(s) at a $1250.00 strike. The total cost received by the writing party (or parties) was $30.6K, with a price of $4385.0 per contract. There were 234 open contracts at this strike prior to today, and today 99 contract(s) were bought and sold. 
• For ASTS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASTS#NASDAQ">ASTS</a>), we notice a call option trade that happens to be bearish, expiring in 256 day(s) on March 20, 2026. This event was a transfer of 50 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $46.9K, with a price of $938.0 per contract. There were 538 open contracts at this strike prior to today, and today 57 contract(s) were bought and sold. 
• For DIS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), we notice a call option trade that happens to be bullish, expiring in 39 day(s) on August 15, 2025. This event was a transfer of 5 contract(s) at a $60.00 strike. The total cost received by the writing party (or parties) was $31.7K, with a price of $6352.0 per contract. There were 20 open contracts at this strike prior to today, and today 5 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ASST

ASTS

CHTR

GOOG

GOOGL

9 Communication Services Stocks With Whale Alerts In Today's Session

The latest installment in the Jurassic Park/Jurassic World franchise was the top-grossing film at the box office for the weekend, surpassing <a href="https://www.benzinga.com/news/entertainment/25/06/46172388/apples-f1-movie-soars-at-box-office-could-outgross-tech-giants-previous-theatrical-films-combined">last week's leader</a>, "F1."
Here's a look at what the ranking could mean for Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) and its movie business segment.
What Happened: Comcast's Universal division <a href="https://www.the-numbers.com/market/2024/distributors">ranked </a>second in domestic box office in 2024, trailing only The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>). In 2023, it ranked first with hits like "The Super Mario Bros. Movie" and "Oppenheimer."
Universal ranks third among studios for domestic gross in 2025, but that is likely to quickly change. The company's latest film, "Jurassic World Rebirth," topped the weekend box office with $147.3 million domestically.
The film's gross is down from the 2015 "Jurassic World" film, which kicked off the latest reboot storyline for the hit dinosaur franchise. The opening weekend gross was on par with 2018's "Jurassic World Fallen Kingdom" and 2022's "Jurassic World Dominion," as reported by <a href="https://variety.com/2025/film/box-office/jurassic-world-rebirth-opening-weekend-box-office-july-4th-holiday-weekend-1236448064/">Variety</a>.
Of note, the latest film got five days release for its opening with the Fourth of July holiday and a release on Wednesday, while the other movies were released over a three-day normal weekend and grossed more.
For comparison, here are the final domestic box office <a href="https://www.boxofficemojo.com/franchise/fr2571603717/?ref_=bo_frs_table_12">totals </a>of the last three films in the franchise:
<ul class="wp-block-list">
<li>"Jurassic World": $652.3 million</li>
<li>"Jurassic World: Fallen Kingdom": $417.7 million</li>
<li>"Jurassic World: Dominion": $376.9 million</li>
</ul>
Strong word of mouth and critical scores could help the movie continue to see strong domestic box office success, and the movie will likely be one of the top-grossing films domestically in 2025. Currently, only three films have grossed more than $250 million domestically in 2025.
"Jurassic World Rebirth" also grossed $171 million internationally from 82 markets, turning in an impressive five-day worldwide total of $318 million. China was the film's top non-US market with $41 million.
Read Also: <a href="https://www.benzinga.com/general/entertainment/24/12/42750888/top-anticipated-2025-movies-for-big-screen-success-and-stocks-investors-should-watch">Top Anticipated 2025 Movies For Big Screen Success And Stocks Investors Should Watch</a>
Why It's Important: In just five days, "Jurassic World Rebirth" showed success at the box office and continued success for the franchise owned by Comcast.
The last three Jurassic World films all grossed $1 billion worldwide at the box office. According to the Variety report, this film costs less to produce and market, which means it doesn't have to reach the $1 billion level to be considered a box office hit; however, that number could translate to more money for Comcast this time around.
The latest film gives Comcast another top 10 hit for the year, with its "How To Train Your Dragon" live-action film currently ranking fourth in 2025 with $224. million at the box office.
Comcast likely has at least two more potential top ten hits coming later in 2025 with "Wicked: For Good" on Nov. 21 and "Five Nights at Freddy's 2" on Dec. 5.
The films could see Comcast have three to four of the top ten grossing films in 2025 and put up a battle for the number one or number two spot domestically among movie studios.
Whether Comcast has multiple top ten films or ranks first for box office will be less important to the company's financials or share price than the fact that "Jurassic World Rebirth" costs less to make than recent Jurassic World films.
There is also the fact that each hit box office movie Comcast makes turns into a free marketing push for its Peacock streaming platform.
Peacock had 41 million paid subscribers in the first quarter, up 20% year-over-year. The streaming platform also saw revenue up 16% year-over-year in the first quarter.
For those who don't make the trip to the theater to see hit movies like "Jurassic World Rebirth," or want to see it again, a Peacock subscription will be a top way to watch the movie at home.
Comcast's dinosaur franchise could mean big profits at the box office and at home, with success likely to follow its movie and streaming segments in the future.
Price Action: When it comes<a href="https://www.benzinga.com/topic/movie-stocks"> to movie stocks, </a>Comcast may not receive the same level of investor affection as Disney.
Its share price is down 0.4% to $35.84 on Monday versus a 52-week trading range of $31.44 to $45.31. Comcast stock is also down 4.2% year-to-date in 2025, whereas Disney is currently trading $123.63 per share—up over 11% year-to-date.
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Image: Shutterstock

Dinosaurs Dominate Box Office: What 'Jurassic World Rebirth' Success Means For Comcast

Netflix, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) has demonstrated significant momentum, with its stock surging 43.4% in the last three months and 99% over the past year.
The company&#8217;s market cap recently reached half a trillion dollars (its current market cap is $552 billion), as its stock hit a 52-week high of $1,341.
This impressive growth is fueled by a robust content strategy, including hits like Squid Game and Stranger Things, the successful integration of NFL games, a burgeoning ad-supported tier, and an effective crackdown on password sharing.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/42791013/netflixs-strong-execution-and-innovative-content-strategy-impress-analyst" rel="noreferrer noopener">Bearish Analyst Regrets Not Upgrading Netflix To Buy In 2023</a>
<h2 class="wp-block-heading">Earnings</h2>
The streaming giant&#8217;s <a target="_blank" href="https://www.benzinga.com/general/entertainment/25/04/44877995/netflix-crushes-q1-says-its-working-hard-to-improve-and-expand-its-offering" rel="noreferrer noopener">first-quarter revenue</a> climbed 12.5% year over year to $10.54 billion, exceeding Street estimates. Earnings per share, at $6.61, similarly beat expectations.
Netflix anticipates continued strong performance, projecting second-quarter revenue of $11.04 billion (up 15.4% year over year) and maintaining its full-year revenue guidance of $43.5 billion—$44.5 billion.
Live events are a key focus, with WWE RAW consistently ranking in Netflix&#8217;s global top 10, alongside upcoming boxing matches and a second NFL Christmas Day game in 2025. The recent premiere of Squid Game Season 3 and its companion game, Squid Game: Unleashed, further solidify its content dominance.
<h2 class="wp-block-heading">Analyst Opinion</h2>
Analysts remain bullish, with a <a target="_blank" href="https://www.benzinga.com/quote/NFLX/analyst-ratings" rel="noreferrer noopener">consensus price forecast</a> of $1,153 from 32 analysts and a high of $1,600 from Pivotal Research on June 20, 2025.
With an average price forecast of $1508.33 between Pivotal Research, Wells Fargo, and Oppenheimer, there&#8217;s an implied 12.73% upside for Netflix from these most recent analyst ratings.
In April, Bank of America Securities (BofA) analyst Jessica Reif Ehrlich forecasted Netflix <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44826592/netflix-wants-to-be-the-next-1-trillion-company-analyst-highlights-growth-path" rel="noreferrer noopener">to reach a $1 trillion</a> valuation by 2030, driven by advertising, global expansion, and subscriber growth.
Netflix&#8217;s ad-supported plan now reaches 94 million monthly users, boosting its appeal to advertisers, especially among 18–34-year-olds, Ehrlich had said.&nbsp;
Netflix&#8217;s market capitalization of $552 billion significantly surpasses Walt Disney Co.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) $223 billion, despite Disney&#8217;s <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/06/46148033/can-disneys-experiences-segment-truly-bring-the-magic-back-for-investors" rel="noreferrer noopener">recent 27% surge</a> primarily due to its Experiences segment.
Comcast Corp&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>),&nbsp;Verizon Communications&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>), and&nbsp;AT&amp;T&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) have indeed faced subscriber losses in their video services due to the rise of Netflix and other streaming services.
This reflects a broader trend, as <a target="_blank" href="https://www.benzinga.com/news/entertainment/25/06/45978982/streaming-dethrones-tv-giants-netflix-youtube-lead-the-takeover" rel="noreferrer noopener">Nielsen reports</a> streaming viewership, led by Netflix and Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (GOOG) YouTube, now accounts for 44.8% of total TV time, surpassing broadcast and cable combined.
Price Action: NFLX stock is trading lower by 0.16% to $1,295 at last check Thursday.
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<li><a href="https://www.benzinga.com/general/entertainment/25/05/45385058/netflix-rally-could-cool-as-trade-relief-shifts-focus-jpmorgan-still-bullish" target="_blank" rel="noreferrer noopener">Netflix Rally Could Cool As Trade Relief Shifts Focus, JPMorgan Still Bullish</a></li>
</ul>
Photo via Shutterstock

Tech

Netflix Is Worth Half Trillion And One Analyst Forecasts Trillion Dollar Valuation

Things are finally looking up for Hollywood, but the crisis isn't over yet, industry watchers tell <a href="https://www.cnn.com/2025/06/22/business/box-office-rebound-2025">CNN</a>.
Box office returns have been down since the pandemic, with factors like theater closures, writers' strikes, ill-received blockbusters, and the rise of streaming releases impacting revenues.&nbsp;
The start of the year didn't do much to inspire faith in studio executives, either. Things got off to a slow start with box office sales between Jan. 1 and April 3 down 13% compared with the same period last year, and 7.6% from 2023. Projected hits like Disney's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) "Captain America: Brave New World" and "Snow White"&nbsp; didn't attract audiences the way they'd been expected to.
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Things finally began looking up in April, with movies like "A Minecraft Movie," "Sinners," and "Lilo &amp; Stitch" carrying the load. These movies contributed to a record Memorial Day weekend, which saw the box office up 22% compared to 2024, according to CNN.
That momentum is expected to carry into the summer, with high-potential releases like "How To Train Your Dragon," which grossed $135 million in its first few days in theaters. Warner Bros. Pictures&#8217; "F1 and "Superman," Universal Pictures' "Jurassic World Rebirth," and Disney's "The Fantastic Four: First Steps" are also expected to fare well with viewers.
At the start of the year, <a href="https://gower.st/articles/forecast-2025-gower-street-announces-33-billion-early-global-box-office-estimate/">Gower Street Analytics</a> projected that the domestic box office would reach $9.7 billion this year, a post-pandemic high.
Trending: GoSun's Breakthrough Rooftop EV Charger Already Has 2,000+ Units Reserved — <a href="https://www.benzinga.com/money/meet-the-company-seeking-to-give-americans-energy-independence-and-learn-how-you-can-become-an-early-investor">Become an Investor in This $41.3M Clean Energy Brand Today</a>
Entertainment research firm Enact Insights founder Greg Durkin told CNN he attributes this comeback to a rise in high-quality films.&nbsp;
Daniel Loria, the editorial director at Boxoffice Pro, agrees. "We're not selling Frosted Flakes or Coca-Cola … This is a product that reinvents itself every week," he told CNN. Loria added that while this year's releases have "fortunately" been connecting with audiences, it's still "a risky business."
"The lineup goes on hot and cold streaks. Something can look good on paper but not work in release, and vice versa," FranchiseRe box office analyst David A. Gross told CNN. "The ‘recovery' compared with last year is slipping, so it's not time to pop the champagne just yet,"
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wiseradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation.&nbsp;</a>
Fortunately, all three experts agree that movies are fairly recession-proof. "It's pretty cheap to go to a movie, relative to going to rent a house and get on a flight, or rent a car," Durkin said. "You still need that escapism." So while viewers may be more price-sensitive and opt to visit on days when theaters are offering discounts and promotions, the economic uncertainty shouldn't hit Hollywood too hard.
"Looking at 2025 in a vacuum — what a great recovery," Comscore senior analyst Paul Dergarabedian told CNN. "It's all product-based. It's the movies that determine the box office, not the month."&nbsp;
Read Next: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
Image: Shutterstock

'A Risky Business': Why Hollywood's $4.2B Summer Doesn't Mean The Crisis Is Over

On Wednesday, 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>) agreed to pay $16 million to <a href="https://www.benzinga.com/general/entertainment/25/05/45676520/is-paramount-offering-millions-to-trump-to-end-60-minutes-lawsuit-report-says-opening-offer-has-been-made">settle a lawsuit filed</a> by President Donald Trump over a "60 Minutes" interview with then–Vice President Kamala Harris, but the company issued no apology or admission of wrongdoing.
What Happened: In a statement, Paramount said, "The settlement does not include a statement of apology or regret" and added that the $16 million would be directed to Trump's future presidential library, not paid to him "directly or indirectly," reported Reuters.
The lawsuit, originally filed in October, alleged that CBS deceptively <a href="https://www.benzinga.com/25/04/44793888/trump-attacks-60-minutes-for-unlawful-and-illegal-behavior-could-president-derail-merger">edited two versions</a> of the Harris interview to make her appear to give contradictory answers about the Israel-Hamas war, thereby favoring the Democratic Party during the election.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/tech/25/06/46136541/elon-musk-backs-satya-nadellas-view-that-ai-must-produce-socially-useful-results-the-real-question-in-the-next-five-years-is" target="_blank" rel="noreferrer noopener">Elon Musk Backs Satya Nadella's View That AI Must Produce ‘Socially Useful' Results: ‘The Real Question In The Next Five Years Is…'</a>
Trump initially sought $10 billion in damages, later increasing the claim to $20 billion. The complaint, filed in Texas, accused CBS of violating the Texas Deceptive Trade Practices Act, a law typically used in consumer cases.
The case entered mediation in April. CBS had previously called the lawsuit "completely without merit" and sought to have it dismissed.
Why It's Important: The settlement follows earlier settlements, including a $15 million payout from ABC News, owned by Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) and a $25 million settlement from Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) over <a href="https://www.benzinga.com/news/legal/25/01/43325503/mark-zuckerbergs-meta-pays-trump-25-million-to-settle-lawsuit-over-facebook-instagram-ban-after-jan-6-riot-a-big-year-for-redefining-our-relationships-with-governments">his account suspensions</a>.
The timing also coincides with Paramount's pending <a href="https://www.benzinga.com/general/entertainment/24/09/40754610/paramount-to-be-controlled-by-worlds-sixth-richest-man-larry-ellison-how-helping-his-son-la">$8.4 billion merger</a> with Skydance Media, which requires FCC approval.
Price Action: As of this writing, Paramount's Class A shares were unchanged in after-hours trading at $22.70, while Class B shares slipped 0.08% to $13.15, according to <a href="https://benzinga.grsm.io/lxquj26b2sag">Benzinga Pro data</a>.
Benzinga's Edge Stock Rankings indicate that Paramount continues to show a steady upward trend over the short, medium and long term. However, despite its strong momentum, the stock's quality ranking remains relatively lower. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Additional performance details can be found here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/02012110/Screenshot-2025-07-02-at-10.45.49%E2%80%AFAM.png" alt="" class="wp-image-969667" /></a></figure>
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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.

Legal

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Trump Wins $16 Million Settlement From Paramount Over CBS '60 Minutes' Kamala Harris Interview — But No Apology Issued

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>B of A Securities raised Hewlett Packard Enterprise Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HPE#NYSE">HPE</a>) price target from $20 to $23. B of A Securities analyst Wamsi Mohan maintained a Buy rating. Hewlett Packard Enterprise shares closed at $18.41 on Friday. <a href="https://www.benzinga.com/quote/HPE/analyst-ratings">See how other analysts view this stock.</a></li>
<li>UBS cut the price target for United Therapeutics Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UTHR#NASDAQ">UTHR</a>) from $410 to $385. UBS analyst Ashwani Verma maintained a Buy rating. United Therapeutics shares closed at $284.27 on Friday. <a href="https://www.benzinga.com/quote/UTHR/analyst-ratings">See how other analysts view this stock.</a></li>
<li>BMO Capital slashed Tronox Holdings plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TROX#NYSE">TROX</a>) price target from $7 to $3. BMO Capital analyst John McNulty downgraded the stock from Market Perform to Underperform. Tronox shares closed at $5.64 on Friday. <a href="https://www.benzinga.com/quote/TROX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Citigroup boosted the price target for Air Products and Chemicals, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APD#NYSE">APD</a>) from $310 to $320. Citigroup analyst Patrick Cunningham maintained a Buy rating. Air Products shares closed at $282.35 on Friday. <a href="https://www.benzinga.com/quote/APD/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Barclays increased the price target for Affirm Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AFRM#NASDAQ">AFRM</a>) from $67 to $80. Barclays analyst Ramsey El-Assal maintained an Overweight rating. Affirm Holdings shares closed at $68.06 on Friday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Raymond James raised Boyd Gaming Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BYD#NYSE">BYD</a>) price target from $81 to $85. Raymond James analyst RJ Milligan maintained an Outperform rating. Boyd Gaming shares settled at $79.02 on Friday. <a href="https://www.benzinga.com/quote/BYD/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan raised Roblox Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RBLX#NYSE">RBLX</a>) price target from $100 to $120. JP Morgan analyst Cory Carpenter maintained an Overweight rating. Roblox shares closed at $105.59 on Friday. <a href="https://www.benzinga.com/quote/RBLX/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Jefferies increased CVS Health Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>) price target from $74 to $80. Jefferies analyst Brian Tanquilut maintained a Buy rating. CVS Health shares closed at $68.49 on Friday.  <a href="https://www.benzinga.com/quote/CVS/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Truist Securities boosted the price target for J.B. Hunt Transport Services, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JBHT#NASDAQ">JBHT</a>) from $130 to $140. Truist Securities analyst Lucas Pipes maintained a Hold rating. J.B. Hunt Transport shares settled at $145.34 on Friday. <a href="https://www.benzinga.com/quote/JBHT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Guggenheim increased The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) price target from $120 to $140. Guggenheim analyst Michael Morris maintained a Buy rating. Disney shares closed at $122.34 on Friday. <a href="https://www.benzinga.com/quote/dis/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying DIS stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/DIS/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="587" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30132946/image-447-1024x587.png" alt="" class="wp-image-967350" style="width:623px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30132946/image-447-1024x587.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30132946/image-447-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30132946/image-447-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30132946/image-447.png 1116w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Disney To Rally More Than 14%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>HC Wainwright &amp; Co. analyst Swayampakula Ramakanth upgraded the rating for Vor Biopharma Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VOR#NASDAQ">VOR</a>) from Neutral to Buy and announced a $3 price target. Vor Biopharma shares closed at $1.06 on Friday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel analyst Brad Reback upgraded Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) from Hold to Buy and raised the price target from $180 to $250. Oracle shares closed at $210.24 on Friday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wolfe Research analyst Mike Polark upgraded Medtronic plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MDT#NYSE">MDT</a>) from Underperform to Peer Perform. Medtronic shares closed at $86.02 on Friday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst James Heaney upgraded the rating for The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) from Hold to Buy and raised the price target from $100 to $144. Walt Disney shares closed at $122.34 on Friday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Longbow Research analyst David Macgregor upgraded Whirlpool Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHR#NYSE">WHR</a>) from Neutral to Buy and announced a $145 price target. Whirlpool shares closed at $96.17 on Friday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying ORCL stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/ORCL/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="583" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30125417/image-444-1024x583.png" alt="" class="wp-image-967311" style="width:625px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30125417/image-444-1024x583.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30125417/image-444-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30125417/image-444-768x437.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/30125417/image-444.png 1127w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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This Oracle Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday

The<a href="https://www.benzinga.com/markets/large-cap/25/06/46142591/apples-f1-movie-burns-300-million-still-waiting-on-a-profit"> highly anticipated</a> "F1" movie dominated the box office weekend and could be a rare theatrical hit for tech giant Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
Here's a look at how the film stacks up versus other Apple theatrical releases and why its success is important.
What Happened: Starring Brad Pitt, "F1" topped the box office weekend with $55.6 million domestically and $144 million worldwide.
The film is estimated to have a budget of $250 million to $300 million, as reported by <a href="https://variety.com/2025/film/box-office/brad-pitt-f1-movie-box-office-record-apple-megan-2-flops-1236443608/">Variety</a>.
"We're thrilled by the global response to ‘F1' and grateful to the audiences who've embraced the film with such enthusiasm," Apple's head of worldwide video, Jamie Erlicht, said. "This success is a testament to the vision of Joe (Kosinski), Jerry (Bruckheimer), Brad, and Lewis (Hamilton), along with the efforts of the entire cast and crew. Together with Formula 1, they've created an inspiring cinematic journey that captures the energy and spirit of the sport."
Box office estimates projected the film to gross $50 million to $60 million domestically during its opening weekend. The movie opened past the halfway point of that range and international totals from 78 markets likely outperformed estimates.
New estimates suggest the film will gross $500 million to $600 million worldwide, as reported by 9to5Mac. To put that range into perspective, "F1" could not only be the top-grossing Apple film ever, but also make more than all the other Apple theatrical releases combined.
Here are the past four Apple films released in theaters, with the opening and total worldwide box office.
<ul class="wp-block-list">
<li>"Killers of the Flower Moon": $44 million opening, $158 million total</li>
<li>"Napoleon": $78 million opening, $221 million total</li>
<li>"Argylle": $35 million opening, $96 million total</li>
<li>"Fly Me to the Moon": $19 million opening, $42 million total</li>
</ul>
Barring any setbacks, "F1" will become the highest-grossing Apple film. If the film can gross $517 million worldwide at the box office, it would surpass the total earnings of all other Apple films combined.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/06/45898644/tim-cook-explains-why-apples-f1-movie-bet-with-lewis-hamilton-serve-more-than-just-iphone-sales">Tim Cook Explains Why Apple&#8217;s &#8216;F1&#8217; Movie Bet With Lewis Hamilton Serves More Than Just iPhone Sales</a>
Why It's Important: Apple has released a limited number of original films in theaters with<a href="https://www.benzinga.com/24/03/37558754/apples-1b-gamble-on-3-blockbusters-analyzing-box-office-results-streaming-impact-and-oscar-nominatio"> minimal success </a>at the box office. None of the four movies above has made a profit.
Instead, the films have proven to be a marketing push for the company's Apple TV+ streaming platform. With "F1" doing well at the box office, it could mark the tech giant's first profitable theatrical film and also help the streaming platform down the road when the film becomes available on streaming.
Without a distribution arm, Apple relies on partners and must pay upfront fees and a portion of the box office revenue. In this case, that means Warner Bros. Discovery (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>) will also benefit from the strong showing of "F1" at theaters.
Premium movie theater company IMAX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IMAX#NYSE">IMAX</a>) could also benefit from fans rushing to see the film on its larger screens. Imax and premium formats made up 55% of domestic ticket sales. Imax made up $27.7 million of the total global box office, or around 19%.
"With the most realistic racing sequences ever committed to film, ‘F1: The Movie' quite simply demands to be experienced in Imax, and audiences around the world clearly got that message," Imax CEO Rich Gelfond said.
Overall, the success of the film could be beneficial for the Formula 1 racing league, which is publicly traded as Liberty Formula One (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FWONA#NASDAQ">FWONA</a>) (NASDAQ: FWONK). The racing league, which has been popular in international markets, has gained popularity in the US thanks to a docuseries on Netflix Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>).
Netflix and The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) could also benefit from the movie, with Netflix having the docuseries and Disney's ESPN having U.S. media rights. There have been reports that Apple has also explored acquiring global rights to the racing league in the future.
"F1" ranks well with an A grade on Cinemascore, 7.9 rating on <a href="https://www.imdb.com/title/tt16311594/">IMDb</a>, 83% Tomatometer from <a href="https://www.rottentomatoes.com/m/f1_the_movie">critics </a>on Rotten Tomatoes and a 97% Popcornmeter rating from viewers on Rotten Tomatoes.
Continued excitement and box office success for the film could help Apple and several other companies.
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Apple's 'F1' Movie Soars At Box Office, Could Outgross Tech Giant's Previous Theatrical Films Combined

Guggenheim analyst Michael Morris maintains Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) with a Buy and raises the price target from $120 to $140.

Guggenheim Maintains Buy on Walt Disney, Raises Price Target to $140

Jefferies analyst James Heaney upgrades Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) from Hold to Buy and raises the price target from $100 to $144.

Jefferies Upgrades Walt Disney to Buy, Raises Price Target to $144

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Bank of America Securities (BofA) analyst Jessica Reif Ehrlich maintained a Buy rating on Walt Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) <a target="_blank" href="https://www.benzinga.com/quote/DIS/analyst-ratings" rel="noreferrer noopener">with a price forecast</a> of $140 on Friday, signaling confidence in the entertainment giant&#8217;s ongoing recovery, particularly within its crucial Experiences segment.
Reif Ehrlich projects a sequential improvement in the Experiences segment&#8217;s operating income (OI) for Disney&#8217;s fiscal third quarter, with an anticipated acceleration in the fiscal fourth quarter, supported by easier year-over-year comparisons.
This segment, a primary driver of Disney&#8217;s overall OI, has recently navigated challenges, including tough comparables, wage inflation, and significant pre-opening costs associated with new cruise ships.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45251203/disney-rides-strong-subscriber-growth-and-movie-hits-lifts-forecast-with-1-billion-streaming-goal" rel="noreferrer noopener">Disney Lifts Forecast With $1 Billion Streaming Goal, Abu Dhabi Park Deal And More</a>
Adding to these headwinds were broader macroeconomic concerns and the impending launch of Universal&#8217;s Epic Universe, which had previously amplified investor anxieties regarding the segment&#8217;s trajectory.
However, the analyst notes a positive shift, indicating that the Experiences segment is now performing at least in line with fiscal 2025 expectations. This optimism is further bolstered by a robust pipeline of new cruise ships, which are expected to contribute significantly to results in the coming years.
In the advertising landscape, Sports remains a standout performer for Disney, demonstrating sustained strength relative to other categories. Furthermore, Reif Ehrlich expects Direct-to-Consumer (DTC) net subscriber additions to be modestly positive in the fiscal third quarter, aligning with the company&#8217;s own guidance.
Following a strong earnings beat last quarter, Disney raised its fiscal 2025 EPS guidance to $5.75. Reif Ehrlich believes this revised guidance is highly achievable, attributing this confidence to the fact that Disney&#8217;s prior earnings report coincided with peak uncertainty surrounding tariffs, which had previously obscured visibility.
Moreover, while DTC will likely be an investment year, she noted there will be some discretion around the magnitude of spend and momentum thus far in the parks (a key concern heading into the year), which should be positive for underlying fundamentals.
For the fiscal third quarter, Reif Ehrlich has slightly adjusted her estimates, lowering revenue to $24.0 billion (from $24.1 billion), OI to $4.33 billion (from $4.39 billion), and EPS to $1.39 (from $1.42).
These revisions are primarily due to the disappointing box office performance of Pixar&#8217;s Elio, which had a record-low opening for the studio.
Despite these near-term adjustments, the analyst has maintained her full fiscal 2025 OI estimate of $17.6 billion and EPS of $5.75, consistent with company guidance.
Price Actions: DIS stock is trading higher by 1.05% to $122.76 at&nbsp;last check Friday.
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Photo by Bankrx via Shutterstock

Reiteration

Can Disney's Experiences Segment Truly Bring The Magic Back For Investors?

Hulu Joins Disney+ and ESPN's Forthcoming Streaming Service in Spectrum TV Select Packages
Key Takeaways:&nbsp;
<ul>
<li>Hulu (With Ads) will be included in all Spectrum TV Select packages at no additional cost.</li>
<li>Eight Disney-owned networks to return to Spectrum's linear channel lineup.</li>
<li>The addition of Hulu and ESPN will increase the monthly value of all collective streaming services to more than $100 for TV Select customers.</li>
<li>Expanded agreement extends the multi-year deal well into the future.</li>
</ul>
STAMFORD, Conn. and BURBANK, Calif., June 26, 2025 /PRNewswire/ -- Charter Communications (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) and The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) today announced an expanded distribution agreement that brings Hulu (With Ads) to all Spectrum TV Select customers at no additional cost. Starting later this summer, TV Select customers will have access to Hulu's extensive library of hit TV series and films plus award-winning Originals, alongside existing complimentary access to ad-supported Disney+ and ESPN's soon-to-launch streaming service, anticipated by the fall of 2025. By expanding the value of TV Select to include popular streaming services like Hulu, TV Select customers will soon have access to a premium entertainment experience with a retail streaming value of more than $100 per month.

Charter Communications And Walt Disney Announce Expanded Distribution Agreement That Brings Hulu To All Spectrum TV Select Customers At No Additional Cost

On Wednesday, Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) scored a legal victory as a federal judge ruled that the company&#8217;s use of <a href="https://www.benzinga.com/general/entertainment/23/07/33158772/sarah-silverman-and-other-authors-allege-openai-meta-wield-ai-tech-to-steal-info">copyrighted books</a> to train its AI models is protected under the fair use doctrine.
What Happened: A lawsuit filed by 13 authors, including Sarah Silverman, claimed Meta illegally used their copyrighted works to train AI models.
However, U.S. District Judge Vince Chhabria sided with Meta, granting summary judgment and stating that the company's actions fell under fair use, <a href="https://techcrunch.com/2025/06/25/federal-judge-sides-with-meta-in-lawsuit-over-training-ai-models-on-copyrighted-books/">reported</a> TechCrunch.
See Also:&nbsp;<a href="https://www.benzinga.com/markets/tech/25/06/45988600/mark-zuckerbergs-meta-dangled-100-million-signing-bonuses-to-openai-team-members-says-sam-altman-happy-none-of-our-best-people-took-them" target="_blank" rel="noreferrer noopener">Mark Zuckerberg&#8217;s Meta Dangled ‘$100 Million Signing Bonuses&#8217; To OpenAI Team Members, Says Sam Altman: Happy ‘None&#8217; Of Our Best People Took Them</a>
&#8220;The plaintiffs presented no meaningful evidence on market dilution at all,&#8221; Judge Chhabria said. He went on to say that while the case was narrowly focused, AI model training can be deemed transformative, meaning Meta's models didn't simply replicate the authors' works.
Judge Chhabria added that this decision doesn't make all AI model training legal, but pointed out that the plaintiffs failed to make sufficient arguments about market harm.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It&#8217;s Important: The decision follows a <a href="https://www.benzinga.com/markets/tech/25/06/46088008/elon-musk-agrees-google-had-all-the-tools-but-still-lost-the-ai-race-to-openai-echoes-social-media-post-having-the-pieces-isnt-the-same-as-playing-the-game">similar ruling in favor</a> of Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) backed Anthropic, another AI company.&nbsp;
However, multiple other lawsuits are ongoing against tech firms accused of using different types of copyrighted content for AI training.
This includes The New York Times's <a href="https://www.benzinga.com/news/24/02/37121678/openai-lawsuit-judge-calls-sarah-silverman-other-authors-copyright-infringement-claim-insufficient">case against</a> OpenAI and Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) over the use of its news articles, while Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) and Comcast Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) Universal Studios have taken legal action against Midjourney for <a href="https://www.benzinga.com/news/legal/25/06/45895643/disney-universal-studios-sue-ai-image-generator-midjourney-for-copyright-infringement">allegedly training AI models</a> on movies and television content.
Price Action: Meta shares declined by 0.49% in Wednesday's regular trading and edged up by 0.017% in after-hours trading, as per <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>.
Benzinga's Edge Stock Rankings show a steady upward trajectory for META over short, medium and long-term periods. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'">Additional performance insights can be found here</a>.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound'"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/25225004/Screenshot-2025-06-26-at-8.18.07%E2%80%AFAM.png" alt="" class="wp-image-962394" /></a></figure>
Photo Courtesy: Skorzewiak on Shutterstock.com
Check out more of Benzinga&#8217;s Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/25/05/45396297/cathie-wood-dumps-palantir-as-stock-touches-peak-prices-bails-on-soaring-flying-taxi-maker-archer-aviation" target="_blank" rel="noreferrer noopener">Cathie Wood Dumps Palantir As Stock Touches Peak Prices, Bails On Soaring Flying-Taxi Maker Archer Aviation</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

MSFT

Mark Zuckerberg's Meta Beats Lawsuit Over AI Training On Books, Judge Finds 'No Meaningful Evidence On Market Dilution'

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer recommended owning MP Materials Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>), adding that he has always <a href="https://www.benzinga.com/quote/MP/earnings">liked the stock</a>.
Supporting his view, Baird analyst Ben Kallo, on June 17, maintained MP Materials with an Outperform rating and raised the price target from&nbsp;$30&nbsp;to&nbsp;$38.
When asked about Six Flags Entertainment Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FUN#NYSE">FUN</a>), he said, &#8220;Don't be interested in it. I don't like the theme parks other than Disney (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>).&#8221;
Supporting his view, Six Flags Entertainment, on May 8, reported worse-than-expected first-quarter sales results.
&#8220;I'm not going to fight anyone who wants to own a nuclear stock. I'm going to bless it even though it's up very, very big,&#8221; Cramer said when asked about BWX Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWXT#NYSE">BWXT</a>).
As per the recent news, BWXT, on June 16, named Kevin McCoy as chief nuclear officer to advance U.S. Navy submarine programs.
Cramer said he is again going to bless Jabil Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JBL#NYSE">JBL</a>). &#8220;It's the kind of company you need to deal with right now — they'll understand all the tariff problems, and they'll help you,&#8221; he added.
Lending support to his choice, Jabil posted third-quarter results on June 17 that exceeded analyst expectations for earnings per share and sales. Jabil also announced an investment of approximately $500 million over the next several years to expand its footprint in the Southeast United States.
Price Action:
<ul class="wp-block-list">
<li>Six Flags shares settled at $30.49 on Tuesday.</li>
<li>MP Materials shares dipped 4.5% to close at $34.91.</li>
<li>BWX Technologies gained 0.2% to settle at $142.31 on Tuesday.</li>
<li>Jabil shares rose 1.7% to close at $211.95.</li>
</ul>
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</ul>
Photo: Shutterstock

BWXT

Why Cramer Thinks Jabil Is The Perfect Stock For A Tariff Storm

Fans of the hit Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) series "Squid Game" could have more reasons to celebrate this week, as a<a href="https://www.benzinga.com/general/entertainment/25/04/44877995/netflix-crushes-q1-says-its-working-hard-to-improve-and-expand-its-offering" target="_blank" rel="noopener"> third and final season</a> will be launched on the streaming platform, along with several games based on the hit series.
Netflix Bets on Mobile Game: Over the years, Netflix has been more aggressive in launching mobile games, especially ones <a href="https://www.benzinga.com/general/entertainment/24/06/39213738/netflix-reality-show-games-and-chill-streaming-giant-sees-success-from-interactive-games-ba">based on series </a>and movies on the company's streaming platform.
"Squid Game: Unleashed," which launched last year for the second season of the hit Netflix show, is getting updates for the third season and will also have more ways to play.
The <a href="https://www.squidgameunleashed.com/">game </a>will be playable on Google's Chromebook and large-screen Android devices, marking a first for a Netflix game, as reported by <a href="https://variety.com/2025/gaming/news/squid-game-unleashed-chromecast-gaming-news-roundup-1236438283/">Variety</a>.
"Squid Game: Unleashed" is a 32-player party royale mobile game featuring characters, challenges, and more from the hit series.
"You'll be able to experience immersive gameplay on a bigger screen, with keyboard and mouse support, updated control layouts and graphics that take full advantage of your device's display," a Google description reads.
According to the report, the game will receive updates tied to the third season of the game after its release, along with being available on more devices.
"Squid Game" season three will be released on Netflix on June 27. It will follow the second season, which premiered in December 2024 and <a href="https://www.benzinga.com/24/12/42751367/netflix-posts-record-debut-with-squid-game-season-2-heres-how-many-people-watched-show">broke Netflix records </a>with 68 million views in its first week of release.
Read Also: <a href="https://www.benzinga.com/general/entertainment/25/03/44428025/netflix-to-launch-first-mmo-video-game-is-it-the-streaming-companys-biggest-gaming-bet-yet">Netflix To Launch First MMO Video Game: Is It The Streaming Company&#8217;s Biggest Gaming Bet Yet?</a>
Fortnite Piggybacks on Squid Game Mania: Hit battle royale game &#8220;Fortnite&#8221; from Epic Games, which is partially owned by Sony Group Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>), the Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) and Tencent Holdings (OTC:<a class="ticker" href="https://www.benzinga.com/stock/TCEHY#OTC">TCEHY</a>), is also diving into "Squid Game" mania this week.
"Fortnite" is <a href="https://www.fortnite.com/news/fight-for-survival-in-reloads-squid-grounds-map?lang=en-US">releasing </a>a version of the game that, in its Reload mode, will feature key locations from the series, like the labyrinth and playground, and interactive games like "Red Light, Green Light."
The hit battle royale game will also feature bundles of in-game purchasable items, including guards&#8217; and characters&#8217; skins from the series.
"Fortnite's" partnership with "Squid Game" will be for a limited time and also include several tournament challenges where contestants can earn in-game items.
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Photo: Shutterstock

Gaming

Sony Group Corporation American Depositary Shares

SONY

TCEHY

Netflix Is Turning 'Squid Game' Into Something Bigger As Fortnite Tries To Keep Up

Live On CNBC, Josh Brown Hosts Segment Titled "Best Stocks New Addition: Disney"

Small Cap

Opinion

Press Releases

From Hollywood to Wall Street: AI and Quantum Computing Are Reshaping the Economy

The Walt Disney Company Executives to Discuss Fiscal Second Quarter 2025 Financial Results via Webcast

The Walt Disney Company Launches Inaugural, Company-Wide "Disney Week of Wishes" Campaign to Celebrate World Wish Day With Make-A-Wish

The Walt Disney Company to Participate in the MoffettNathanson Media, Internet & Communications Conference

The Walt Disney Company Reports Second Quarter and Six Months Earnings for Fiscal 2025

The Walt Disney Company and Miral Announce Plans for Disney Theme Park and Resort on Yas Island, Abu Dhabi

Social Media

Disney and Formula 1® Unveil Collaboration with Disney's Mickey & Friends Launching in 2026

BetterInvesting™ Magazine Update on The Walt Disney Co. (NYSE: DIS)

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AMGN

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LLYVA

LLYVK

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iQIYI

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