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A Bullish Disney Analyst On What COVID-19 Vaccines Mean For The Mouse
Walt Disney Co (NYSE: DIS) is poised to benefit from continued strong growth in direct-to-consumer streaming and a recovery in travel due to the rollout of COVID-19 vaccines, according to Tigress Financial Partners.
Comcast Needs To Unlock Value, Should Consider Separating Cable Business: Analyst
Comcast Corporation (NASDAQ: CMCSA) is composed of a "collection of good businesses" but management has to take action to unlock value before investors can buy the stock, according to Wells Fargo.
'The Last Blockbuster' Documentary Is Coming To Netflix: Cause, Meet Effect
Netflix releases hundreds of new movies and television episodes each month for its subscribers. One release coming later this month may catch viewer attention with a throwback to an earlier method of renting films. 
BofA Likes Roku's Deal To Acquire Nielsen's AVA Business
Roku Inc (NASDAQ: ROKU) announced Monday its intention to acquire Nielsen Holdings PLC's (NYSE: NLSN)
Roku Had A 'Stellar' Quarter, But Is The Stock Valued Too High Right Now?
Streaming video company Roku Inc (NASDAQ: ROKU) reported fourth-quarter results that came in better than expected but not all analysts were equally impressed.
7 Reasons Why Roku's Stock Can Rise To $500
Roku Inc (NASDAQ: ROKU) was a big winner in 2020 and the stock has multiple catalysts ahead that can lift the stock even higher, according to BofA Securities.
WWE Network Is Moving To NBC's Peacock
World Wrestling Entertainment, Inc. (NYSE: WWE) is shutting its streaming video network and will instead host its content on NBCUniversal's new direct-to-consumer streaming platform Peacock, the companies said Monday.
Why Netflix's Soaring Subscriber Base Isn't Necessarily Bad News for Competitors
Netflix Inc. (NASDAQ: NFLX) said Tuesday that it surpassed the 200-million-member milestone.
ViacomCBS To Launch Paramount+ Streaming Service March 4: What You Need To Know
A day ahead of the earnings release from streaming giant Netflix Inc (NASDAQ: NFLX), ViacomCBS Inc.
Why Roku Could Still Have 'Significant' Advertising Growth Ahead
Roku Inc (NASDAQ: ROKU) has grown to become the leading TV and video streaming platform in 2020, but JPMorgan says its true driver of revenue growth in advertising has yet to play out.
Discovery Plans To Bring Oprah and Martha Stewart To A Global Audience, CEO Says
Discovery Communications Inc. (NASDAQ: DISCA) has been working on a streaming video platform for five years with the objective of transforming the media company from a "cable and free-to-air company to a global IP company," Discovery CE
Roku Buys Quibi's Content Distribution Rights
Roku Inc (NASDAQ: ROKU) confirmed Friday a deal to acquire the exclusive global distribution rights to Quibi's suite of content for use on its ad-supported The Roku Channel.<
Roku Hits 50M Active Account Milestone; CEO Talks Competition, Strategy
Roku Inc. (NASDAQ: ROKU) shares are trading higher after the company announced a milestone of 50 million active accounts on its streaming video platfo
Square Talks Acquisition With Jay-Z's Tidal: Report
Jack Dorsey's fintech payments company Square Inc (NYSE: SQ) is in talks to acquire Jay-Z's streaming music platform Tidal, a source told Bloomberg.
BMO Steps To The Sidelines On FuboTV Following Big Run
The bullish case for live TV streaming platform FuboTV Inc (NYSE: FUBO) has come to an end at BMO Capital Markets although it's based on valuation reasons rather than an incrementally negative view.
6 Reasons To Own FuboTV In 2021
Live TV streaming provider Fubotv Inc (NYSE: FUBO) has seen its stock gain in value five-fold since its initial public offering in early October and the stock still has legs to run higher, according to Needham.
BofA's Media Downgrade Spree: ViacomCBS, Discovery, iHeartMedia
The media sector is an "industry in transition" and several legacy media giants aren't ideally positioned moving forward, according to BofA Securities. The Analyst: Jessica Reif Ehrlich downgraded the following media names:
Roku Surges To All-Time High After HBO Max Deal, Stock Gets New Street-High Price Target
Roku Inc (NASDAQ: ROKU) finally reached an agreement with AT&T Inc. (NYSE: T) to add HBO Max to Roku's streamin
Why Comcast Is 'Ready To Breakout' In 2021
Comcast Corporation (NASDAQ: CMCSA) is "ready to breakout" in 2021 after COVID-19 headwinds impacted its performance in 2020, according to BofA Securities.
BofA Lifts Disney Price Target After Investor Day, Says Direct-To-Consumer Audience Could Hit 350M
BofA Securities raised its price target on Walt Disney Co (NYSE: DIS) after the Mouse's investor day presentation.
Disney+ Stands Out In Streaming Video Field, Says Bullish Truist Securities
Walt Disney Co (NYSE: DIS) is a "core large-cap holding," as the company is positioned to benefit from the continued transition toward direct-to-consumer media content, according to Truist Securities.
Needham Sticks To Its Streaming War Stance: Buy Roku, Sell Netflix
Needham analysts on Wednesday reiterated their longstanding pair trade in the streaming video space: sell Netflix Inc (NASDAQ: NFLX) and buy Roku Inc (NASDAQ: ROK
Disney Says It Will Lay Off About 32,000 Employees In 2021
Media and entertainment giant Walt Disney Co (NYSE: DIS) confirmed in a regulatory filing update that approximately 32,000 employees will lose their jobs in the first half of 2021.
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