$DIS
7 long-form articles and 2 pre-market mentions covering $DIS from AskMelon Research.
Disney's Streaming Turned a Profit Just as Its Cable Empire Melts
Disney just delivered the milestone Wall Street had demanded for years: its streaming business is now profitable, with operating income up 88% in the latest quarter and margins finally breaking into d…
Netflix Stopped Reporting Subscribers Just as the Easy Growth Ran Out
Netflix won the streaming wars, and it is not close. It has more than 325 million subscribers, over $50 billion in annual revenue, operating margins north of 30%, and the kind of free cash flow its co…
The Final Cut
Two of the empires that built twentieth-century culture — the studio that gave us Hollywood's golden age, the company behind Batman and Bugs Bunny and CNN and HBO — are being lashed together into a si…
The Fifty-Million-Dollar Mistake That Killed a Brand
A meditation on the 2000 Blockbuster-Netflix meeting, the six-thousand-fold return that was declined in under an hour, and the structural tax that incumbent infrastructure imposes on technological dis…
The Retirement of the Robot Rat
A meditation on Chuck E. Cheese's animatronic show, the maintenance economics that finally broke it, and the gradual obsolescence of physical entertainment infrastructure against the wall-mounted scre…
The $1.75 Billion Streaming Service That Lasted Six Months
A meditation on Quibi, the pandemic-timed launch of a commute-optimized product into a world with no commutes, and the rapid evaporation of premium-content capital when the use case disappears.
The Ten-Million-Dollar Bet That Became Forty Billion
A meditation on Steve Jobs's 1986 purchase of Pixar, the nineteen years of patient capital that followed, and the venture-capital timeline that no fund could have sustained.
Wednesday, May 6, 2026
AMD delivered the most decisive earnings beat of the quarter — $10.3B revenue vs $9.84B consensus, data center +57% YoY, Q2 guide $11.2B — driving the stock +13% AH and triggering Goldman's highest-pr…
Monday, May 4, 2026
US DoD denied an Iranian missile hit on a destroyer near Jask island but Brent whipped $103→$113 before settling ~$108; S&P futures oscillate -0.1% to +0.2% with the first 30 minutes the day's binary …