What's Going On With Walt Disney Stock Today?
Disney+ Paid Sharing Program: The Walt Disney Company has expanded its paid sharing program, allowing users to add family or friends to their Disney+ subscriptions for an additional fee, now available in multiple regions including the U.S. and Europe.
Leadership Changes at Disney Animation: Jared Bush has been appointed as Chief Creative Officer of Walt Disney Animation Studios, while Jennifer Lee will focus on filmmaking and overseeing the Frozen franchise.
Trade with 70% Backtested Accuracy
Analyst Views on RSPC
About the author


Leadership Change at Roblox: Naveen Chopra has been appointed as the new Chief Financial Officer of Roblox Corporation, effective June 30, 2025, succeeding Michael Guthrie, who will transition to an advisory role after seven years with the company.
Paramount Workforce Reduction: Paramount Global is reducing its U.S. workforce by 3.5% due to declining cable TV subscribers, while Andrew Warren will take on the additional role of Interim CFO amidst these changes.

AT&T Stock Performance: AT&T shares are currently the most overbought in the S&P 500 with an RSI of 83.25, indicating strong buying momentum and a potential price exhaustion as the stock reaches a five-year high of $27.27 following positive Q4 earnings results.
Investment Opportunities: Investors seeking exposure to AT&T can consider various exchange-traded funds (ETFs) that have significant allocations towards the stock, amidst its notable performance ranking within the S&P 500 for the year.
Earnings Report: Disney reported first-quarter fiscal 2025 adjusted earnings of $1.76 per share, exceeding estimates by 22.2%, with revenues rising 4.8% year over year to $24.69 billion. The company has a strong growth potential indicated by a Growth Score of A and a Zacks Rank #2 (Buy).
Subscriber Growth and Future Outlook: Disney+ gained subscribers, reaching 124.6 million, while the company anticipates high single-digit adjusted EPS growth for fiscal 2025 compared to fiscal 2024, despite a slight drop in shares following the earnings report.
Telecom Sector Performance: The telecom sector has shown strong growth, with the S&P Telecom Select Industry Index increasing by 31.98% over the past year, outperforming the S&P 500's 22.93% gain. Positive earnings reports from Verizon and AT&T further bolster an optimistic outlook for the sector, driven by AI forecasts and anticipated interest rate cuts.
Company Earnings Highlights: Verizon reported a net income of $5.11 billion in Q4 2024, while AT&T posted a net income of $4.03 billion, both exceeding expectations. Both companies are focusing on operational efficiencies and revenue growth, particularly in wireless services, with projections for continued improvements in 2025.

Impact of Trump's Victory on Communication Services: Stocks in the Communication Services sector rose following Donald Trump's election victory, with notable companies like Charter Communications and Disney experiencing gains. Analysts anticipate potential changes to legislation affecting social media platforms, particularly Section 230.
Future of Broadcast Sector under Republican Control: Analysts predict that a Republican-controlled FCC may lead to consolidation in the TV broadcast sector by easing restrictions, contrasting with the current anti-consolidation stance of the Democratic FCC.
Telecom Sector Performance: The telecom sector has shown strong performance, with the S&P Telecom Select Industry Index gaining 53.65% over the past year, outperforming the S&P 500's 36.78%. Optimistic forecasts for AI and potential interest rate cuts contribute to a positive outlook for the sector.
Company Earnings Reports: Verizon reported mixed third-quarter results with a net income of $3.41 billion but missed revenue expectations, while AT&T faced a loss due to a goodwill impairment charge despite solid subscriber growth. Both companies anticipate modest growth in wireless service revenues for 2024.




