Walt Disney today
As of 03:59 pm
- 52 weeks
- $ 80.10
▼
124.69 dollars
- Profit
- 0.88 %
- P/E ratio.
- 17.84
- The target price
- 131.18 dollars
Do you smell the mouse mouse? ESPN, one of the largest subsidiaries of Walt Disney New York: DesMain agreements announced last week with two of the world’s most prominent sports championships: the National Football League (NFL) and World Wrestling Entertainment (WWE).
The deals represent a large batch of ESPN to enhance its live sports portfolio before the launch of the decisive broadcast, confirming the increasing battle for the outstanding sport rights in the increasingly crowded media scene.
The agreements bring high -value programming to the new DTC from ESPN, which is scheduled to be launched before the start of football and college seasons.
TKO group today
As of 03:59 pm
- 52 weeks
- 113.16 dollars
▼
187.01 dollars
- Profit
- 0.82 %
- P/E ratio.
- 76.92
- The target price
- 182.00 dollars
ESPN has reached the depths of its pockets to secure these deals, including delivering a 10 % share of shares to the American Football Association itself.
For Disney, these moves come in a pivotal time as the company seeks to stabilize the growth of subscribers and consolidate its position against competitors such as Amazon Prime and Peacock, both of which are chasing directly direct mathematical content.
But how new these new arrangements are for the mother companies of Disney and TKO Group Holdings Inc. New York: Who?
Today, we will explore the reason for the gathering of these companies, their strategy to move forward, and how their shares have responded in the days following the ads.
Disney adds valuable media features to the growing broadcast platform
Walt Disney stock expectations today
131.18 dollars
15.25 % upModerate purchase
Based on 28 analyst classifications
| The current price | 113.82 dollars |
|---|---|
| High expectations | 147.00 dollars |
| Average expectations | 131.18 dollars |
| Low expectations | 95.00 dollars |
Walt Disney’s shares details details
For Disney, adding NFL and WWE programming to the new DTC application was very important to attract customers who might feel the other monthly subscription. After its launch on August 21, the Espn Streaming app will display programming poles like NFL Network, NFL Red Zone, WWE ‘Premium Live Events “such as Wrestlemania, Royal Rumble and Summerslam.
At an expected price 29.99 dollars per month (Or 299.99 dollars annually) The new ESPN DTC app needs a convincing value to consumers, and sporting events such as NFL and WWE games remain one of the fields of direct TV where Customers are ready to pay a bonus. ESPN plans to offer more than 47,000 live sporting events through this new sign, with a cheaper option at $ 11.99 per month, and features more targeted events such as FCS university football, football and tennis level.
The American Football Association and WWE include two of the most passionate and dedicated fans on the ground, and adding this huge population composition will complete the Disney network of broadcast options such as Disney+ and Hulu. The company plans to provide a variety of beams and beams to attack multi-sided broadcasting, and the date of launch is also not a coincidence-the Fox One SPORTS application is released on August 21.
The US Football Association and WWE add revenues and cooperative partnerships
The rights of these events were not cheap, and the US Football Association and WWE will get new profitable revenue flows to sign some control of ESPN. For the American Football Association, the agreement comes with ESPN with a file 10 % property rights shareWhich will allow the league to ensure that the programming is in line with its mission and goals.
This also means that the American Football Association has a financial interest in the success of the new broadcasting service from ESPN, which means promoting through various media channels in the American Football Association, live events, and awareness programs. The share share is a unique agreement between the league and the national programmer, and it can finally represent the transformation of the traditional licensing models that have shown a decreasing investment return.
WWE (and her father, TKO Holdings) receives $ 1.6 billion over five years In their deal, which includes ESPN, paid $ 325 million annually for exclusive rights to the Marquee Live events such as Wrestlemania. Previously available on Pay-Per-VIEW, excellent WWE events are currently broadcast on NBC Streamer Peacock, which has a lower price point but also less than the ESPN group.
WWE and NBC agreed to a five -year deal One billion dollars in 2021But this time, NBC failed to match the $ 325 million offered by ESPN annually to the exclusive event rights. Not only does WWE get profitable revenue flows, but new partnership opportunities with a group of ESPN characters, many of which (such as College Gameday’s Pat MCAFEE) are already in professional wrestling. WWE, the pioneering program for WWE, Monday Night Raw, will continue in the air on Netflix Inc. Nasdak: NFLX Through 2034.
How the deals affected DIS and TKO shares
TKO Group stock forecast today
182.00 dollars
-2.22 % negative sideModerate purchase
Based on 16 analyst classifications
| The current price | 186.14 dollars |
|---|---|
| High expectations | 210.00 dollars |
| Average expectations | 182.00 dollars |
| Low expectations | 143.00 dollars |
TKO Group stocks details
TKO shares for her More than 15 % rose In the week since the announcement, although some of this gain was due to the $ 7.7 billion UFC agreement with Paramount. The company’s profit report in the second quarter, after the closure of August 6, has strengthened confidence with the growth of revenues by 53.7 % on an annual basis (YO) to $ 1.31 billion, above $ 1.23 billion expected.
This is partly due to these new licensing deals, the company has strengthened its revenue instructions for the entire year of 2025 to $ 4.63 billion to $ 4.69 billion, and the second quarter in a row. The shares are now trading over the averages for 50 days and 200 days, so the technical and basic factors began to compatible in TKO.
For the DIS shareholders, the latest invasion of the broadcast area is an expensive endeavor, and the company depends on the bases of fans fans that pay higher rates for their favorite living programming. The price point of $ 29.99 does not aim at collective adoption; It is for allocated sports lovers. While introducing the NFL Red Zone channel, NFL Network, and the largest WWE shows are a great assortment, exhaustion of fans about the high price may scatter possible revenue revenue.
In addition, Disney risks action for some of her growth if customers cancel Disney+ or Hulu to pay for the new application. To date, investors see more Suggest value in TKO shares; DIS has decreased more than 2 % during the past week, and you may need to show large subscriber numbers for the new DTC service to achieve TKO gains.
Before you think about Walt Disney, you will want to hear this.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has identified the five shares that senior analysts quietly whispered to their customers to buy now before wiping the broader market … Walt Disney was not included in the list.
While Walt Disney currently has a moderate purchase classification among analysts, higher -rated analysts believe that these five stocks buy better.
Show the five stocks here
Enter your e -mail address and we will send you a MARKETBEAT Manual for Investing in 5G, which shows the largest 5G shares.
