Walt Disney Company (DIS)

$NFLX $PSKY $DIS $CMCSA $WBD Spot on Ben! #'s 1 and 2...... "Based on Netflix viewing data, licensing volume, and industry analyses through 2025–2026, the top three external content providers are: Paramount Global – #1 Home to NCIS, Young Sheldon, Avatar: The Last Airbender, The Legend of Korra, Henry Danger, and many other CBS and Nickelodeon titles. Has become Netflix's largest supplier of high-performing licensed TV content in the U.S. Warner Bros. Discovery – #2 Provides major TV series like The Flash, Supernatural, and Riverdale. Also licenses blockbuster films such as Barbie, Dune, and Furiosa during various licensing windows. Sony Pictures Entertainment – #3 Netflix's long-running U.S. pay-one movie deal has brought many recent Sony theatrical releases to the service. Popular titles include the Spider-Man films, Where the Crawdads Sing, No Hard Feelings, Anyone But You, and The Equalizer 3."

$DIS $NFLX bro you’re stupid I’d pay to see the World Cup I had to buy a peacock subscription just to watch . America is full of degen gamblers trust me people care

$NFLX $DIS & $GOOGL (YouTube) are all reportedly interested in bidding up to $2B for the combined US English + Spanish-language rights to the 2030 & 2034 FIFA World Cups $FOX hold on English rights could be under serious threat as FIFA plans to sell the English + Spanish packages together - paid $485M for English rights $CMCSA Telemundo paid $465M for Spanish rights Original rights for 2018 & 2022 were awarded in 2011 FIFA extended the deals to include 2026 in Feb 2015 without a new bidding process. This extension was widely seen as compensation to Fox & Telemundo after the controversial move of the 2022 Qatar World Cup to Nov/Dec End of an era - the next 2 World Cups will be the first in decades without Ronaldo, Messi, or Neymar dominating in their primes. Time for Mbappé, Haaland, & the new gen to take over Next 2 men’s FIFA World Cups: • 2030 FIFA World Cup: Co-hosted by Morocco, Portugal, & Spain (main tournament) & 3 special centenary celebration matches (marking 100 years since the first World Cup in 1930) will be played in South America: 1 each in Argentina, Paraguay, & Uruguay • 2034 FIFA World Cup: Hosted by Saudi Arabia

$NFLX $PSKY $DIS $CMCSA $WBD Where did this data you are referring to come from??? I see no source referenced for the pie charts you posted. I am skeptical, and question its authenticity and credibility, As It seems to Run counter to what Gerry Cardinale of Redbird was quoting in live interviews multiple times, and which no one anywhere that I saw corrected him. He's said that 70% of ALL viewing hours on Netflix comes from its LEASED LIBRARY, and that 85% of the top watched most recent release movie content was predominantly WBD and Paramount movies. This jives with why Sarandos entered the bidding war, because when the Ellison's complete the deal, they will not license any new content to Netflix, and let the current licensing deals expire and starve Netflix of its lifeblood. Netflix HAS NO REAL LIBRARY!! They will need to buy NBCUniversal, Lionsgate, or both to stop the hemorrhaging of Subscribers that will flock to a combined WBD/PSKY.

The race for U.S. broadcasting rights to the 2030 and 2034 FIFA World Cups is heating up, with Netflix, Disney and Alphabet's YouTube exploring bids to challenge current rights holder Fox. FIFA is expected to begin negotiations within the next three months, with media executives estimating the rights could fetch between $1.5 billion and $2 billion per tournament, setting new records. FIFA plans to bundle English- and Spanish-language U.S. rights into a single package, a strategy expected to drive prices even higher and potentially sideline Comcast's NBCUniversal as it evaluates its finances following its spinoff. Amazon and Apple could also join the bidding, leveraging their financial strength despite the tournaments' less favorable time zones. Streaming companies see the World Cup as a powerful tool to attract and retain subscribers, while Wall Street remains cautious about the hefty investment and uncertain near-term profitability. $FOX $NFLX $DIS $CMCSA

$DIS the new superheros sucks $NFLX

$DIS $NFLX Another dumb decision by both of them nobody in America cares about the World Cup usually spending billions of dollars for future rights is just plain stupid I won't even pay to see NFL games on any of these sites , TV stations have the best setup for games Amazon's a failure with football .... Time will prove me correct

Netflix, Disney, YouTube interested in U.S. broadcast rights to 2030, 2034 World Cup: Sources $NFLX $DIS $GOOGL https://www.cnbc.com/video/2026/07/07/netflix-disney-youtube-interested-in-u-s-broadcast-rights-to-2030-2034-world-cup-sources.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension

$DIS keep buying shares, buy calls once it closes over the 200day

$DIS $CMCSA that 5 year % is crazy

$DIS At least this garbage is green. Maybe I can break even in 20 years.

For every major SVOD service except $NFLX roughly 90% to 95% of US viewing hours go to catalog fare. This is comprised almost entirely of licensed & older content. Audiences continuously return to or discover long-running former linear hits like Friends, Gilmore Girls, & Suits as "comfort TV" On the surface, you might think competing streamers have better margins & less risk by relying on proven content w/ fixed licensing costs...but...Netflix actually commands the far superior financial model & profit margins despite its massive original content spend Competitors must allocate massive capital just to retain or license old catalog shows, they have fewer resources to develop fresh hits. This leaves Netflix with very little meaningful competition when it comes to consistently launching major, new cultural moments Keeping nostalgic catalog shows exclusive means rivals forfeit guaranteed, highly profitable syndication cash from external licensing, hoping monthly subs will bridge the gap. Netflix's 40% original content viewing share creates a self-sustaining engine. Originals drive global subs acquisition & retention without ongoing external licensing fees or reliance on competitor-owned IP While rivals spend heavily on both original production & defensive catalog retention, Netflix successfully monetizes its original hits across a massive, established global base $PSKY $DIS $CMCSA $WBD

$DIS stealth accumulation

$IWM, $NFLX, $TSLA, & $DIS are all ranging. Can’t wait for one to break in either direction

$DIS 8/21 $95 calls getting loaded with size 🐭 Huge symmetrical triangle on the daily chart with room to $106 before it may struggle at that trendline.

$DIS back over 98 for The Close 🙂

$DIS bought a $120 call, exp 1/28, for $8.60

$DIS 👀 for Break 100 by EOW 🙂

$DIS I liked green better. What happened to it?

$DIS shaking every weak leaf off the tree before earnings