Forget Cable TV and Streaming: Here's Walt Disney's (DIS) Most Lucrative Business Segment

Walt Disney's experiences segment (theme parks and cruises) is its most profitable business division, generating $10 billion in revenue (40% of total) and 54% of operating income in Q3 2026, with 10% revenue growth and 20% operating income growth. The company is investing $60 billion over 10 years to expand this segment globally.

10/07/2026, 8:15 AM • The Motley Fool

Don't Sell Netflix: NFLX Is the One Streaming Pick I'd Add to Today

Despite Netflix trading down 50% from highs while the S&P 500 is up 13% YTD, analyst argues the stock remains a strong long-term buy. Netflix shows solid fundamentals with 13% YTD revenue growth, expanding content into sports and live programming, and aggressive share buybacks at lower prices. Trading at a P/E of 21—historically low for the company—Netflix is well-positioned against legacy competitors and should benefit from sustained streaming demand growth.

10/04/2026, 7:15 PM • The Motley Fool

$1,000 Invested in Walt Disney (DIS) at Its 52-Week Low Is Worth This Much Today

Disney stock has climbed 14% over the past six months from its 52-week low of $92.19 in late March, making a $1,000 investment worth $1,140 today. Despite strong performance in streaming and theme parks/experiences divisions, shares remain 48% below their March 2021 all-time high. The stock trades at an attractive forward P/E ratio of 13.8, presenting a potential buying opportunity for investors.

10/03/2026, 1:34 PM • The Motley Fool

Paramount and Warner Bros. Discovery to Merge Into Skydance (SKYD). Will Skydance Achieve David Ellison’s “Quality Storytelling” Vision?

Paramount Skydance and Warner Bros. Discovery have completed their merger to form Skydance, set to close on October 6, 2026. However, the new company faces significant headwinds including an $80 billion debt burden, industry opposition from creators, settlement-imposed constraints on film production and studio operations, and a poor historical track record for large media mergers.

10/02/2026, 4:12 PM • The Motley Fool

Comcast vs. Walt Disney: Which Media Stock Is a Better Buy in 2026?

Comcast and Walt Disney represent different investment strategies in the evolving media landscape. Comcast offers defensive characteristics with robust free cash flow (~$21.9B), higher dividend yield (5.99%), and lower valuation (P/E 7.03), but faces cord-cutting pressures and connectivity competition. Disney provides growth potential with strong IP assets, 132M Disney+ subscribers, and lower debt (0.4x D/E ratio), but carries higher valuation (P/E 20.90) and content cost risks. The author ultimately recommends Disney for investors seeking growth and brand power despite higher volatility.

10/02/2026, 10:14 AM • The Motley Fool

Why Meta Platforms Stock Jumped 13% This Week

Meta Platforms stock surged 13% this week following the launch of its Muse personal AI agent and new integrated devices. The Muse app quickly became the top free iPhone app in the U.S., with capabilities including email management, shopping, and travel reservations. Meta also unveiled AI glasses and VR glasses that integrate with Muse, featuring partnerships with major retailers like Shopify and Walmart, positioning the company as a leader in the AI agent-driven market.

09/27/2026, 4:25 PM • The Motley Fool

Comcast vs. Walt Disney: Comparing Recent Revenue Trends Between These Media Companies

Comcast maintains higher absolute revenue but Disney demonstrates stronger growth momentum. Comcast's revenue has contracted modestly due to business divestitures, while Disney shows consistent upward trajectory with 7% year-over-year growth in Q2 2026, driven by strong theme park performance. The revenue gap between the two media giants is narrowing, signaling a structural shift in competitive dynamics.

09/25/2026, 5:15 PM • The Motley Fool

Is Disney's New Price Hike a Genius Move, or Did It Go Too Far This Time?

Disney raised prices for Disney+ and Hulu by 4-13%, making them the most expensive traditional streaming services. While the timing seems harsh amid economic concerns, Disney's bundling strategy ($21.99/month for both ad-free) and sticky ecosystem position it to retain subscribers better than competitors. The price increase should significantly boost Disney's streaming profitability.

09/24/2026, 10:07 AM • The Motley Fool

NCAA Basketball Finals 2026 Post-Event Analysis Highlights Fan Engagement, Sponsorship Growth and Emerging Media Opportunities

The 2026 NCAA Basketball Finals demonstrated strong commercial performance with record men's viewership (18.30 million average), 15-16% growth in women's championship audiences, sold-out Final Four tickets, and sustained sponsorship value from major corporate partners. Long-term sponsorship agreements and expanded international media rights, particularly Disney's $920 million women's basketball deal through 2032, underscore March Madness's position as a valuable sports property.

09/24/2026, 5:52 AM • GlobeNewswire

Walt Disney vs. Roblox: Which Media Stock Is a Better Buy in 2026?

The article compares Walt Disney and Roblox as investment options for 2026. Disney is recommended as the better choice due to its profitability, strong cash flows, and momentum across streaming, theme parks, and sports divisions. Roblox, while building an engaged gaming platform with 111.8 million daily active users, is currently unprofitable with a negative net margin of 21.8% and is guiding for a sharp decline in bookings, asking investors to wait for long-term returns.

09/14/2026, 10:19 AM • The Motley Fool

Is Netflix a Good Buy? After 10 Years of Covering NFLX, Here's My Honest Answer.

Netflix stock has pulled back over 40% from its June 2025 record high of $133.91 to around $77, facing challenges including slowing revenue growth (expected 11.7% YoY in Q3), market saturation, negative free cash flow, and tough year-over-year comparisons from 2025 hits. However, the analyst views the pullback as a potential buying opportunity, noting Netflix's reasonable valuation at 21x next year's earnings, 300+ million subscribers, and expected 12% revenue and 22% EPS growth through 2028, though future gains likely won't match the past decade's 670% rally.

09/09/2026, 1:30 PM • The Motley Fool

Walt Disney vs. Netflix: Which Media Stock Is a Better Buy in 2026?

The article compares Walt Disney and Netflix as investment options for 2026. Disney is a diversified entertainment giant with theme parks and streaming, while Netflix is a pure-play streaming service with 300+ million subscribers. Netflix demonstrates stronger growth (16% revenue increase), higher profitability margins (24% net margin vs Disney's 13%), and better operational efficiency. However, Netflix trades at a higher valuation premium (P/S of 7.6x vs Disney's 2.0x). The author recommends Netflix as the better buy, citing its double-digit revenue growth, superior streaming profitability, and expected 20%+ annual earnings growth compared to Disney's low-single-digit growth.

09/04/2026, 1:20 PM • The Motley Fool

Magnite Establishes Premier Destination for Verified Live Streaming Inventory

Magnite announced major milestones in its live streaming advertising business, launching Live Scheduler technology that has enabled 37 media owners to schedule and monetize over 4,000 live events. The platform saw a 56% year-over-year increase in global live sports ad spend from January to July, with over 5,800 new advertisers. Key features include precision activation, infrastructure for viewership spikes, and access via programmatic or agentic workflows.

09/03/2026, 8:00 AM • GlobeNewswire

How Likely Is It That Warren Buffett's Successor, Greg Abel, Will Use a Portion of Berkshire Hathaway's $359 Billion Cash Pile to Buy This Large-Cap Value Stock in September?

Berkshire Hathaway recently resumed stock buying after years of net selling, holding $359 billion in cash. The article suggests Walt Disney could be an attractive value investment with a forward P/E of 14.3 and strong intellectual property moat. However, the author believes Berkshire is unlikely to buy Disney shares due to concerns about declining legacy TV operations and intense streaming competition.

08/31/2026, 11:30 AM • The Motley Fool

Did Apple Go Too Far This Time?

Apple has raised Apple TV+ prices to $14.99/month, tripling the cost since launch in 2019. The article argues this aggressive pricing strategy—a 79% increase across major streaming services in five years—is unsustainable and risks losing subscribers during economic downturns, especially compared to larger competitors whose prices have risen more moderately.

08/31/2026, 8:08 AM • The Motley Fool