에 대한 최신 뉴스 Comcast (NASDAQ:CMCSA) 주식

Comcast

Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 63 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. Sky, acquired in 2018, is a large television provider in the UK and has invested heavily in proprietary content to build this position. Sky is also a large pay-television provider in Italy and has a presence in Germany and Austria.

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CMCSA

PARA

PARAA

많은 기대를 모은 영화 &#34;위키드(Wicked)&#34;와 &#34;글래디에이터(Gladiator) II&#34;가 같은 날 개봉하고, &#34;모아나(Moana) 2&#34;가 바로 뒤를 이어 개봉함으로써 영화관 산업에 기록적인 추수감사절 주말이 될 수 있는 상황을 만들고 있다.

&#39;위키드,&#39; &#39;글래디에이터 II,&#39; &#39;모아나 2&#39;와 같이 추수감사절 주말 박스 오피스 주목: 관심 종목

Technicals

AMZN

워너 브라더스 디스커버리(NASDAQ:WBD)의 주가가 상승하고 있다. 이 회사는 NBA와의 미디어 파트너십을 11년 연장하는 계약을 체결했다고 발표했다. 워너 브라더스는 또한 NBA의 미디어 계약과 관련된 모든 최근 분쟁을 해결했다고 밝혔다.

오늘의 주식: NBA 합의가 확정되면서 워너 브라더스 주식이 주요 지지선에서 반등

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IBM, 디즈니 및 다른 대형 광고주들이 1년의 불매운동 후 일론 머스크의 X에 복귀

Comcast Corporation - Class A Common Stock

Comcast Corp

<a href="https://www.hollywoodreporter.com/movies/movie-features/wicked-box-office-gladiator-previews-1236069327/">https://www.hollywoodreporter.com/movies/movie-features/wicked-box-office-gladiator-previews-1236069327/</a>
Call it whatever you want &mdash; Glicked, Wikiator or Barbienheimer 2.0. The only thing that matters is that the domestic <a href="https://www.hollywoodreporter.com/t/box-office/">box office</a> is <a href="https://www.hollywoodreporter.com/movies/movie-news/moana-2-tracking-record-thanksgiving-opening-1236055787/">springing back to life in historic fashio</a>n thanks to the combo of Universal&#39;s musical <a href="https://www.hollywoodreporter.com/t/wicked/">Wicked</a> and Paramount&#39;s <a href="https://www.hollywoodreporter.com/t/gladiator-ii/">Gladiator II</a>.
Fueled largely by females, Wicked grossed a huge $11 million in Thursday previews from 3,3000 cinemas for a total preview tally of $19.2 million when factoring in special advance screenings held over the past week. On Monday, Amazon Prime screenings generated $2.5 million at 750 theaters, while advance screenings on Wednesday generated another $5.7 million from 2,000 theaters.
Filmmaker Jon M. Chu&#39;s adaptation of the popular Broadway musical boasts a high-profile cast led by <a href="https://www.hollywoodreporter.com/t/ariana-grande/">Ariana Grande</a> and Cynthia Erivo, and should score one of the top opening of all time for a musical, and particularly a live-action musical (think anywhere from $85 million to $150 million). That&#39;s good news for the genre, which has a decidedly mixed record. It&#39;s also good news for Universal, which took a major gamble in making two movies. Wicked II hits theaters a year from now.
The $150 film was originally set to open Nov. 27, the day before Thanksgiving, but moved up to build word of mouth heading into Thanksgiving week. The new date also allows gives it some breathing room from Disney&#39;s <a href="https://www.hollywoodreporter.com/t/moana-2/">Moana 2</a>, which sails into theaters on the 27th. Moana 2 is likewise looking like a monster and is expected to lead the biggest five-day holiday weekend of all time (Wednesday through Sunday).
Social media has been abuzz with speculation that Gladiator II and Wicked will replicate the Barbenheimer effect this weekend and be the perfect pairing in terms of attracting males and females to the multiplex. Wicked presently boasts an 89 percent fresh ratings critics score on Rotten Tomatoes and Gladiator, 72 percent.
Originally based on the best-selling novel by Gregory Maguire &mdash; Wicked tells the untold story of the witches of Oz, with Erivo as Elphaba and Grande as Glinda. Winnie Holzman, the stage production&#39;s book writer, wrote the screenplay for Chu&#39;s movie with Dana Fox. Academy Award-winning composer and lyricist Stephen Schwartz adapted the musical for the screen.
Directed by Ridley Scott, the $250 million Gladiator sequel opens 24 years after the first film and is looks to open to hearty $65 million or thereabouts. The follow-up stars Paul Mescal, <a href="https://www.hollywoodreporter.com/t/denzel-washington/">Denzel Washington</a>, Connie Nielsen and Fred Hechinger, among others.
&nbsp;
<a href="https://www.hollywoodreporter.com/movies/movie-news/gladiator-2-trailer-paul-mescal-1236009553/">The film </a>sees Mescal playing a grown-up Lucius Verus II, a nephew of Emperor Commodus from the original film, played by Joaquin Phoenix. Lucius returns to Rome after being forced into slavery to battle not as a ruler but as a gladiator out for revenge and power, seeking to return the glory of Rome to its people.

IMAX

"Box Office: 'Wicked' Earns Huge $19M From Week-Long Previews, 'Gladiator II' Soars to $6.5M on Thursday Alone" - Hollywood Reporter

Highly anticipated movies "Wicked" and "Gladiator II" are being released on the same day and come shortly ahead of "Moana 2," setting up what could be a record-breaking Thanksgiving weekend for the <a href="https://www.benzinga.com/news/earnings/24/11/41790068/amc-ceo-is-confident-and-optimistic-about-cinema-chains-future-as-q3-earnings-show-revenue-beat-rec">movie theater industry</a>.
What Happened: "Wicked" and "Gladiator II" open in domestic movie theaters on Nov. 22, in a move that some compared to the release of "Barbie" and "Oppenheimer" on the<a href="https://www.benzinga.com/general/entertainment/24/07/39621420/wicked-gladiator-2-same-day-release-has-industry-vying-for-another-box-office-power-duo-bar"> same day last year.</a>
While "Glicked" or whatever acronym you want to use for seeing both movies the same day didn't catch on as big as last year's "Barbenheimer" did previously, expectations remain high for both movies.
"Wicked," which comes from Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) unit Universal Pictures, is expected to post a domestic opening weekend total in the range of $125 million to $150 million, as <a href="https://deadline.com/2024/11/wicked-gladiator-box-office-preview-1236181463/">reported </a>by Deadline.
"Gladiator II," which comes from Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>), is expected to have a domestic opening weekend of more than $60 million.
Deadline reports strong initial audience scores for "Wicked" from those who saw early screenings of the film and pre-sales that are "through the roof."
As an R-rated movie, a total of $60 million or more could help "Gladiator II" become the highest-grossing R-rated film in November.
Read Also: <a href="https://www.benzinga.com/general/entertainment/24/11/41987956/airbnb-says-are-you-not-entertained-new-roman-colosseum-experience-coincides-with-gladiator-sequel">Airbnb Says &#8216;Are You Not Entertained?&#8217; New Roman Colosseum Experience Coincides With Gladiator Sequel</a>
Why It's Important: The strong expected opens for "Wicked" and "Gladiator II" could be good news for AMC Entertainment Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>) and Cinemark Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) and other movie theater operators in the U.S.
Along with those two movies, movie theaters could also benefit from the release of "Moana 2" from Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), which comes next Wednesday, ahead of the Thanksgiving holiday.
The three movies could help the domestic box office pass $300 million and hit all-time records for the holiday five-day weekend, <a href="https://www.hollywoodreporter.com/movies/movie-news/box-office-record-thanksgiving-feast-1236067367/">according </a>to The Hollywood Reporter.
With three strong movies all released shortly before Thanksgiving, estimates predict a strong domestic box office next week, which could be another bright spot in the post-COVID-19 recovery for movie theaters and movie companies.
A total of over $300 million, with most coming from the three films, could come close to the record. Here's a look at the current top-grossing five-day domestic Thanksgiving weekends and the highest-grossing film during the time period:
<ul>
<li>2018: $315.6 million, "Ralph Breaks the Internet" ($84.8 million)</li>
<li>2013: $294.2 million, "The Hunger Games: Catching Fire" ($109.9 million)</li>
<li>2017: $270.5 million, "Coco" ($72.9 million)</li>
<li>2019: $263.4 million, "Frozen II" ($125.0 million)</li>
<li>2016: $260.0 million, "Moana" ($125.0 million)</li>
</ul>
The report said current tracking predicts "Moana 2" will gross between $125 million and $150 million for the five-day holiday weekend domestically, which would break records for the time period.
The early Wednesday opening could contribute to the strong expectations for "Moana 2" as not all blockbusters haven't done this same holiday release window previously, the report added.
While the strong opening expectations for the three films could help the movie companies behind them, the big winners will likely be the movie theaters as they could see many customers coming in more than once during a period that might have only drawn one visit in past years due to this year's strong lineup.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/general/entertainment/24/07/39718738/elon-musk-predicts-gladiator-sequel-will-be-painfully-bad-embarrassingly-so-films-star-says">Elon Musk Predicts Gladiator Sequel Will Be &#8216;Painfully Bad. Embarrassingly So&#8217;: Film&#8217;s Star Says Movie Takes &#8216;New Direction&#8217;</a></li>
</ul>
Photo: Movie posters via IMDb

'Wicked,' 'Gladiator II,' 'Moana 2' Could Break Thanksgiving Weekend Box Office: Stocks To Watch

Goldman Sachs analyst Michael Ng maintained a Buy rating on Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a price target of $50.
On November 20, 2024, Comcast announced <a target="_blank" href="https://www.benzinga.com/news/global/24/11/42081224/comcast-plans-major-cable-networks-spinoff-msnbc-and-cnbc-to-form-new-public-company-report" rel="noreferrer noopener">plans to spin off</a> select cable networks and digital assets into a new publicly traded entity called SpinCo.
The proposed spin-off aims to streamline Comcast&#8217;s operations and enhance growth by separating its cable networks and complementary digital assets from its broader media and streaming divisions.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/11/42116366/taiwan-semiconductor-plans-new-factories-annually-boosting-domestic-chip-production" rel="noreferrer noopener">Taiwan Semiconductor Plans New Factories To Boost Domestic Chip Production</a>
SpinCo assets generated approximately $7 billion in trailing twelve-month (TTM) revenue ending September 30, 2024, with an estimated EBITDA between $2 billion and $3 billion, the analyst said.
About 75% of SpinCo&#8217;s portfolio will focus on news and sports, while the remaining 25% covers general entertainment.
Comcast expects SpinCo to maintain a traditional cable network EBITDA margin of around 30%, driven by reduced Peacock-related losses and sports licensing costs.
Post-spin, Comcast&#8217;s remaining media assets (RemainCo) will include NBC broadcast, Peacock, regional sports networks, and Sky, generating an estimated $40 billion in annual revenue.
Peacock will likely remain largely unaffected by the spin, as only 2% of its content originates from SpinCo, while 98% will continue to come from RemainCo.
The spin-off positions SpinCo to pursue growth through organic initiatives and mergers or acquisitions, with a dedicated management team and tailored operational focus.
Mark Lazarus, the current chairman of NBCUniversal Media Group, will serve as SpinCo&#8217;s CEO, and Anand Kini, NBCUniversal&#8217;s CFO, will become SpinCo&#8217;s CFO and COO. Comcast expects the transaction to close within a year, pending regulatory approvals.
Ng highlighted the spin-off as a strategic move to refine Comcast&#8217;s focus on core growth drivers, including residential broadband, wireless services, and streaming.
SpinCo&#8217;s creation will likely improve CNBC and MSNBC monetization through digital subscription models and potential affiliate fee adjustments.
Ng views the separation as accretive to revenue growth while maintaining Comcast&#8217;s leverage neutrality.
Risks to the strategy include intensified cord-cutting, rising programming costs, and competitive pressures from streaming platforms.
Despite these challenges, Ng expects the spin-off to unlock shareholder value and position both SpinCo and RemainCo for sustainable growth.
Ng projected fiscal 2024 revenue of $123.42 billion and EPS of $4.24. The analyst estimates fiscal 2025 revenue of $123.43 billion and EPS of $4.43.
Price Action: CMCSA stock is up 1.59% at $43.68 at the last check on Thursday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/24/11/42071334/apples-100-million-gamble-tech-giant-moves-to-lift-indonesias-iphone-ban" target="_blank" rel="noreferrer noopener">Apple&#8217;s $100 Million Gamble, Tech Giant Moves to Lift Indonesia&#8217;s iPhone Ban</a></li>
</ul>
Photo by rarrarorro on Shutterstock

Price Target

Reiteration

Analyst Ratings

Comcast's Spin-Off to Boost Broadband and Streaming Growth: Goldman Sachs

Analysts are seeing Comcast Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) plan to restructure its media empire as a positive for investors. Craig Moffett, the senior managing director at MoffettNathanson has said that &#8220;investors have yearned for this&#8221; and carving off the cable television business will be good for its growth prospects.
He also said how the decline in the cost of capital to set up the cable infrastructure, is the only revolutionary aspect of this sector because building fiber in lower-density areas was &#8220;enormously expensive.&#8221;
What Happened: <a href="https://www.benzinga.com/news/global/24/11/42081224/comcast-plans-major-cable-networks-spinoff-msnbc-and-cnbc-to-form-new-public-company-report">Comcast Corp will be spinning off </a>most of its cable television networks including MSNBC and CNBC into a separate publicly traded company.
The new company, to be led by current NBCUniversal Media Group chairman Mark Lazarus as CEO, will house popular channels including USA, Oxygen, E!, Syfy, and Golf Channel. NBCUniversal will retain control of Bravo, the NBC broadcast network, Peacock streaming service, NBC Sports, and Universal theme parks, reported CNN.
Also read: <a href="https://www.benzinga.com/news/global/24/11/42081224/comcast-plans-major-cable-networks-spinoff-msnbc-and-cnbc-to-form-new-public-company-report">Comcast Plans Major Cable Networks Spinoff, MSNBC And CNBC To Form New Public Company: Report</a>
The move comes as traditional cable networks face increasing pressure from streaming services. Travis Hoium, the founder at Asymmetric Investing, in an X post, highlighted how Comcast&#8217;s total domestic video customers have declined from 19.4 million in March 2021 to 12.8 million viewers in September 2024. This represents a total decline of 33.69% or 11.06% on an annualized basis, over these 14 months.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24CMCSA&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$CMCSA</a> It&#39;s hard to overstate how quickly cable is declining. I think fall 2025, when ESPN goes over the top, will be the end. <a href="https://t.co/K4GxKWFzvg">pic.twitter.com/K4GxKWFzvg</a>
&mdash; Travis Hoium (@TravisHoium) <a href="https://twitter.com/TravisHoium/status/1858849905483055141?ref_src=twsrc%5Etfw">November 19, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Despite industry headwinds, these channels remain profitable contributors to Comcast's bottom line. The spinoff is being positioned as a growth opportunity, with potential for future acquisitions in an industry primed for consolidation.
Why It Matters: "Cable is in secular decline, so it makes sense to try to carve off that piece of the business and highlight the remaining part of Comcast, which has a much better growth profile," said Moffett in an interview with <a href="https://www.barrons.com/articles/comcast-stock-cable-tv-spinoff-report-844f6a99?mod=barronsgooglenews">Barron</a>, who rates the stock as a Buy, with a price target of $57, indicating a 35% upside.
Moffett, a telecom, cable and satellite analyst in a LinkedIn <a href="https://www.linkedin.com/posts/national-cable-television-cooperative_how-many-of-the-changes-in-our-industry-are-activity-7265069169111425025-YJTw?utm_source=social_share_video_v2&amp;utm_medium=android_app&amp;utm_campaign=whatsapp">post</a> also said that the &#8220;cost of building wired infrastructure is still the dominant aspect of competition.&#8221;
&#8220;Building infrastructure in lower-density environments is enormously expensive. What is revolutionized is not the bendable fiber but the cost of capital which has fallen over the last decade. It has suddenly made it possible to imagine that you can build infrastructure in a lot of places that never would have made sense before,&#8221; he added.
Also read: <a href="https://www.benzinga.com/insights/analyst-ratings/24/11/42088847/the-analyst-verdict-comcast-in-the-eyes-of-15-experts">The Analyst Verdict: Comcast In The Eyes Of 15 Experts</a>
Price Action: Shares of Comcast Corp were up 0.98% to $43.41 in the pre-market hours on Thursday, whereas were up by 0.26%, according to data from <a href="http://pro.benzinga.com">Benzinga Pro.</a>
As per <a href="https://www.benzinga.com/insights/analyst-ratings/24/11/42088847/the-analyst-verdict-comcast-in-the-eyes-of-15-experts">Benzinga&#8217;s recent report</a>, fifteen analysts have shared their evaluations of Comcast during the recent three months, expressing a mix of bullish and bearish perspectives.
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $49.65, a high estimate of $60.00, and a low estimate of $40.00. Witnessing a positive shift, the current average has risen by 3.01% from the previous average price target of $48.20.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="844" height="547" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/21074023/Comcast-Analyst-views.png" alt="" class="wp-image-658722" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/21074023/Comcast-Analyst-views.png 844w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/21074023/Comcast-Analyst-views-300x194.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/21074023/Comcast-Analyst-views-768x498.png 768w" sizes="(max-width: 844px) 100vw, 844px" /></figure>
Read next: <a href="https://www.benzinga.com/24/11/42080933/openai-ceo-sam-altman-reportedly-leading-150m-funding-for-rain-ai-a-startup-top-analyst-calls-one-of-the-legitimate-players-at-the-table-to-challenge-nvidias-ai-chip-dominance" target="_blank" rel="noreferrer noopener">OpenAI CEO Sam Altman Reportedly Leading $150M Funding For Rain AI: Startup Called ‘One Of The Legitimate Players At The Table' To Challenge Nvidia</a>
Photo via Wikimedia Commons

Equities

Markets

General

Analyst Green-Lights Comcast Spinoff: How CMCSA's Restructure Plan Could Unlock Significant Shareholder Value

15 analysts have shared their evaluations of Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">7</td>
<td align="right">2</td>
<td align="right">6</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">6</td>
<td align="right">2</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $49.65, a high estimate of $60.00, and a low estimate of $40.00. Witnessing a positive shift, the current average has risen by 3.01% from the previous average price target of $48.20.
<img src="https://www.benzinga.com/files/images/story/2024/1732111270_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
The analysis of recent analyst actions sheds light on the perception of Comcast by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Matthew Harrigan</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$60.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Matthew Harrigan</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$60.00</td>
<td>$60.00</td>
</tr>
<tr>
<td>Tim Nollen</td>
<td>Macquarie</td>
<td>Raises</td>
<td>Neutral</td>
<td>$42.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>Barton Crockett</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$45.00</td>
<td>$45.00</td>
</tr>
<tr>
<td>Kannan Venkateshwar</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$42.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>Steven Cahall</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$46.00</td>
<td>$43.00</td>
</tr>
<tr>
<td>Brandon Nispel</td>
<td>Keybanc</td>
<td>Raises</td>
<td>Overweight</td>
<td>$47.00</td>
<td>$44.00</td>
</tr>
<tr>
<td>Jeffrey Wlodarczak</td>
<td>Pivotal Research</td>
<td>Raises</td>
<td>Buy</td>
<td>$54.00</td>
<td>$47.00</td>
</tr>
<tr>
<td>Gregory Williams</td>
<td>TD Cowen</td>
<td>Lowers</td>
<td>Buy</td>
<td>$48.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Bryan Kraft</td>
<td>Deutsche Bank</td>
<td>Raises</td>
<td>Buy</td>
<td>$50.00</td>
<td>$49.00</td>
</tr>
<tr>
<td>Tim Nollen</td>
<td>Macquarie</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$40.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>Matthew Harrigan</td>
<td>Benchmark</td>
<td>Raises</td>
<td>Buy</td>
<td>$60.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Maher Yaghi</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Outperform</td>
<td>$48.00</td>
<td>$47.75</td>
</tr>
<tr>
<td>Matthew Harrigan</td>
<td>Benchmark</td>
<td>Maintains</td>
<td>Buy</td>
<td>$55.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Maher Yaghi</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$47.75</td>
<td>$47.25</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Comcast. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts assign qualitative assessments to stocks, ranging from 'Outperform' to 'Underperform'. These ratings convey the analysts' expectations for the relative performance of Comcast compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Comcast's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
For valuable insights into Comcast's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/CMCSA/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Comcast analyst ratings.</a>
<h2>About Comcast</h2>
Comcast is made up of three parts. The core cable business owns networks capable of providing television, internet access, and phone services to 63 million US homes and businesses, or nearly half of the country. About 50% of the locations in this territory subscribe to at least one Comcast service. Comcast acquired NBCUniversal from General Electric in 2011. NBCU owns several cable networks, including CNBC, MSNBC, and USA, the NBC network, the Peacock streaming platform, several local NBC affiliates, Universal Studios, and several theme parks. Sky, acquired in 2018, is a large television provider in the UK and has invested heavily in proprietary content to build this position. Sky is also a large pay-television provider in Italy and has a presence in Germany and Austria.
<h3>Financial Milestones: Comcast's Journey</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: Over the 3 months period, Comcast showcased positive performance, achieving a revenue growth rate of 6.49% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Communication Services sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Comcast's net margin excels beyond industry benchmarks, reaching 11.32%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Comcast's ROE stands out, surpassing industry averages. With an impressive ROE of 4.29%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Comcast's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.36% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 1.18.
<h2>Analyst Ratings: Simplified</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;utm_source=benzinga-insights">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

The Analyst Verdict: Comcast In The Eyes Of 15 Experts

Benchmark analyst Matthew Harrigan reiterates Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Buy and maintains $60 price target.

Benchmark Reiterates Buy on Comcast, Maintains $60 Price Target

New company to provide world-class news, sports and entertainment with significant scale and resources
Media veterans Mark Lazarus and Anand Kini to lead the new company
Comcast will continue its strategic focus on driving its core growth businesses, including residential broadband, wireless, business services and NBCUniversal's streaming, studios and theme parks
Tax-free transaction expected to be completed in approximately one year
Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) today announced its intent to create a new publicly traded company comprised of a strong portfolio of NBCUniversal's cable television networks, including USA Network, CNBC, MSNBC, Oxygen, E!, SYFY and Golf Channel along with complementary digital assets including Fandango and Rotten Tomatoes, GolfNow and Sports Engine, through a tax-free spin-off. The well-capitalized independent company ("SpinCo") will have significant scale as a pure-play set of assets anchored by leading news, sports and entertainment content.
SpinCo will be an industry-leading news, sports and entertainment cable television business with a focused strategic direction. SpinCo's stable of marquee brands will provide a diverse and differentiated content offering that will reach approximately 70 million U.S. households.

Comcast Announces Intention To Create Leading Independent Media Business Through Spin-off Of Select Cable Television Networks; New Company To Provide World-Class News, Sports And Entertainment With Significant Scale And Resources

U.S. stocks could open on a tentative note on Wednesday amid <a href="https://www.benzinga.com/news/global/24/11/42064198/putin-revises-nuclear-doctrine-for-broader-strikes-after-us-backed-ukrainian-attack-markets-drop-bonds-gain">simmering geopolitical tensions</a>. Futures of all three major indices were marginally up as investors weighed escalating tensions between Russia and Ukraine, and earnings from AI bellwether Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
U.S. equity markets have had a mixed week so far, with the Dow Jones facing pressure even as the S&amp;P 500 and Nasdaq witnessed sideway movements.
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>0.11%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.12%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.19%</td>
</tr>
<tr>
<td>R2K</td>
<td>-0.09%</td>
</tr>
</tbody>
</table>
</figure>
In premarket trading on Wednesday,&nbsp;the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 0.13% to $591.05 and the&nbsp;Invesco QQQ ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) gained 0.10% to $503.96, according to&nbsp;<a href="https://benzinga.grsm.io/lxquj26b2sag" target="_blank" rel="noreferrer noopener">Benzinga Pro data</a>.
Cues From Last Session:
Markets had a second consecutive mixed session, with the Dow Jones closing lower by 0.3% while the S&amp;P 500 edged up. The Nasdaq gained over 1% in the run-up to Nvidia's earnings.
Crude oil prices continued to gain as Russia-Ukraine tensions escalated.
This geopolitical anxiety rubbed off on treasury yields as well, which edged up.
On the economic data front, housing starts in the U.S. declined by 3.1% to 1.311 million in October versus a revised 1.353 million in the previous month. U.S. building permits declined by 0.6% to an annual rate of 1.416 million in October.
Most sectors on the S&amp;P 500 closed on a positive note, with energy, communication services, and consumer discretionary stocks recording the biggest gains on Monday.
However, industrial stocks bucked the overall market trend, closing the session lower.
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>1.04%</td>
<td>18,987.47</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.40%</td>
<td>5,916.98</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.28%</td>
<td>43,268.94</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>0.80%</td>
<td>2,324.83</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
Wedbush's Dan Ives expressed upbeat sentiment about Nvidia's earnings, saying that the AI giant could deliver earnings beat and raise guidance as well.
"We expect a drop the mic performance from Nvidia tomorrow night as Godfather of AI Jensen &amp; Co. are the only game in town with $1 trillion of AI Cap-Ex on the way with Nvidia&#8217;s GPUs the new oil and gold in this world."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">We expect a drop the mic performance from Nvidia tomorrow night as Godfather of AI Jensen &amp; Co. are the only game in town with $1 trillion of AI Cap-Ex on the way with Nvidia&#39;s GPUs the new oil and gold in this world. We believe $2 billion beat/$2 billion guide higher&#x1f525;&#x1f3c6;&#x1f402;&#x1f37f;
&mdash; Dan Ives (@DivesTech) <a href="https://twitter.com/DivesTech/status/1858854901801009208?ref_src=twsrc%5Etfw">November 19, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
While there is optimism among analysts about Nvidia and other AI stocks, the European Central Bank expressed caution about the possibility of an "AI bubble."
&#8220;This concentration among a few large firms raises concerns over the possibility of an AI-related asset price bubble,&#8221; the ECB said in its latest Financial Stability Review, underscoring the increasing dependence of the equity markets on select companies.
This could also be a cause of concern for equity markets beyond the U.S., noted the ECB.
"Also, in a context of deeply integrated global equity markets, it points to the risk of adverse global spillovers, should earnings expectations for these firms be disappointed."
Ryan Detrick, chief market strategist at Carson Group, on the other hand, remained optimistic about equity markets.
"Stocks historically do better in years 1 and 2 of a President who was re-elected vs a new President in office."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Stocks historically do better in years 1 and 2 of a President who was re-elected vs a new President in office. <a href="https://t.co/ndj0ZbE4jp">pic.twitter.com/ndj0ZbE4jp</a>
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1858973644086772112?ref_src=twsrc%5Etfw">November 19, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
"We are in the third year of this bull market and it is worth noting these years can be on the weaker side of things. Good news is if the bull continues (as we expect) years 4-6 are all quite strong," he added.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">We are in the third year of this bull market and it is worth noting these years can be on the weaker side of things. Good news is if the bull continues (as we expect) years 4-6 are all quite strong. <a href="https://t.co/HW2PqVo9QU">pic.twitter.com/HW2PqVo9QU</a>
&mdash; Ryan Detrick, CMT (@RyanDetrick) <a href="https://twitter.com/RyanDetrick/status/1858966050886611130?ref_src=twsrc%5Etfw">November 19, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/money/how-to-trade-futures">How To Trade Futures</a>
Upcoming Economic Data
Wednesday's economic calendar is fairly light.
<ul>
<li>Fed Gov. Lisa Cooks will speak at 11 a.m. ET.</li>
<li>Fed Gov. Michelle Bowman will speak at 12:15 p.m. ET.</li>
</ul>
Stocks In Focus:
<ul>
<li>Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) stock edged up 0.3% in premarket trading on Monday after gaining 4.9% on Tuesday.</li>
<li>MicroStrategy Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>) stock surged nearly 12% on Tuesday and gained another 2.7% in premarket trading on Wednesday after Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) continued to chalk gains.</li>
<li>Comcast Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) is expected to spin off its TV cable channels into separate publicly traded companies. Its stock rose 2.4% in premarket trading.</li>
<li>Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock fell over 4% in premarket trading after surging more than 31% on Tuesday after appointing a new auditor and submitting a plan to comply with the Nasdaq's listing requirements.</li>
<li>Nio Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) was down by 1.5% in premarket trading after the Chinese EV player reported widening losses due to intense competition.</li>
<li>Target Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) fell over 18% in premarket trading after the company posted $1.85 earnings per share in the third quarter, well below Street expectations of $2.30.</li>
<li>Investors are awaiting earnings results from Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) today. Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), and The TJX Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TJX#NYSE">TJX</a>) today.</li>
</ul>
Commodities, Bonds And Global Equity Markets:
Crude oil futures surged in the early New York session, rising by 0.53% to hover around $69.61 per barrel.
The 10-year Treasury note yield increased to 4.426%.
Major Asian markets ended mixed on Wednesday, while European markets witnessed sideways movement in early trading.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42083607/as-spirit-airlines-files-for-bankruptcy-experts-weigh-potential-impact-on-flight-prices-this-is-not-a-black-and-white-situation">As Spirit Airlines Files For Bankruptcy Experts Weigh Potential Impact On Flight Prices</a></li>
</ul>
Photo courtesy: Wikimedia

Earnings

Futures

Economics

Federal Reserve

Pre-Market Outlook

Movers

$BTC

MSTR

NVDA

PANW

SMCI

SNOW

US Stocks Poised For Tentative Start As Geopolitical Tensions, Nvidia Earnings Keep Investors Cautious: Tech Bull Expects AI Bellwether To Deliver 'Drop The Mic Performance'

Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) is set to announce a significant restructuring of its media empire, spinning off most of its cable television networks including MSNBC and CNBC into a separate publicly traded company.
What Happened: The new company, to be led by current NBCUniversal Media Group chairman Mark Lazarus as CEO, will house popular channels including USA, Oxygen, E!, Syfy, and Golf Channel. NBCUniversal will retain control of Bravo, the NBC broadcast network, Peacock streaming service, NBC Sports, and Universal theme parks, <a href="https://edition.cnn.com/2024/11/19/media/comcast-nbcuniversal-cable-spinoff-msnbc/index.html">reported</a> CNN.
The move comes as traditional cable networks face increasing pressure from streaming services. Despite industry headwinds, these channels remain profitable contributors to Comcast&#8217;s bottom line. The spinoff is being positioned as a growth opportunity, with potential for future acquisitions in an industry primed for consolidation.
During a recent investor call, Comcast president Mike Cavanaugh had hinted at the possibility, mentioning plans to evaluate creating &#8220;a new well-capitalized company&#8221; for the cable portfolio networks.
See Also: <a href="https://www.benzinga.com/24/11/42079585/meta-google-and-microsoft-bet-big-on-ai-with-skyrocketing-capex-budgets-but-jensen-huangs-nvidia-poised-to-be-the-biggest-winner-says-analyst-only-game-in-town-with-1-trillion-of-ai-capex">Dan Ives Expects &#8216;Drop The Mic Performance&#8217; Tomorrow From Nvidia: Here&#8217;s Why</a>
Why It Matters: The restructuring notably separates MSNBC and CNBC from NBC News, potentially unwinding years of integration efforts within NBCUniversal&#8217;s news operations. The company is expected to detail its vision for the news division separation in Wednesday&#8217;s formal announcement.
The announcement comes as media companies navigate a rapidly evolving landscape. Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) CEO Bob Iger recently stated his <a href="https://www.benzinga.com/24/11/41999904/disney-ceo-bob-iger-slams-the-brakes-on-new-ma-amid-comcasts-cable-spinoff-we-dont-need-more-assets-to-compete-in-todays-disruptive-media-landscape">company doesn&#8217;t need additional assets</a> to compete effectively, having already consolidated through its 20th Century Fox acquisition.
Industry analysts have long anticipated such a move. &#8220;Investors have yearned for exactly this, or at least something close to it, for years,&#8221; <a href="https://variety.com/2024/tv/news/nbcuniversal-comcast-cable-spinoff-shut-down-warner-discovery-paramount-1236196378/">said</a> Craig Moffett of MoffettNathanson to Variety.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/24/11/42080933/openai-ceo-sam-altman-reportedly-leading-150m-funding-for-rain-ai-a-startup-top-analyst-calls-one-of-the-legitimate-players-at-the-table-to-challenge-nvidias-ai-chip-dominance">OpenAI CEO Sam Altman Reportedly Leading $150M Funding For Rain AI: Startup Called &#8216;One Of The Legitimate Players At The Table&#8217; To Challenge Nvidia</a></li>
</ul>
Photo via Wikimedia Commons
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Global

Media

Comcast Plans Major Cable Networks Spinoff, MSNBC And CNBC To Form New Public Company: Report

Analysts praised the agreement reached this week between Warner Bros. Discovery (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>) and the National Basketball Association (NBA) that will see an extension of the two companies&#8217; <a href="https://www.benzinga.com/24/11/42044510/warner-bros-stock-jumps-after-securing-11-year-nba-deal-extension">partnership for 11 years</a>.
As part of the deal, TNT Sports will be licensed to other companies and Warner Bros. will get exclusive rights to NBA games in some international markets. The deal will also see ESPN, a unit of The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), partner with Warner Bros. to license the popular basketball studio show "Inside the NBA."
The Analyst Takeaways: "This appears to be as positive of an outcome as investors could have hoped for, considering loss of domestic distribution," Bank of America&#8217;s Jessica Reif Ehrlich said in a Monday analyst note.
Read Also: <a href="https://www.benzinga.com/trading-ideas/technicals/24/11/42045237/stock-of-the-day-warner-bros-bounces-from-support-as-nba-agreement-finalized">Stock Of The Day: Warner Bros. Bounces From Support As NBA Agreement Finalized</a>
Ehrlich, calling the deal "a best case scenario," reiterated a Buy rating on Warner Bros. Discovery with a $12 price target.
Warner Bros. Discovery avoids having to pay expensive sports rights fees while still getting global rights to some hit shows, she explained.
The company will also receive licensing revenue from Disney for "Inside the NBA."
"In totality, we estimate today's announcements could yield a healthy annual profit for the company,&#8221; Ehrlich added.
Ehrlich said Warner Bros. Discovery will now televise exclusive Big 12 football and men's basketball games starting in the 2025 season.
"WBD continues to add sports rights to its portfolio which in the aggregate, should help partially offset the loss of the domestic NBA distribution."
Outside of the NBA deal, Ehrlich also sees Warner Bros. Discovery's upcoming renewal with Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) as a potential future catalyst.
A recent renewal with Charter saw Warner Bros. Discovery still net a strong rate for TNT carriage fees, despite losing future NBA rights, the analyst added.
"If these terms can be more broadly replicated in the upcoming CMCSA renewal, that would go a long way in assuaging any remaining concerns."
Price Action: Warner Bros. Discovery stock is up 0.32% to $9.50 at last check Tuesday versus a 52-week trading range of $6.64 to $12.68. 
The company&#8217;s stock is down 19% year-to-date in 2024, but shares have risen over 25% in the last month.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/11/41809105/warner-bros-discovery-q3-earnings-olympics-and-blockbusters-drive-gains-ceo-highlights-subscriber-s">Warner Bros. Discovery Q3 Earnings: Olympics and Blockbusters Drive Gains, CEO Highlights Subscriber Surge and New Partnerships &nbsp;</a></li>
</ul>
Image: Shutterstock

Analyst Color

Sports

Warner Bros. Discovery NBA Deal 'Best Case Scenario': Analyst Says Renewal Structure Could Boost Annual Profit

President-elect Donald Trump on Saturday picked Brendan Carr to become chairman of the <a href="https://www.benzinga.com/24/11/42029445/trump-names-pro-starlink-fcc-commissioner-brendan-carr-as-chairperson">Federal Communications Commission (FCC)</a>.
What To Know: Carr, the FCC's current top Republican commissioner, has worked at the organization since 2012 and is an outspoken supporter of free speech, deregulation and economic growth in the telecommunications sector. Carr wrote the FCC chapter of <a href="https://static.project2025.org/2025_MandateForLeadership_CHAPTER-28.pdf">Project 2025</a>, a conservative political initiative spearheaded by the Heritage Foundation.&nbsp;
Project 2025: In his chapter in Project 2025, Carr expressed his support for updating and eliminating obsolete regulations to empower the private sector in developing network infrastructure. He showed particular interest in promoting technologies like Elon Musk&#8217;s Starlink and Amazon.com, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Kuiper satellite internet services.&nbsp;
Read More: <a href="https://www.benzinga.com/etfs/24/11/42044642/trump-appears-frustrated-as-elon-musk-chimes-in-on-treasury-secretary-adds-more-names-to-a-list-of-potential-picks">Trump Appears &#8216;Frustrated&#8217; As Elon Musk Chimes In On Treasury Secretary, Adds More Names To Short List&nbsp;</a>
"This technology can beam a reliable, high-speed Internet signal to nearly any part of the globe at a fraction of the cost of other technologies. This has the potential to significantly accelerate efforts to end the digital divide and disrupt the federal regulatory and subsidy regime that applies to communications networks. The FCC should expedite its work to support this new technology by acting more quickly in its review and approval of applications to launch new satellites," Carr wrote in Project 2025.&nbsp;
Over the past year, Carr disagreed with Democratic FCC commissioners for <a href="https://www.benzinga.com/news/24/09/40672229/starlink-ineligible-for-nearly-900m-in-subsidies-says-fcc-spacex-ceo-elon-musk-says-it-is-flat-out-l">denying Starlink money</a> from a rural broadband subsidy program, including in this post on the social media platform, X:&nbsp;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://t.co/bYTx3nBpft">pic.twitter.com/bYTx3nBpft</a>
&mdash; Brendan Carr (@BrendanCarrFCC) <a href="https://twitter.com/BrendanCarrFCC/status/1851691626743370042?ref_src=twsrc%5Etfw">October 30, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Carr also called out Vice President Kamala Harris for little progress on a $42 billion program to expand broadband access, for which the U.S. Department of Commerce determined Starlink had only limited eligibility.&nbsp;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">In 2021, <a href="https://twitter.com/VP?ref_src=twsrc%5Etfw">@VP</a> Kamala Harris agreed to lead the Administration's $42 billion program to expand Internet service to millions of Americans. After 1&#xFE0F;&#x20E3;,0&#xFE0F;&#x20E3;7&#xFE0F;&#x20E3;9&#xFE0F;&#x20E3; days: 0&#xFE0F;&#x20E3; people have been connected 0&#xFE0F;&#x20E3; dollars have been spent building Internet infrastructure 0&#xFE0F;&#x20E3; projects are underway <a href="https://t.co/AdUaSOEodK">pic.twitter.com/AdUaSOEodK</a>
&mdash; Brendan Carr (@BrendanCarrFCC) <a href="https://twitter.com/BrendanCarrFCC/status/1851411463895986185?ref_src=twsrc%5Etfw">October 29, 2024</a></blockquote>
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Carr told POLITICO that <a href="https://www.politico.com/news/2024/10/18/elon-musk-brendan-carr-fcc-starlink-00184260">he believes</a> much of the broadband program's $42 billion should be used to develop land-based connections, but perhaps as much as one-third could be used for satellite internet.&nbsp;
DOGE: President-elect Trump created a new Department of Government Efficiency (DOGE) and tapped Musk and Vivek Ramaswamy to lead the department's efforts to reduce wasteful federal spending and streamline government operations. The DOGE may help to advance Carr's agenda of deregulation and empowerment of the private sector, including Musk's Starlink satellites.&nbsp;
In a recent interview on "The Joe Rogan Experience" podcast, Trump highlighted Starlink's potential to disrupt traditional land-based broadband technologies and the subsidies for providers like AT&amp;T Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>) and Comcast Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>).&nbsp;
"We're spending a trillion dollars to get cables all over the country, up to upstate areas where you have two farms, and they are spending millions of dollars to have a cable. Elon can do it for nothing," Trump said.&nbsp;
Read More:&nbsp;
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42046316/trump-set-to-hand-musk-golden-path-for-tesla-after-reversing-course-on-autonomous-vehicle-ban">Trump Set To Hand Musk &#8216;Golden Path For Tesla&#8217; After Reversing Course On Autonomous Vehicle Ban</a></li>
</ul>
Photo: Shutterstock&nbsp;

Government

Regulations

SPACE

Politics

Trump's FCC Pick Could Cut 'Wasteful Broadband Spending' With Elon Musk's Starlink

Shares of Warner Bros. Discovery, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>) are trading higher Monday. The company said it <a href="https://www.benzinga.com/24/11/42044510/warner-bros-stock-jumps-after-securing-11-year-nba-deal-extension">has reached a deal</a> with the National Basketball Association. The agreement will extend the media partnership for an additional 11 years. Warner Bros also said that it has resolved all recent disputes related to the NBA's media agreement.
This development has made Warner Bros. our Stock of the Day.
Warner Bros sued the NBA in July. This occurred after the league gave broadcast rights to Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>), ESPN, and Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>). This was to be an 11-year deal worth $77 billion.
Warner Bros said this was a violation of their agreement. A clause in the contract stated that the company had the right to match offers from a third party.
The chart of Warner Bros illustrates an important technical analysis dynamic that is common in the financial markets. Certain price levels can have more importance than others. As you can see on the chart, this has been the case with the $9.25 level for the stock.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="526" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd-1024x526.webp" alt="" class="wp-image-653534" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd-1024x526.webp 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd-300x154.webp 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd-768x394.webp 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd-1536x788.webp 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd.webp 1584w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read Also: <a href="https://www.benzinga.com/news/econ-s/24/11/42038707/gold-natural-gas-prices-rally-us-russia-tensions-escalate-over-ukraines-long-range-strikes">Gold, Natural Gas Prices Rally As US-Russia Tensions Escalate Over Ukraine&#8217;s Long-Range Strikes</a>
In November 2023, it was a support level. Then, in March, it turned into resistance.
This shift occurred because traders and investors who previously bought shares near the support level experienced losses when the stock price broke below that level. As the price attempted to recover, these investors sold their positions at the $9.25 level, creating resistance.
So, they placed sell orders at the same price that had been support. There were so many of these orders that it caused resistance to form and put a top on the price.
But when the stock broke through the resistance and moved higher, many of the traders and investors who sold at $9.25 decided to buy their shares back at the same price they were sold for.
When the stock dropped back to $9.25, they placed buy orders. There were so many of these orders that if reformed support at the same price that was resistance.
Successful traders know that it is important to understand a company's fundamentals. But they also understand that psychology can influence prices too. Remorseful buyers can turn what had been support into resistance. Regretful sellers can turn what had been resistance into support.
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Photo: Shutterstock

Stock Of The Day: Warner Bros. Bounces From Support As NBA Agreement Finalized

Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) made headlines over the weekend, both good and bad, thanks to its highly anticipated live boxing stream featuring Jake Paul and Mike Tyson. The younger Paul won <a href="https://www.benzinga.com/general/sports/24/11/42022601/mike-tyson-vs-jake-paul-netflixs-explosive-boxing-event-ends-with-pauls-victory">via unanimous decision.</a>
The event could be a huge win for Netflix as it ramps up live events, but Friday's fight night showed that sometimes demand is too high and can cause problems even for streamers.
What Happened: Friday&#8217;s fight card, postponed from an <a href="https://www.benzinga.com/general/sports/24/11/41985523/paul-vs-tyson-boxing-match-how-to-watch-betting-odds-what-the-stats-say-and-more" target="_blank" rel="noopener">earlier 2024 date,</a> featured the Paul vs. Tyson fight, which pitted one of the upcoming boxers and social media stars (Paul) against one of the most recognized and most awarded boxers in history (Tyson).
While Paul won the fight, many on social media Friday night labeled Netflix—or themselves as viewers—the real losers, as high traffic from the Katie Taylor vs. Amanda Serrano fight preceding the main event caused Netflix to crash.
The hashtag #NetflixCrash trended on social media platform X Friday and more than one million people around the world, from 50 countries, reported issues with their stream according to DownDetector. TechCrunch <a href="https://techcrunch.com/2024/11/16/jake-paul-vs-mike-tyson-fight-shows-netflix-still-struggles-with-live-events/">said </a>11 p.m. ET was the peak time for issues, and around 530,000 U.S. customers reported issues with their stream.
While the issues seemed to ease during the Paul vs. Tyson fight, some customers may have abandoned watching altogether due to repeated disruptions or reports of problems experienced by other subscribers.
"Over 120 million people on Netflix. We crashed the site," Paul boasted after the fight.
Netflix said over 60 million people tuned in for the Paul vs. Tyson fight, setting records along the way.
While Netflix has experimented with live comedy specials, live award shows and a live roast of Tom Brady, this was the company's biggest test to date and the stumbles could be bad news ahead of two highly anticipated National Football League games on Christmas Day.
Read Next: <a href="https://www.benzinga.com/general/entertainment/24/11/41821069/netflix-stock-hits-all-time-highs-company-confirms-stranger-things-season-5-for-2025">Netflix Stock Hits All-Time Highs, Company Confirms &#8216;Stranger Things&#8217; Season 5 For 2025</a>
What's Next: Netflix will air two games on Christmas Day, with the Kansas City Chiefs and Pittsburgh Steelers facing off at 1 p.m. ET and the Baltimore Ravens and Houston Texans facing off at 4:30 p.m. ET.
The games are <a href="https://www.netflix.com/tudum/articles/nfl-games-on-netflix">exclusive </a>on Netflix, outside of the local television markets for the teams playing in the two contests.
In case you were wondering if Friday's stumbles had Netflix or the NFL reconsidering the plans to stream games on Christmas Day, the streaming giant is already doubling down.
Netflix announced that Beyoncé will <a href="https://www.benzinga.com/24/11/42038673/netflix-scores-big-beyonce-set-to-headline-nfl-christmas-halftime-show" target="_blank" rel="noopener">perform at halftime </a>during the Ravens—Texans game in her hometown of Houston. Beyoncé will perform songs from her recent "Cowboy Carter" album and feature unnamed special guests, Netflix said.
Beyoncé previously performed during halftime of two Super Bowls, one as a headliner and one during a headline performance from Coldplay.
While Super Bowls regularly attract over 100 million viewers, which could be bad news for Netflix, it's important to remember that the average NFL game is watched by fewer people than those who tuned in for the Paul and Tyson fight.
Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), which is the exclusive home of "Thursday Night Football" games, <a href="https://www.benzinga.com/general/sports/24/11/41918005/super-bowl-lix-betting-odds-kansas-city-chiefs-favorite-to-three-peat-can-detroit-lions-spoil-the-party-make-team-history">is averaging 13 million </a>viewers per NFL game this season through Week 9, up 4% from last season. Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>), which airs games on Sunday, is averaging 18.65 million viewers per NFL game.
The most watched game of the current NFL season is the Week 1 matchup of the Chiefs and Ravens, which aired on Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) units NBC and Peacock. The game<a href="https://www.benzinga.com/general/entertainment/24/01/36647034/peacock-has-most-livestreamed-event-in-u-s-history-with-nfl-playoffs-exclusive-can-comcast-"> had an average</a> of 29.2 million viewers.
Last season, the NFL had a streaming exclusive NFL Playoffs game on Peacock. The matchup between the Miami Dolphins and Chiefs was watched by an average of 23 million people, up 6% to the prior year's playoff game and setting records along the way.
Netflix ended the third quarter with 282.72 million global paid subscribers. Now, if every single subscriber tunes into the NFL games on Christmas Day, Netflix could have serious problems, given the Paul and Tyson fight.
However, viewership for the Christmas Day games will probably be below 60 million, and given Netflix's more than one month to get things right, fewer problems will likely occur.
NFLX Price Action: Netflix stock is up 1% to $832.70 on Monday after starting the day down. Netflix stock has traded between $445.73 and $841.00 over the last 52 weeks. The stock is up 77.8% year-to-date in 2024.
Read Next: 
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</ul>
Photo: Shutterstock

FOXA

NFLX

Netflix Crash Hits Jake Paul-Mike Tyson Fight: Can Streaming Platform Handle Christmas Day NFL Action?

Macquarie analyst Tim Nollen maintains Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) with a Neutral and raises the price target from $40 to $42.

Macquarie Maintains Neutral on Comcast, Raises Price Target to $42

On Thursday, the Walt Disney Company (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/dis#NYSE">DIS</a>) reported its fiscal fourth quarter results that topped estimates as its entertainment segment shined in its full splendor, mirrored in box office success as well as streaming business&rsquo; growth and profitability.&nbsp;
Bob Iger is getting Disney back in shape.
For the September quarter, Disney reported revenue grew&nbsp;6% to $22.57 billion, topping LSEG&rsquo;s consensus estimate of $22.45 billion. &nbsp;Net income grew to $460 million, or 25 cents per share, from $264 million, with adjusted earnings per share amounting to $1.14, also surpassing LSEG&rsquo;s estimate of $1.10.&nbsp;&nbsp;Operating income grew 23% to $3.66 billion.
Fueled by box office success, the entertainment segment that is home to traditional TV networks, direct-to-consumer streaming and films grew 14% YoY to $10.83 billion. Inside Out 2 surpassed the success of Frozen II, becoming the highest-grossing animated movie of all time. Then, there was yet another success on the box office front with &ldquo;Deadpool &amp; Wolverine&rdquo; surpassing &ldquo;Joker&rdquo; from Warner Bros. Discovery (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/wbd#NASDAQ">WBD</a>) and taking the title of&nbsp;highest-grossing R-rated film of all time. Together, these two films added&nbsp;$316 million of profit during the quarter with the entertainment segment reporting and overall profit of $1.1 billion in profit. Executives also revealed that Disney became the first film studio to cross $4 billion globally this year.&nbsp;
Five years since Disney+ launched, it is now profitable. combined streaming business, which includes Disney+, Hulu and ESPN+, reported operating income of $321 million, which is an entirely different story compared to last year&rsquo;s comparable quarter when it reported a loss of $387 million. Like its streaming peers, Warner Bros. Discovery, as well as Netflix (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/nflx#NASDAQ">NFLX</a>), Comcast Corporation (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/cmcsa#NASDAQ">CMCSA</a>) and Paramount Global (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/para#NASDAQ">PARA</a>), Disney+ Core subscribers grew&nbsp;4%, to 122.7 million, with Hulu subscribers alone growing 2% to 52 million.&nbsp;However, average revenue per user for domestic Disney+ customers&nbsp;dropped as more than half of U.S. Disney+ subscribers are choosing the cheaper, ad-supported tier, which on the other hand, bodes well for Disney&rsquo;s advertising growth prospects. Overall, streaming entertainment ad revenue was up 14%/ while sports segment, made up primarily of ESPN, reported flat revenue.&nbsp;
Experiences segment that includes theme parks and consumer products, saw revenue grow 1% to $8.24 billion due to a slowdown, particularly in the U.S. following the post-pandemic surge in visitors and the lull is expected to continue throughout the following quarters. Comcast also reported lower attendance at its Universal theme parks. Due to fewer visitors, Comcast reported NBCUniversal&rsquo;s theme parks revenue dropped by 5.3% to about $2.3 billion. On the other hand, Comcast was fueled by the Summer Olympics that boosted its NBCUniversal revenue, as well as Peacock&rsquo;s subscriber count. Peacock that had the exclusive streaming rights gained 3 million subscribers, paid subscribers grew 29% YoY to 36 million and with revenue growing 82% to $1.5 billion, Comcast narrowed Peacock&rsquo;s losses.
Disney&rsquo;s fiscal 2025 guidance
Compared to the just finished fiscal year, Disney guided for high-single-digit adjusted earnings growth.However, due to higher pricing and the end of a promotional offer, Disney is expecting a &ldquo;modest decline&rdquo; in Disney+ Core subscribers during the fiscal first quarter. However, the bigger picture for the fiscal 2025 is bright with profit in the entertainment streaming business, which excludes ESPN+, is expected to see a YoY increase of roughly $875 million with fiscal 2026 being even brighter with a double-digit percentage rise. Despite the $130 million hit of hurricanes and Cruise Line prelaunch costs of $90 million&nbsp;that will weaken first fiscal quarter results, the experience segment is expected to see its profit grow 6% to 8% in the new fiscal year.&nbsp;
With the upcoming releases of &ldquo;Moana 2&rdquo; and &ldquo;Mufasa: The Lion King,&rdquo; Disney is kicking off the holiday season on a strong note. More importantly, with the streaming segment now being profitable, Disney reaffirmed an important pathway for long-term growth.
DISCLAIMER: This content is for informational purposes only. It is not intended as investing advice.
This article is from an unpaid external contributor. It does not represent Benzinga's reporting and has not been edited for content or accuracy.

Disney Shines In All Its Entertainment Glory

Charlie Giancarlo, CEO of Pure Storage, has raised concerns about U.S. tax laws pushing companies to relocate their operations abroad. This comes as businesses strive to maintain competitiveness in the global market.
What Happened: Giancarlo highlighted in an interview that current U.S. tax policies are forcing companies to consider moving their operations overseas. He pointed out that while tariffs have offered some relief, they are not the ultimate solution, Barron&#8217;s <a href="https://www.barrons.com/amp/articles/tech-pure-storage-ceo-interview-taxes-manufacturing-005625f7">reported</a> on Monday.
"It's a set of different tax laws and labor laws and so forth that make manufacturing in the U.S. economically a competitive disadvantage," he said.
Pure Storage has adopted a global manufacturing approach, with significant operations in Southeast Asia, Europe, and the U.S., collaborating with outsourcing partners like Foxconn (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HNHPF#OTC">HNHPF</a>). The company, which serves 60% of Fortune 500 firms, including Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Comcast Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>), and NASA, is closely monitoring potential tax reforms under President-elect Donald Trump. S&amp;P Global suggests that a reduced corporate tax rate could boost domestic production and reduce overseas business activities.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/42014985/matt-gaetz-to-be-confirmed-as-attorney-general-in-a-trump-administration-not-so-fast-polymarket-traders-say?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Matt Gaetz To Be Confirmed As Attorney General In A Trump Administration? Not So Fast, Polymarket Traders</a>
However, S&amp;P Global also notes the uncertainty surrounding the broader economic impact of such tax changes. Companies like Pure Storage are awaiting new tariffs and trade policies to assess the future U.S. tax landscape.
Why It Matters: The discussion around U.S. tax policies is gaining momentum as Donald Trump&#8217;s<a href="https://www.benzinga.com/government/regulations/24/11/41885777/how-trumps-tax-cuts-tariffs-animal-spirits-could-shape-sp-500-earnings"> return to the White House</a> brings potential pro-business policies into focus. Analysts are adjusting their forecasts for S&amp;P 500 earnings, considering Trump&#8217;s possible policy changes, which include tax cuts and deregulation. However, trade tariffs on Chinese imports remain a potential threat to corporate earnings.
Trump&#8217;s proposal to lower the federal corporate tax <a href="https://www.benzinga.com/startups/24/10/41291635/are-trumps-proposed-corporate-tax-cuts-the-key-to-unleashing-a-stock-market-boom-heres-what-history">rate from 21% to 15%</a> has sparked debate. Some view it as a catalyst for economic growth and a stock market boom, while others remain skeptical. Historical data suggests that such tax cuts could increase U.S. GDP by 0.4% and create approximately 93,000 full-time jobs, according to the Tax Foundation.
Read Next: 
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Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Image via Shutterstock

HNHPF

Meta, Comcast And NASA Supplier CEO Says US Tax Laws Are Driving Business Exodus, All Eyes On Trump For Policy Change

Elon Musk has expressed gratitude as major brands, including IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), Comcast (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>), and Warner Bros.&nbsp;Discovery (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>), resumed advertising on X, formerly Twitter.
What Happened: On Friday, Musk took to X and expressed his appreciation to companies for recommencing advertising on X following a <a href="https://www.benzinga.com/news/23/12/36056462/elon-musks-standoff-with-apple-disney-and-other-big-advertisers-forces-x-to-turn-to-smaller-ones">year-long boycott due to brand safety concerns</a>.
This information was shared by social media personality Mario Nawfal on X.
Musk responded to Nawfal's post,&nbsp;saying,&nbsp;&#8220;Just want to say that&nbsp;we super appreciate&nbsp;major brands resuming advertising on&nbsp;our platform!&#8221;
See Also:&nbsp;<a href="https://www.benzinga.com/24/11/41872302/taylor-swift-fans-abandon-elon-musks-x-for-bluesky-how-trumps-election-victory-triggered-swifties-uprising?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Taylor Swift Fans Abandon Elon Musk&#8217;s X For Bluesky, Says Report: How Trump&#8217;s Election Victory Triggered Swifties Uprising</a>
He also expressed&nbsp;his gratitude to&nbsp;X CEO Linda Yaccarino and&nbsp;the entire X team&nbsp;for restoring&nbsp;advertisers&#8217; confidence.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Just want to say that we super appreciate major brands resuming advertising on our platform! Thanks <a href="https://twitter.com/lindayaX?ref_src=twsrc%5Etfw">@lindayaX</a> and the whole &#120143; team for your hard work in restoring confidence in our platform and ensuring that advertising content only appears where advertisers want it shown. <a href="https://t.co/e508KrMo9g">https://t.co/e508KrMo9g</a>
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1857471850676367646?ref_src=twsrc%5Etfw">November 15, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: In September, it was reported that more companies were <a href="https://www.benzinga.com/news/24/09/40762349/x-faces-major-advertiser-exodus-amid-string-of-elon-musk-controversies">considering pulling ads from X</a> next year due to concerns that their <a href="https://www.benzinga.com/news/23/11/35842015/ibm-pulls-adverts-from-elon-musks-x-following-antisemitic-content-allegations">brands could be harmed by the platform&#8217;s content</a>.
A Kantar survey also&nbsp;revealed that 26% more marketers&nbsp;plan to decrease their spending&nbsp;on X ads in 2025,&nbsp;marking the largest recorded decline&nbsp;in ad spending for any major global platform.
However, following the U.S. 2024 Presidential election, it was reported that some advertisers are contemplating a return to X to gain favor with Musk and President-Elect Donald Trump.
This development also comes as&nbsp;Meta Platforms Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) <a href="https://www.benzinga.com/general/social-media/24/11/41963996/mark-zuckerbergs-meta-eyes-2025-to-introduce-ads-on-threads-as-elon-musks-x-loses-favor-with-major-brands-report">plans to introduce ads</a> on its Threads early next year, potentially capitalizing on X&#8217;s loss of favor with major brands.
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
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</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

IBM, Disney And Other Large Advertisers Return To Elon Musk's X After A Year-Long Boycott: 'We Super Appreciate'

Amid Comcast Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) <a href="https://www.benzinga.com/news/earnings/24/10/41653550/comcast-q3-earnings-olympics-power-nbcuniversal-gains-peacock-hits-36m-subscribers-explores-forming">impending cable networks</a> spinoff,&nbsp;Walt Disney Co.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) CEO Robert A. Iger has ruled out the need for further mergers and acquisitions.
What Happened: On Thursday, during <a href="https://www.benzinga.com/24/11/41971559/disneys-q4-boosted-by-streaming-gains-strong-box-office-and-solid-parks-performance">Disney&#8217;s fourth-quarter earnings</a> call, UBS analyst John Hodulik asked Iger about the potential for Disney to make similar moves.
In response, Iger pointed to Disney&#8217;s successful acquisition of assets from 20th Century Fox in 2017, driven by the rise of streaming. This strategic move has led to&nbsp;approximately 174 million global subscribers&nbsp;for Disney.
See Also:&nbsp;<a href="https://www.benzinga.com/tech/24/11/41868328/amazons-ai-investment-palantirs-winning-strategy-metas-bee-problem-and-palantirs-eye-popping-results-this-week-in-ai?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Amazon&#8217;s AI Investment, Palantir&#8217;s Winning Strategy, Meta&#8217;s Bee Problem, And Palantir&#8217;s &#8216;Eye-Popping&#8217; Results: This Week In AI</a>
&#8220;We, in many respects, have&nbsp;already consolidated. We don&#8217;t really&nbsp;need more assets right now,&nbsp;either from a distribution or&nbsp;from a content perspective to&nbsp;thrive in basically a disruptive&nbsp;media world,&#8221; Iger said.
Disney&#8217;s senior executive vice president&nbsp;and CFO, Hugh Johnston, also rejected the idea of divestitures, stating that he did not see a value-creating opportunity for Disney in this regard.
Subscribe to the&nbsp;<a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends newsletter</a>&nbsp;to get all the latest tech developments delivered to your inbox.
Why It Matters: Disney&#8217;s fourth-quarter earnings were boosted by streaming gains, strong box office performance, and solid park performance. The company reported a 6% YoY revenue growth to $22.57 billion, marginally beating the analyst consensus of $22.35 billion.
Comcast is exploring a spinoff of its NBCU Cable Networks into a new company. This move was announced by Comcast president Mike Cavanagh at the company&#8217;s third-quarter earnings.
Comcast reported a revenue decline of 6.5% YoY to $32.07 billion at the time, beating the&nbsp;<a href="https://www.benzinga.com/pressreleases/24/10/b41648656/comcast-reports-3rd-quarter-2024-results" target="_blank" rel="noreferrer noopener">analyst consensus estimate of $31.64 billion</a>.
Price Action: Disney shares closed Thursday's session with a 6.23% gain, finishing at $109.12. However, in after-hours trading, the stock saw a slight dip, settling at $108.50 as of the latest update.
In contrast, Comcast shares declined by 0.98% in Thursday&#8217;s session, closing at $43.48, according to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
Image via Shutterstock
Check out more of Benzinga's Consumer Tech coverage by&nbsp;<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">following this link</a>.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/24/11/41894509/apples-next-big-bet-think-smaller-says-analyst-there-will-never-be-another-iphone?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Apple&#8217;s Next Big Bet? Think Smaller, Says Analyst: &#8216;There Will Never Be Another… iPhone&#8217;</a></li>
</ul>
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.

Bob Iger Slams The Brakes On New M&A Amid Comcast's Cable Spinoff: Disney Doesn't 'Really Need More Assets' To Compete

Comcast's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NYSE">CMCSA</a>) short percent of float has risen 7.28% since its last report. The company recently reported that it has 61.28 million shares sold short, which is 1.62% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.2 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Comcast Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1731616217_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Comcast has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Comcast's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Comcast's peer group average for short interest as a percentage of float is 9.85%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

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많은 기대를 모은 영화 &#8220;위키드(Wicked)&#8221;와 &#8220;글래디에이터(Gladiator) II&#8221;가 같은 날 개봉하고, &#8220;모아나(Moana) 2&#8243;가 바로 뒤를 이어 개봉함으로써 <a href="https://www.benzinga.com/news/earnings/24/11/41790068/amc-ceo-is-confident-and-optimistic-about-cinema-chains-future-as-q3-earnings-show-revenue-beat-rec" target="_blank" rel="noopener" data-google-interstitial="false">영화관 산업</a>에 기록적인 추수감사절 주말이 될 수 있는 상황을 만들고 있다.
무슨 일이 있었나: &#8220;위키드&#8221;와 &#8220;글래디에이터 II&#8221;는 11월 22일에 미국 극장에 개봉하며, 이는 작년에 &#8220;바비(Barbie)&#8221;와 &#8220;오펜하이머(Oppenheimer)&#8221;가 <a href="https://www.benzinga.com/general/entertainment/24/07/39621420/wicked-gladiator-2-same-day-release-has-industry-vying-for-another-box-office-power-duo-bar" target="_blank" rel="noopener" data-google-interstitial="false">같은 날</a> 개봉한 것과 비교되는 움직임이다.
&#8220;글리키드(Glicked)&#8221; 또는 두 영화를 같은 날에 보자는 어떤 약칭이든 작년의 &#8220;바벤하이머(Barbenheimer)&#8221;만큼 큰 인기를 끌지는 못했지만, 이 두 영화 모두에 대한 기대는 여전히 높다.
&#8220;위키드&#8221;는 컴캐스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)의 유니버설 픽쳐스(Universal Pictures)에서 제작한 것으로, 미국 국내 개봉 주말 수익이 1억 2,500만 달러에서 1억 5,000만 달러 사이로 예상된다고 데드라인(Deadline)이 <a href="https://deadline.com/2024/11/wicked-gladiator-box-office-preview-1236181463/" target="_blank" rel="noopener">보도</a>했다.
&#8220;글래디에이터 II&#8221;는 파라마운트 글로벌(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>)에서 제작한 것으로, 국내 개봉 주말 수익이 6,000만 달러 이상으로 예상된다.
데드라인에 따르면, &#8220;위키드&#8221;는 초기 관객 평가에서 긍정적인 반응을 얻었고, 예매율이 &#8220;천정부지&#8221;로 상승했다.
R등급 영화인 &#8220;글래디에이터 II&#8221;는 6,000만 달러 이상의 수익을 올리면 11월에 개봉한 R등급 영화 중 최고 흥행작이 될 수 있다.
왜 중요한가: &#8220;위키드&#8221;와 &#8220;글래디에이터 II&#8221;의 강력한 개봉 예측은 AMC 엔터테인먼트 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMC#NYSE">AMC</a>)와 시네마크 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNK#NYSE">CNK</a>) 및 기타 미국 영화관 운영업체들에게 좋은 소식이 될 수 있다.
이 두 영화와 함께, 월트 디즈니 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)의 &#8220;모아나 2&#8221; 개봉도 영화관에 긍정적인 영향을 미칠 수 있으며, 이는 다음 수요일 추수감사절 연휴를 앞두고 개봉된다.
더 할리우드 리포터에 <a href="https://www.hollywoodreporter.com/movies/movie-news/box-office-record-thanksgiving-feast-1236067367/" target="_blank" rel="noopener">의하면</a>, 이 세 영화는 국내 박스오피스 수익이 3억 달러를 넘고, 추수감사절 5일 연휴 동안 역대 기록을 세울 수 있도록 도울 수 있다.
세 개의 강력한 영화가 모두 추수감사절 직전에 개봉함에 따라, 다음 주에는 강력한 국내 박스오피스 수익이 예상되며, 이는 COVID-19 이후 영화관들과 영화 회사들의 회복을 위한 또 다른 밝은 자리가 될 수 있다.
세 편의 영화에서 대부분의 수익이 발생한다고 가정할 때, 3억 달러 이상의 수익이 기록에 근접할 수 있다. 다음은 현재까지의 추수감사절 5일 연휴 동안 박스오피스 수익 순위와 가장 높은 영화이다:
<ul>
<li>2018년: 3억 1,560만 달러, &#8220;주먹왕 랄프 2: 인터넷 속으로(Ralph Breaks the Internet)&#8221; ($8,480만 달러)</li>
<li>2013년: 2억 9,420만 달러, &#8220;헝거 게임: 캣칭 파이어(The Hunger Games: Catching Fire)&#8221; ($1억 9,900만 달러)</li>
<li>2017년: 2억 7,050만 달러, &#8220;코코(Coco)&#8221; ($7,290만 달러)</li>
<li>2019년: 2억 6,340만 달러, &#8220;겨울왕국 II(Frozen II)&#8221; ($1억 2,500만 달러)</li>
<li>2016년: 2억 6,000만 달러, &#8220;모아나&#8221; ($1억 2,500만 달러)</li>
</ul>
이 보도에 따르면 현재 예측은 &#8220;모아나 2&#8243;가 추수감사절 5일 연휴 동안 1억 2,500만 달러에서 1억 5,000만 달러 사이의 수익을 올릴 것으로 예측하고 있으며, 이는 해당 기간의 기록을 깨는 것이다.
수요일 조기 개봉은 &#8220;모아나 2&#8243;에 대한 강력한 기대에 기여할 수 있으며, 모든 블록버스터가 이전에 같은 추수감사절 개봉 시기를 선택하지는 않았다고 이 보도가 덧붙였다.
세 영화의 강력한 개봉 예측이 이들 영화를 제작한 영화 회사들에 도움이 될 수 있지만, 가장 큰 수혜자는 영화관들이 될 것이며, 올해는 강력한 라인업으로 인해 지난 몇 년 동안 한 번만 방문했을 수있는 기간 동안 많은 고객이 두 번 이상 들어오는 것을 볼 수 있었기 때문이다.

다음 읽어보기: 
<ul>
<li><a href="https://www.benzinga.com/general/entertainment/24/07/39718738/elon-musk-predicts-gladiator-sequel-will-be-painfully-bad-embarrassingly-so-films-star-says">일론 머스크는 &#8220;글래디에이터&#8221; 속편이 &#8216;고통스러운 수준으로 형편없을 것&#8217;이라고 예측: 영화의 주연이 &#8216;새로운 방향&#8217;으로 나아간다고 언급</a></li>
</ul>
출처: 영화 포스터 via IMDb
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'위키드,' '글래디에이터 II,' '모아나 2'와 같이 추수감사절 주말 박스 오피스 주목: 관심 종목

워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)의 주가가 상승하고 있다. 이 회사는 NBA와의 미디어 파트너십을 11년 연장하는 <a href="https://www.benzinga.com/24/11/42044510/warner-bros-stock-jumps-after-securing-11-year-nba-deal-extension">계약을 체결했다</a>고 발표했다. 워너 브라더스는 또한 NBA의 미디어 계약과 관련된 모든 최근 분쟁을 해결했다고 밝혔다.
이러한 전개로 인해 워너 브라더스가 <a href="https://kr.benzinga.com/?s=%EC%98%A4%EB%8A%98%EC%9D%98+%EC%A3%BC%EC%8B%9D+" target="_blank" rel="noopener">오늘의 주식</a>으로 선정되었다.
워너 브라더스는 7월에 NBA를 상대로 소송을 제기했다. 이는 리그가 컴캐스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>), ESPN, 그리고 아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)에 방송 권리를 부여한 후 발생한 일이다. 이는 770억 달러 규모의 11년 계약이었다.
워너 브라더스는 이것이 그들의 계약 위반이라고 주장했다. 이 계약의 조항 중 하나는 회사가 제3자의 제안을 맞출 권리가 있음을 명시하고 있었다.
워너 브라더스의 주가 차트는 금융 시장에서 일반적으로 나타나는 중요한 기술적 분석 동태를 보여준다. 특정 가격 수준은 다른 수준보다 더 중요할 수 있다. 이 차트를 보면 주가가 $9.25 수준에서 이러한 경우가 발생했다는 것을 알 수 있다.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" class="wp-image-653534" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd-1024x526.webp" sizes="(max-width: 1024px) 100vw, 1024px" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd-1024x526.webp 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd-300x154.webp 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd-768x394.webp 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd-1536x788.webp 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/18125142/wbd.webp 1584w" alt="" width="1024" height="526" /></figure>
추가 읽기: <a href="https://www.benzinga.com/news/econ-s/24/11/42038707/gold-natural-gas-prices-rally-us-russia-tensions-escalate-over-ukraines-long-range-strikes">우크라이나의 장거리 공격에 대한 미-러 긴장이 격화되면서 금과 천연가스 가격이 상승하고 있다.</a>
2023년 11월에는 지지선 역할을 했고, 3월에는 저항선으로 바뀌었다.
이 변화는 이전에 지지선 근처에서 주식을 구매한 트레이더들과 투자자들이 주가가 그 수준을 하회할 때 손실을 보았기 때문에 발생했다. 주가가 회복을 시도할 때, 이 투자자들은 $9.25 수준에서 자신의 포지션을 매도하여 저항선을 형성했다.
따라서 그들은 이전에 지지선이었던 같은 가격에 매도 주문을 넣었다. 이러한 주문이 너무 많아 저항선이 형성되어 주가에 상한선을 만들었다.
하지만 주가가 저항선을 뚫고 상승했을 때, $9.25에서 매도했던 많은 트레이더들과 투자자들은 다시 주식을 사기 위해 그 가격에서 매수하기로 결정했다.
주가가 $9.25로 다시 하락했을 때, 그들은 매수 주문을 넣었다. 이러한 매수 주문이 너무 많아서 저항선이 다시 지지선으로 바뀌었다.
성공적인 트레이더들은 회사의 펀더멘털을 이해하는 것이 중요하다는 것을 알고 있다. 하지만 심리가 가격에 영향을 미칠 수 있다는 것도 이해하고 있다. 후회하는 매수자들은 지지선을 저항선으로 바꿀 수 있고, 후회하는 매도자들은 저항선을 지지선으로 바꿀 수 있다.
주가 움직임: 워너 브라더스의 주식은 월요일 2.71% 상승한 $9.47에 마감 되었다.
다음 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EB%8A%94-%EB%B8%94%EB%9E%99%EC%9B%B0-%EC%B9%A9-%EA%B3%BC%EC%97%B4-%EB%AC%B8%EC%A0%9C-%EC%88%98%EC%A0%95-%EC%A4%91-%EB%A9%94%ED%83%80ms-%EB%B0%8F-%EC%9D%BC/" target="_blank" rel="noopener">엔비디아의 블랙웰 칩이 과열, 서버 과열 문제로 메타, 마이크로소프트 및 일론 머스크의 xAI에 영향</a></li>
</ul>
사진: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

일론 머스크는 IBM(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>), 월트 디즈니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>), 컴캐스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) 및 워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>) 등 주요 브랜드들이 X(구 트위터)에서 광고를 재개한 것에 대해 감사의 뜻을 표명했다.
무슨 일이 있었나: 금요일, 머스크는 X에 광고를 재개해 준 회사들에 대한 감사의 뜻을 전했다. 이는 <a href="https://www.benzinga.com/news/23/12/36056462/elon-musks-standoff-with-apple-disney-and-other-big-advertisers-forces-x-to-turn-to-smaller-ones">브랜드 안전 문제로 인한 1년 간의 보이콧</a> 이후의 일이다.
이 정보는 소셜 미디어 인플루언서인 마리오 나팔(Mario Nawfal)이 X에 공유했다.
머스크는 나팔의 게시물에 &#8220;주요 브랜드들이 우리 플랫폼에서 광고를 재개해 주셔서 진심으로 감사드린다!&#8221;고 답했다.
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관련 기사: <a href="https://www.benzinga.com/24/11/41872302/taylor-swift-fans-abandon-elon-musks-x-for-bluesky-how-trumps-election-victory-triggered-swifties-uprising?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">테일러 스위프트 팬들이 일론 머스크의 X를 버리고 블루스카이로: 트럼프의 선거 승리가 스위프티들의 반란을 촉발한 방법</a>
그는 또한 린다 야카리노(Linda Yaccarino) X CEO와 전체 X 팀에게 광고주들의 신뢰를 회복해 준 것에 대해 감사의 뜻을 전했다.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
Just want to say that we super appreciate major brands resuming advertising on our platform!
Thanks <a href="https://twitter.com/lindayaX?ref_src=twsrc%5Etfw">@lindayaX</a> and the whole &#120143; team for your hard work in restoring confidence in our platform and ensuring that advertising content only appears where advertisers want it shown. <a href="https://t.co/e508KrMo9g">https://t.co/e508KrMo9g</a>
&mdash; Elon Musk (@elonmusk) <a href="https://twitter.com/elonmusk/status/1857471850676367646?ref_src=twsrc%5Etfw">November 15, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
최신 기술 개발 소식을 이메일로 받아보려면 <a href="https://bztechtrends.beehiiv.com/subscribe" target="_blank" rel="noreferrer noopener">Benzinga Tech Trends 뉴스레터</a> 를 구독하세요.
왜 중요한가: 9월에 더 많은 회사들이 <a href="https://www.benzinga.com/news/24/09/40762349/x-faces-major-advertiser-exodus-amid-string-of-elon-musk-controversies">내년 X에서 광고를 철회할 것을 고려하고 있다</a>는 보도가 있었다. 이는 플랫폼의 콘텐츠로 인해 <a href="https://www.benzinga.com/news/23/11/35842015/ibm-pulls-adverts-from-elon-musks-x-following-antisemitic-content-allegations">자신들의 브랜드가 해를 입을 수 있다는 우려</a> 때문이었다.
칸타(Kantar)의 설문조사에 따르면, 2025년 X 광고 지출을 줄일 계획인 마케터가 26% 증가하여, 주요 글로벌 플랫폼 중 광고 지출 감소폭이 가장 큰 수치로 기록되었다.
하지만, 미국 2024년 대통령 선거 이후 일부 광고주들이 머스크와 대통령 선출자 도널드 트럼프와의 관계를 고려하여 X로 돌아오는 것을 검토하고 있다는 보도가 있었다.
이러한 전개는 또한 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>)가 스레드(Threads)에 <a href="https://www.benzinga.com/general/social-media/24/11/41963996/mark-zuckerbergs-meta-eyes-2025-to-introduce-ads-on-threads-as-elon-musks-x-loses-favor-with-major-brands-report" target="_blank" rel="noopener" data-google-interstitial="false">광고를 내년 초에 도입할 계획</a>을 세우고 있는 가운데 발생했다. 이는 X가 주요 브랜드들 사이에서 인기를 잃고 있는 상황을 활용할 수 있다.

벤징가의 소비자 기술 관련 보도를 더 보려면 <a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">여기를 클릭하세요</a>.
다음 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/othermarkets/%EC%98%A4%ED%94%88ai-%EA%B3%B5%EB%8F%99-%EC%B0%BD%EC%97%85%EC%9E%90-%EA%B7%B8%EB%A0%89-%EB%B8%8C%EB%A1%9D%EB%A8%BC-%ED%95%B5%EC%8B%AC-%EA%B2%BD%EC%98%81%EC%A7%84-%EC%A4%84%ED%87%B4%EC%82%AC-%EC%86%8D/" target="_blank" rel="noopener">그렉 브록먼이 챗GPT의 모회사로 복귀: &#8216;오픈AI 구축으로 돌아감&#8217;</a></li>
</ul>
면책 조항: 이 콘텐츠는 부분적으로 AI 도구의 도움을 받아 생성되었으며, Benzinga 편집자에 의해 검토 및 게시되었습니다.
사진 출처: Shutterstock
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

허리케인 밀턴이 플로리다 서부 해안에 접근하고 있으며, <a href="https://www.benzinga.com/news/24/09/41073069/hurricane-helene-update-28-dead-power-outages-insurance-damages-and-more" target="_blank" rel="noopener" data-google-interstitial="false">2주 만에</a> 두 번째 강력한 폭풍이 이 주를 덮치고 있다. 최신 소식에 따르면, 밀턴은 수요일 밤 미국에 상륙할 것으로 예상된다.
무슨 일이 (What Happened): <a href="https://www.benzinga.com/markets/equities/24/10/41209505/hurricane-milton-is-floridas-second-storm-in-two-weeks-how-disney-theme-parks-insurance-companie" target="_blank" rel="noopener" data-google-interstitial="false">허리케인 밀턴</a>은 월요일에 시속 180마일의 바람으로 5등급 카테고리에 도달하며, 2024년 세계에서 가장 강력한 폭풍 중 하나가 되었다.
화요일에는 카테고리 4로 하향 조정되었지만, 화요일 늦게나 수요일에 다시 카테고리 5로 격상될 수 있다.
&#8220;제 팀의 멤버들이 허리케인 밀턴에 대한 준비 작업과 허리케인 헬렌(Helene)에 대한 복구 작업을 진행 중이라고 보고했다,&#8221; 조 바이든 대통령이 <a href="https://x.com/POTUS/status/1843709155141452221" target="_blank" rel="noopener">X</a>에 올렸다. &#8220;저는 이 그룹에게 생명을 구하고 극한의 기상 현상 발생 전후에 커뮤니티를 도울 수 있는 모든 것을 하도록 지시했다.&#8221;
바이든은 동남부에 수천 명의 연방 인력이 현장에 있어 자원을 최대한 신속하게 제공하고 있다고 말했다.
&#8220;제 우선순위는 플로리다에 또 다른 잠재적으로 치명적인 폭풍이 상륙할 준비를 하면서 우리의 노력의 규모와 존재감을 늘리는 것이다.&#8221;
탬파 시장 제인 캐스터(Jane Castor)는 정부와 플로리다 주가 협력하지 않아 자원 부족이 발생한다는 잘못된 정보와 루머가 퍼지는 것을 경고했다. 이는 CNN에 의해 <a href="https://www.cnn.com/weather/live-news/hurricane-milton-florida-10-08-24/index.html" target="_blank" rel="noopener">보도</a>된 바 있다.
&#8220;그건 전혀 사실이 아니다,&#8221;라고 캐스터가 말했다.
캐스터는 월요일 밤에 바이든과 준비에 대해 이야기했으며, 미국 연방재난관리청(FEMA) 청장 디앤 크리스웰(Deanne Criswell)과도 이야기했다.
&#8220;그들은 우리가 필요한 모든 자원을 확보하기 위해 노력하고 있다.&#8221;
경제적 영향: 허리케인 밀턴은 보험 부문에 심각한 영향을 미칠 수 있으며, 특히 짧은 기간에 연속적으로 허리케인이 플로리다에 상륙하는 경우 그렇다.
버크셔 해서웨이(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BRK#NYSE">BRK</a>), 올스테이트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALL#NYSE">ALL</a>), 처브(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CB#NYSE">CB</a>), 프로그레시브(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PGR#NYSE">PGR</a>) 및 트래블러스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRV#NYSE">TRV</a>)와 같은 보험 주식은 허리케인의 재정적 영향이 명확해짐에 따라 변동성을 보일 수 있다.
보험 및 기타 부문이 타격을 입을 수 있는 반면, 연방공개시장위원회(FOMC) 위원이자 애틀랜타 연방준비은행 총재인 라파엘 보스틱(Raphael Bostic)은 허리케인이 향후 3~6개월 동안 미국 경제에 큰 영향을 미칠 수 있다고 <a href="https://www.atlantafed.org/news/press-room/media-advisories/2024/10/08/bostic-remarks-atlanta-consular-corps" target="_blank" rel="noopener">말했다</a>.
보스틱은 허리케인 헬렌과 허리케인 밀턴과 같은 폭풍의 변화가 다양한 도시의 주택 수요와 공급에 영향을 미칠 수 있다고 언급했다. 또한 영향력 있는 허리케인의 빈도는 보험 및 식품 원자재 시장에 영향을 줄 수 있다.
금융 회사들은 허리케인 및 기타 재난 사건이 그들의 위험을 어떻게 변화시키는지 인식해야 한다고 보스틱이 덧붙였다.
제프리스(Jefferies)의 애널리스트인 야론 키나르(Yaron Kinar)는 허리케인 밀턴을 잠재적인 &#8216;100년에 한 번 일어날 사건&#8217;이라고 언급하며, 500억 달러 이상의 피해를 초래할 수 있고 최악의 경우 1,750억 달러의 영향을 미칠 수 있다고 CNBC가 <a href="https://www.cnbc.com/2024/10/08/hurricane-milton-could-cause-as-much-as-175-billion-in-damages-according-to-early-estimates.html" target="_blank" rel="noopener">보도</a>했다.
킨더 모건(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMI#NYSE">KMI</a>)은 중앙 플로리다 파이프라인 시스템을 폐쇄했다고 로이터가 보도했다. 이 파이프라인 시스템은 탬파에서 올랜도로 가는 휘발유와 디젤을 공급한다. 정유회사 시트고(Citgo)도 폭풍을 대비하여 탬파에 있는 터미널을 폐쇄했다.
플로리다의 테마파크들은 주의 깊게 상황을 지켜보고 있으며, 월트 디즈니 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)가 소유한 디즈니 월드와 컴캐스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)가 소유한 유니버설 올랜도가 정상적으로 운영되고 있다고 AP통신이 <a href="https://apnews.com/live/hurricane-milton-florida-tracker-updates" target="_blank" rel="noopener">보도</a>했다. 한 골드만삭스 애널리스트는 화요일에 허리케인이 디즈니에 <a href="https://www.benzinga.com/general/entertainment/24/10/41229099/disney-faces-150m-200m-blow-from-hurricane-milton-attendance-set-to-drop-6-says-goldman-sac" target="_blank" rel="noopener" data-google-interstitial="false">1억 5천만 달러에서 2억 달러</a>의 부정적 영향을 미칠 수 있다고 언급했다.
대피 명령: 플로리다에서 가장 인구가 많은 다섯 개 도시(잭슨빌, 마이애미, 탬파, 올랜도, 세인트피터즈버그) 중 네 개가 대피 명령이 내려진 카운티에 위치하고 있으며, 잭슨빌만 제외되었다. 이러한 인구 밀집 지역과 여러 카운티에서 대피 명령이 내려지면서 허리케인 밀턴은 2017년 이후 플로리다에서 가장 많은 대피를 야기하고 있다.
정부 관계자들은 의무 대피 지역에서의 대피의 중요성을 강조했으며, 탬파 시장은 대피하지 않을 경우 사망할 수 있다고 말했다.
바이든도 같은 의견을 X를 통해 전달했다.
&#8220;허리케인 밀턴의 경로에 있는 모든 분들에게 지역 공무원의 지시를 따르고 모든 안전 지침을 준수해 주실 것을 권장한다. 대피 명령이 내려진 경우, 안전할 때 지금 대피해야 한다. 생사의 문제이다,&#8221;라고 바이든이 <a href="https://x.com/POTUS/status/1843696607981670523" target="_blank" rel="noopener">X에 게시</a>했다.
AP 통신은 수요일 미국 인구 조사국의 추정에 따르면 약 590만 명의 사람들이 의무 대피 대상인 11개 카운티의 영향을 받았다고 밝혔다.

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Insurance

허리케인 밀턴에 대한 대피는 "생사의 문제,"라고 바이든이 언급: 막대한 경제적 피해 전망

워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)는 90억 달러의 상각에 직면하여 주가가 10% 이상 급락했다. 이는 디스커버리(Discovery)와의 합병이 예상만큼 성과를 거두지 못했다는 이 회사의 인식에 따른 것이다.
워너 브라더스는 디스커버리, 90억 달러를 상각하여 주가가 10% 이상 급락 하는 등 합병이 실패했다는 것을 깨달았습니다.
무슨 일이 (What Happened): 2021년 AT&amp;T와 디스커버리 사이의 430억 달러 규모의 거래로 설립된 워너 브라더스 디스커버리는 지난달 <a href="https://www.benzinga.com/m-a/24/07/39838603/warner-bros-discovery-shares-are-surging-thursday-as-ceo-considers-asset-sales-spinoff" target="_blank" rel="noopener" data-google-interstitial="false">분리 아이디어를</a> 내놓았다. 이 결정은 이 합병이 기대했던 결과를 얻지 못했다는 것을 이 회사가 깨닫는 신호였다.
이 회사는 현재 TV 자산이 처음 예상한 것만큼 가치가 없다는 사실을 인정하면서 90억 달러의 회계 손실을 흡수했으며, 이는 합병 실패 주장을 더욱 확고히 했다.
워너 브라더스 디스커버리는 <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga</a>의 논평 요청에 즉시 응답하지 않았다.
CEO인 데이비드 자슬라프(David Zaslav)는 실적 결산에서 &#8220;2년 전 기존 미디어 기업의 시장 가치와 일반적인 조건은 오늘날과 상당히 달랐다&#8221;고 말했다.
&#8220;이러한 손상은 이를 인정하고 우리의 보유 가치와 미래 전망을 더 잘 일치시킨다.&#8221;
이번 평가액 감소은 다가오는 시즌 이후 더 이상 전미 농구 협회(NBA) 경기를 방송하지 않을 것이라는 사실에 크게 기인한다. NBA는 이제 월트 디즈니(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NASDAQ">DIS</a>), 컴캐스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) 및 아마존닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)와 <a href="https://www.benzinga.com/news/24/07/39955759/nba-chooses-new-broadcast-partners-warner-bros-stock-falls">760억 달러, 11년치의 미디어 권리 계약</a>을 체결했다.
이 소식은 목요일 시장 전 거래에서 회사 주가를 11% 이상 하락시키는 원인이 되었다. 그러나 시장은 이미 회사의 부진을 주가에 반영했기 때문에 월스트리트의 반응은 상대적으로 차분했다.
한때 850억 달러의 가치가 있었던 타임 워너(Time Warner)는 이제 자슬라프가 &#8220;레거시 사업의 어려운 상황&#8221;이라고 표현한 가운데 190억 달러로 떨어졌다. 주가는 2022년 상장 이후 68.49% 하락했고 올해 들어 현재까지 33.88% 하락했다.
TNT, TBS, TLC와 같은 기존 TV 네트워크들의 지속적인 쇠퇴에도 불구하고 워너 브라더스 디스커버리의 CEO인 자슬라프는 이 회사의 유망한 미래에 대해 투자자들을 안심시켰다.
자슬라프는 또한 통합에 관심을 보였으며 특히 최근 뉴스에 따른 시장 가치 하락을 고려할 때 이 회사가 잠재적인 인수 대상이 될 수 있다는 소문을 불러일으켰다.
왜 중요한가 (Why It Matters): 이 90억 달러의 상각은 주가 하락과 기존 TV 네트워크의 어려움으로 어려움을 겪고 있는 워너 브라더스 디스커버리에게 큰 타격이다. 이 회사는 이전에도 분리를 고려했으나 이 계획은 포기됐다. 새로운 전략은 폴란드 방송사나 게임 사업 부문과 같은 이 회사의 소규모 부분을 매각하는 것이라고 파이낸셜 타임스(Financial Times)가 <a href="http://www.ft.com/content/2ea08a79-b569-4349-8ee8-993ba5599179" target="_blank" rel="noopener">보도</a>했다.
지난 7월 초 자슬라프는 기업의 통합 및 운영 개선 노력을 지원하기 위해 <a href="https://www.benzinga.com/news/24/07/39727825/bidens-anti-trust-moves-against-apple-microsoft-and-meta-backfire-in-race-with-trump-warner-bros-dis" target="_blank" rel="noopener" data-google-interstitial="false">기업 친화적인 사장</a>이 필요하다고 밝혔다. TV 네트워크들에 대한 초과 지불과 그에 따른 상각을 인정하면 이 회사의 미래가 더욱 복잡해질 수 있다.
한편 워너 브라더스 디스커버리는 <a href="https://www.benzinga.com/news/earnings/24/08/40234107/warner-bros-discovery-stock-drops-on-worse-than-expected-q2-results">분기별 매출</a>을 97억 1,300만 달러로 보고했는데, 이는 분석가 합의 추정치인 100억 7,100만 달러를 3.55% 하회하고 지난해 같은 기간보다 6.23% 감소한 수치이다. 이 회사는 주당 4.07달러의 GAAP 손실을 보고했다.
주가 움직임 워너 브라더스 디스커버리의 주식은 수요일 주당 7.71달러로 1.18% 상승했다. 이 주식은 목요일 프리마켓에서 11.30% 하락했다.
이 콘텐츠는 <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>의 도움을 받아 제작되었으며 Benzinga 편집자들이 검토하고 게시했습니다.
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워너 브라더스, 실망스러운 디스커버리 인수로 90억 달러 상각하여 주가 10% 이상 급락

2024년 하계 올림픽이 <a href="https://www.benzinga.com/topic/olympics" target="_blank" rel="noopener" data-google-interstitial="false">7월 26일</a> 파리에서 개막하는 가운데 앞으로 2주 동안 수백만 명의 시선이 TV에 쏠릴 것이다.
2024년 하계 올림픽으로 인해 관심과 재정 상태가 향상될 수 있는 6개 기업들을 살펴보겠다.
컴캐스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>): 이 미디어 회사는 하계 올림픽에 대한 권리를 갖고 있으며 2주 동안 <a href="https://www.benzinga.com/news/24/07/39904647/comcasts-paris-olympics-bet-for-boosting-peacocks-viewership-report">피콕(Peacock) 스트리밍 플랫폼</a>에 중점을 둘 것이다. 모든 이벤트는 NBC의 프라임 타임 네트워크 방송과 함께 피콕에서 스트리밍된다.
이 하계 올림픽에는 수영, 육상, 체조, 남자 농구 등 미국 시청자들이 즐겨 시청하는 최고의 경기가 포함된다. 미국과 개최국인 프랑스 간의 시차를 감안할 때, 스포츠 팬들과 올림픽 시청자들은 프라임타임 재방송 전에 경기 결과가 미리 알려져 김을 빼는 대신 실시간으로 시청하기 위해 추가 비용을 들여 피콕을 구독할 수 있다.
피콕의 사장인 켈리 캠벨(Kelly Campbell)은 &#8220;이것은 피콕에게 결정적인 순간이 될 것이다&#8221;고 말했다.
애초에 존재하지 않던 시장을 창출한 기업들
에어비앤비(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>): 여행사는 2주간의 행사 동안 수십만 명의 사람들을 수용할 수 있는 올림픽의 혜택을 누릴 수 있다. <a href="https://news.airbnb.com/bookings-in-the-paris-region-during-the-olympic-games-up-400/" target="_blank" rel="noopener">6월</a>에 회사는 파리 지역 숙소가 전년 대비 40% 증가했고 올림픽 기간 동안 이 지역에서 예약된 숙박 수가 400% 증가했다고 밝혔다.
당시 에어비앤비는 올림픽 기간 동안 여행을 예약한 게스트의 50% 이상이 3인 이상의 가족 또는 그룹이었다고 밝혔는데, 이는 회사를 통해 집이나 아파트를 예약하는 것의 가치를 부각시킬 수 있다.
최근 CNBC와의 <a href="https://www.youtube.com/watch?v=pkLNZ7Mbg6U">인터뷰</a>에서 에어비앤비의 CEO이자 공동 창업자인 브라이언 체스키(Brian Chesky)는 하계 올림픽에서 에어비앤비의 아이콘 프로그램이 전시되는 것의 중요성을 강조했다. 이 CEO는 아이콘 프로그램이 브랜딩에 관한 것이며 에어비앤비가 단순한 숙박 장소가 아니라 &#8220;경험에 관한 것&#8221;임을 강조한다고 말했다.
체스키는 &#8220;이것은 에어비앤비 역사상 가장 큰 행사&#8221;라고 말했다.
체스키는 에어비앤비가 회사 설립 당시 &#8220;이벤트를 위해 설계되었다&#8221;고 CNBC에 상기시켰다. 체스키는 에어비앤비를 통해 하계 올림픽을 찾는 게스트들의 전체 경제 효과 추정치는 약 10억 달러에 달한다고 덧붙였다.
앤하이저부시 인베브(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BUD#NYSE">BUD</a>): 버드 라이트(Bud Light) 브랜드에 대한 <a href="https://www.benzinga.com/general/politics/24/02/36990137/trump-says-anheuser-busch-deserves-second-chance-after-conservative-backlash-rocks-bud-light" target="_blank" rel="noopener">불매운동</a>을 여전히 극복하려고 노력하고 있는 이 맥주 회사는 올림픽 후원이 자사 브랜드의 일부를 향상시키는 것을 볼 수 있다. 이 회사의 미켈롭 울트라(Michelob Ultra) 브랜드는 2024년, 2026년, 2028년 올림픽 및 패럴림픽에서 미국 대표팀을 공식 <a href="https://www.anheuser-busch.com/newsroom/michelob-ultra-named-exclusive-beer-sponsor-of-team-usa" target="_blank" rel="noopener">후원</a>한다. AB 인베브는 2028년까지 전 세계 올림픽 파트너이기도 하다.
&#8220;맥주와 스포츠는 함께하면 더 좋다. 이번 파트너십은 맥주 카테고리가 전 세계 수십억 명의 팬에게 긍정적인 영향을 미치고 소통할 수 있는 기회를 보여준다. 우리가 가장 좋아하는 국가대표팀들이 금메달을 향해 나아가는 것을 응원하면서 올림픽 정신의 새로운 시대를 열겠다&#8221;고 AB 인베브의 CEO인 미셸 두케리스(Michael Doukeris)가 말했다.
미켈롭 울트라는 최근 몇 년 동안 가장 빠르게 성장하는 맥주 브랜드 중 하나이며 NBA, WNBA, PGA, 미국 축구 협회, 코파 아메리카(Copa America) 및 기타 스포츠 이벤트와 파트너십을 맺었다.
앤하이저부시 인베브도 올림픽 기간 동안 무알콜 제품인 코로나 세로(Corona Cero)를 홍보하고 있다. 이 맥주는 올림픽 게임의 글로벌 맥주 스폰서로 등록되었다.
이 맥주 회사는 해당 분야에서 가장 빠르게 성장하는 두 가지 카테고리인 무알콜 및 저칼로리에 중점을 둘 예정이며, 이는 향후 시장 점유율과 재무 측면에서 성과를 거둘 수 있다.
지니어스 스포츠(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GENI#NYSE">GENI</a>): 미디어 파트너와 스포츠북에 스포츠 베팅 데이터와 결과를 제공하는 지니어스 스포츠(Genius Sports)는 하계 올림픽 기간 동안 바쁠 수 있다. 또한 이 회사는 전 세계 수백만 명의 사람들에게 데이터를 제공할 수 있는 잠재적인 촉매제를 보유하고 있다. 소셜 미디어 플랫폼 X는 최근 지니어스 스포츠와 함께 트렌드 지니어스(Trend Genius)를 <a href="https://www.businesswire.com/news/home/20240718065792/en/X-and-Genius-Sports-Partner-to-Launch-Trend-Genius-Product-Ahead-of-Major-Summer-Sporting-Events">출시</a>했다. 새로운 제품은 &#8220;실시간 대화를 활용하여 중요한 순간에 광고 관심을 가속화할 것&#8221;이다.
이 플랫폼은 하계 올림픽에 앞서 출시되었으며 게임은 지니어스 데이터 데이터의 인기와 활용도를 테스트하는 역할을 할 수 있다. 이 플랫폼을 통해 광고주들은 스포츠 이벤트 중에 인기가 높아진 주제를 타겟팅할 수 있다.
X의 소유주인 일론 머스크와 X의 CEO인 린다 야카리노는 이미 향후 2주 동안 이 소셜 미디어 플랫폼에서 올림픽에 대한 보도가 얼마나 널리 퍼질 것인지에 대한 게시를 시작했다. 지니어스 스포츠가 잠재적으로 엄청난 초기 결과로 신제품을 출시하면서 올림픽이 X에 대해 많은 관심을 받을 것으로 기대한다.
드래프트킹스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>) 및 플러터 엔터테인먼트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLUT#NYSE">FLUT</a>): 이 두 스포츠 베팅 회사들은 미국 시장 점유율 기준으로 가장 큰 두 가지 플랫폼을 보유하고 있다. 이전 하계 올림픽보다 더 많은 주에서 더 많은 이벤트가 제공되면서 최근 몇 년 동안 올림픽 이벤트에 대한 베팅이 증가했다.
축구, 남자 농구와 같은 최고의 스포츠는 경기 중에 베터들의 관심을 더 많이 끌고 있다. 워싱턴 포스트의 <a href="https://www.washingtonpost.com/sports/2024/07/26/sports-betting-olympics/f87e0be8-4b35-11ef-9149-c75da5dd9201_story.html" target="_blank" rel="noopener">보도</a>에 따르면 2020년 하계 올림픽 기간 동안 22개 주가 미국에서 합법적인 스포츠 베팅을 제공하는 것과 비교하면 총 38개 주와 워싱턴 D.C.가 미국에서 합법적인 스포츠 베팅을 제공한다고 한다.
파리와 뉴욕의 시차는 6시간, 도쿄와 뉴욕의 시차는 13시간이다. 파리와의 시차가 작을수록 미국 내 베팅 활동이 잠재적으로 증가할 수 있다.
미국은 2024년 하계 올림픽에서 가장 많은 메달과 금메달을 획득할 유력 국가로, 수많은 스타들이 종목에 참가하고 있다. 이는 자국의 운동선수들을 지원하면서 베팅에서 이익을 얻고자 하는 베터들을 끌어들일 가능성이 높다.
사진: Hethers/Shutterstock.com
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2024년 하계 올림픽 기간 동안 금메달로 향하는 6개의 주식: 회사 역사상 '가장 큰 사건'

S&amp;P 500 기업들 중 약 <a href="https://www.benzinga.com/news/earnings/24/07/39769910/goldman-sachs-q2-earnings-revenue-and-eps-beat-investment-banking-fees-up-21-hikes-dividend" target="_blank" rel="noopener" data-google-interstitial="false">14%가 6월 분기 실적을 발표</a>했으며, 더 넓은 지수를 구성하는 기업들의 혼합 실적 성장률은 여전히 ​​양호하다. 이번 주에는 기술 보고 시즌이 공식적으로 시작될 것이며, 이는 최근 주에 가파른 하락세를 보인 시장의 향방을 잠재적으로 결정할 수 있다.
지난주 주요 사건: 기술주의 실적 시즌은 지난주 칩 장비 제조업체 ASML 홀딩 N.V.(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>)의 실적 발표로 와만하게 시작되었다. 이 회사의 주가는 약한 3분기 전망과 중국 칩 금지를 둘러싼 지정학적 우려로 인해 약 16% 하락했다. 넷플릭스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)의 지침은 투자자들을 실망시켰지만 증권사 측 분석가들이 결과에 열광하면서 주가는 크게 하락하지 않았다.
투자자들은 뱅크 오브 아메리카(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>), 모건 스탠리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) 및 골드만삭스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) 등 나머지 대형 은행들의 실적 보고서에 환호했다. 투자 은행 사업의 반등과 강력한 트레이딩 매출이 은행들의 매출을 강화하는 데 도움이 되었다.
팩트셋(FactSet)의 최신 실적 전망 조사 <a href="https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_071924.pdf">보고서</a>에 따르면 이들 기업 중 80%가 예상보다 높은 주당 이익을 보고했는데, 이는 5년 평균인 77%와 비교된다. 평균 상승 여력은 약 5.5%이지만, 이는 5년 평균 상승률 8.6%보다 낮다.
관련 정보: <a href="https://www.benzinga.com/money/best-tech-stocks">지금 가장 핫한 기술주</a>
실적 트렌드: 팩트셋에 따르면 S&amp;P 500 기업들의 2분기 혼합 실적 증가율은 현재 9.7%로 전주의 9.1%보다 높아진 것으로 추정된다. 이 추정치가 달성되면 분기 실제 성장률은 2021년 4분기 이후 보고된 전년 동기 대비 가장 높은 성장률을 기록할 것이라고 덧붙였다. 2분기 역시 4분기 연속 성장을 기록할 것으로 보인다.
S&amp;P 500 11개 부문 중 8개 부문이 전년 동기 대비 실적 성장을 기록할 것으로 예상되며, 그 중 통신 서비스, 의료, IT, 금융 부문 4개 부문이 두 자릿수 실적 성장을 기록할 가능성이 높다. 반면, 소재 업종을 중심으로 3개 업종의 실적 감소가 예상된다.
이번 주의 이슈: 이번 주에는 다우 30 지수 구성요소 7개를 포함해 S&amp;P 500 기업 138개 기업들의 실적 보고서가 나올 것이라고 팩트셋의 보고서가 밝혔다. 이번 주의 실적 발표 목록에는 통신, 자동차, 철강, 칩, 주택 건설, 방위, 항공 및 기술 산업의 기업들이 포함된다.
테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)와 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)은 S&amp;P 500과 나스닥 지수에서 높은 비중을 차지하고 있어 주목받는 기업들 중 하나이다. 테슬라는 전년 동기 대비 주당 순이익이 91센트에서 62센트로 급격히 감소할 것으로 예상되는 반면, 매출은 훨씬 완만하게 0.80% 감소한 247억 3천만 달러를 기록했을 수 있다. 이 이익성에 더 큰 영향을 미치는 것은 일론 머스크의 회사가 어려운 수요 환경에서 생산량을 늘리기 위해 의존해 온 가격 인하에서 비롯된다.
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39810457/as-tesla-stock-bounces-back-fund-manager-says-elon-musk-led-company-offers-good-set">분석가들과 펀드 매니저들은</a> 회사가 해당 분기에 양호한 납품 실적을 보고한 후 낙관적이다. 하반기에도 반전이 있을 것으로 예상된다.
알파벳의 실적은 AI를 활용한 거대 기업들 중 최초로 분기별 실적을 발표하는 기업이기 때문에 중요하며, 이는 나머지 기업들의 실적 속도를 정할 수 있다.
지난주 주요 지수가 사상 최고치에서 후퇴하면서 주식시장이 큰 타격을 입었다. Benzinga Pro 데이터에 따르면 나스닥 100 지수의 성과를 추적하는 지수인 Invesco QQQ Trust(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)는 금요일 0.89% 하락한 475.24달러에 마감했다. 이 ETF는 7월 10일에 도달한 502.96달러의 사상 최고치보다 낮게 거래되고 있다. SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)도 금요일 0.66% 하락한 548.99달러로 마감했다.
이번 주 주목할 만한 실적 발표 기업은 다음과 같다:
월요일
개장 전:
<ul>
<li>버라이즌 커뮤니케이션스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VZ#NYSE">VZ</a>)</li>
</ul>
장 마감 후:
<ul>
<li>애질리시스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AGYS#NASDAQ">AGYS</a>)</li>
<li>클리블랜드 클리프스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CLF#NYSE">CLF</a>)</li>
<li>뉴코 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUE#NYSE">NUE</a>)</li>
<li>NXP 반도체 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>)</li>
</ul>
화요일
개장 전:
<ul>
<li>코카콜라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KO#NYSE">KO</a>)</li>
<li>프리포트 맥모란 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FCX#NYSE">FCX</a>)</li>
<li>GATX 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GATX#NYSE">GATX</a>)</li>
<li>GE 에어로스페이스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</li>
<li>제너럴 모터스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>)</li>
<li>킴벌리 클라크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NYSE">KMB</a>)</li>
<li>록히드 마틴 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)</li>
<li>필립 모리스 인터내셔널 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PM#NYSE">PM</a>)</li>
<li>풀트그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHM#NYSE">PHM</a>)</li>
<li>퀘스트 다이아그노스틱스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DGX#NYSE">DGX</a>)</li>
<li>스포티파이 테크놀로지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>)</li>
<li>UPS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>)</li>
</ul>
장 마감 후:
<ul>
<li>알파벳</li>
<li>캐피털 원 파이낸셜 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>)</li>
<li>처브 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CB#NYSE">CB</a>)</li>
<li>마텔 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAT#NASDAQ">MAT</a>)</li>
<li>패키징 코퍼레이션 오브 아메리카 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PKG#NYSE">PKG</a>)</li>
<li>씨게이트 테크놀로지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/STX#NASDAQ">STX</a>)</li>
<li>테슬라</li>
<li>텍사스 인스트루먼트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>)</li>
<li>비자 .(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>)</li>
</ul>
수요일
개장 전:
<ul>
<li>AT&amp;T (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/T#NYSE">T</a>)</li>
<li>체크포인트 소프트웨어 테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>)</li>
<li>보스톤 사이언티픽 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BSX#NYSE">BSX</a>)</li>
<li>CME 그룹 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CME#NASDAQ">CME</a>)</li>
<li>제너럴 다이내믹스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>)</li>
<li>올드 도미니언 프레이트 라인 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ODFL#NASDAQ">ODFL</a>)</li>
<li>GE 베르노바 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>)</li>
<li>써모 피셔 사이언티픽 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>)</li>
</ul>
장 마감 후:
<ul>
<li>치폴레 멕시칸 그릴 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CMG#NYSE">CMG</a>)</li>
<li>에드워드 라이프사이언스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EW#NYSE">EW</a>)</li>
<li>포드 자동차 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>)</li>
<li>IBM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>)</li>
<li>나이트 스위프트 트랜스포테이션 홀딩스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNX#NYSE">KNX</a>)</li>
<li>라스베가스 샌즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LVS#NYSE">LVS</a>)</li>
<li>메리티지 홈즈 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTH#NYSE">MTH</a>)</li>
<li>월풀 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHR#NYSE">WHR</a>)</li>
<li>서비스나우 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) ORLY</li>
<li>오릴리 오토모티브 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>)</li>
</ul>
목요일
개장 전:
<ul>
<li>애브비 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)</li>
<li>아메리칸 항공 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>)</li>
<li>아스트라제네카 PLC(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>)</li>
<li>컴캐스트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)</li>
<li>다우 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DOW#NYSE">DOW</a>)</li>
<li>해즈브로 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HAS#NASDAQ">HAS</a>)</li>
<li>허니웰 인터내셔널 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>)</li>
<li>사노피 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>)</li>
<li>사우스웨스트 항공 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>)</li>
<li>ST마이크로일렉트로닉스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STM#NYSE">STM</a>)</li>
<li>유니언 퍼시픽 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNP#NYSE">UNP</a>)</li>
<li>제록스 홀딩스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XRX#NASDAQ">XRX</a>)</li>
</ul>
장 마감 후:
<ul>
<li>스카이웨스트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SKYW#NASDAQ">SKYW</a>)</li>
<li>주니퍼 네트웍스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNPR#NYSE">JNPR</a>)</li>
<li>데커스 아웃도어 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DECK#NYSE">DECK</a>)</li>
<li>보이드 게이밍 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BYD#NYSE">BYD</a>)</li>
<li>BJ 레스토랑 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BJRI#NASDAQ">BJRI</a>)</li>
<li>베리사인 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSN#NASDAQ">VRSN</a>)</li>
</ul>
금요일
개장 전:
<ul>
<li>3M 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MMM#NYSE">MMM</a>)</li>
<li>반즈 그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/B#NYSE">B</a>)</li>
<li>브리스톨-마이어스 스퀴브 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)</li>
<li>뉴웰 브랜즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NWL#NASDAQ">NWL</a>)</li>
<li>콜게이트 파몰리브 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CL#NYSE">CL</a>)</li>
<li>차터 커뮤니케이션즈 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>)</li>
</ul>
차기 기사:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/07/39857569/american-express-q2-earnings-ceo-raises-annual-profit-and-marketing-spend-outlook-after-q2-profit-b">아메리칸 익스프레스, 2분기 실적: CEO의 2분기 순이익 안정화에 대한 전망</a></li>
</ul>
Photo: Shutterstock
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테슬라, 알파벳, GM 및 포드가 이번 주 실적 발표 주도하며 상승세 유지 위해 고군분투

무소속 대선 후보 로버트 F. 케네디가 제3자 후보로는 보기 드문 두 자릿수 <a href="https://www.benzinga.com/news/24/05/38983344/2024-election-cliffhanger-biden-leads-trump-by-just-a-point-in-latest-poll-as-overwhelming-majority">투표</a>를 받고 있지만, 11월에 열릴 대선에서 조 바이든 대통령 및 도널드 트럼프 전 대통령과 경쟁하려면 아직 해야 할 일이 많다.
화요일 일론 머스크의 X에 <a href="https://x.com/elonmusk/status/1793091770441748712" target="_blank" rel="noopener">게시</a>된 한 게시물에서 케네디는 <a href="https://www.benzinga.com/general/politics/24/05/38849634/biden-signals-intent-to-debate-trump-in-june-make-my-day-pal" target="_blank" rel="noopener">현재 토론 일정</a>에서 벗어나 이 플랫폼에서 대통령 토론을 제안했다.
사건의 전말 (What Happened): 머스크는 X에 케네디가 바이든과 트럼프 사이의 토론에 참여하도록 허용되어야 한다고 게시했다. 제3자 후보는 전통적으로 토론에 포함되지 않는다.
이에 케네디는 머스크에게 &#8220;너가 주최하고 싶니?&#8221;라고 물었다.
머스크는 &#8220;그럼(sure)&#8221;이라고 답했다.
케네디는 &#8220;X에서 토론이 열려야 한다. CNN의 시청자 수보다 100배는 많은 새로운 공공 광장이다. @realDonaldTrump, 네가 할 수 있을 거라고 나는 알고 있다. 너가 @POTUS에게 연락할래? 아니면 나가 할까?&#8221;라고 케네디가 <a href="https://x.com/RobertKennedyJr/status/1793337250714878285">말했다</a>.
중요한 점 (Why it Matters): 첫 번째 대통령 선거 토론은 1960년 케네디의 삼촌 존 F. 케네디와 리처드 M. 닉슨 사이에서 열렸다. 특히 이 토론은 TV로 <a href="https://www.jfklibrary.org/asset-viewer/archives/tnc-172">중계</a>되었다.
밸롯피디아(Ballotpedia)에 <a href="https://ballotpedia.org/Presidential_debates,_2024">따르면</a>, 2024년 현재 대통령 선거 토론 일정은 6월에 워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)의 자회사 CNN에서 실시되며, 9월에는 월트 디즈니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)의 자회사 ABC에서 실시된다. 지난 토론은 컴캐스트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)의 자회사 NBC와 폭스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>)에서도 진행되었다.
하지만 X에서의 토론은 수십 년 동안 방송된 TV 토론의 우선 순위를 회피하게 된다.
과거에도 정치적 이벤트들이 X에서 중계된 바 있다. 플로리다 주지사인 론 디샌티스는 X에서 2024년 대선에 대한 입후보를 <a href="https://www.benzinga.com/general/politics/23/05/32564924/desantis-announces-2024-presidential-run-lauds-elon-musks-commitment-to-free-speech">선언했다</a>. 이 이벤트는 연결 문제, 결함 및 지연으로 인해 수신이 제대로 이루어지지 않았다. 디샌티스는 그 후 대선 후보 경선을 <a href="https://www.benzinga.com/news/24/01/36709808/ron-desantis-ends-presidential-race-backs-donald-trump-ahead-of-new-hampshire-primaries">포기했다</a>.
다른 기사: <a href="https://www.benzinga.com/news/24/05/38987299/majority-of-americans-fear-political-violence-after-2024-biden-trump-rematch-poll">투표결과 대통령 선거 투표결과</a>
Midjourney의 인공지능을 사용하여 생성된 이미지

RFK 주니어, 일론 머스크에게 X에서 대선 후보 토론 주최를 요청, 머스크는 1단어로 응답

월트 디즈니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)와 컴캐스트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)는 스트리밍 플랫폼 훌루(Hulu)의 지분 <a href="https://www.benzinga.com/general/entertainment/23/11/35693462/disney-hulu-unified-app-to-launch-next-month-in-beta-official-launch-scheduled-for-spring-2" target="_blank" rel="noopener">33%</a> 가치 평가에 대한 분쟁을 해결하기 위해 재정 자문가를 찾고 있는 것으로 알려졌다.
이슈 (What Happened): 로이터는 이 문제에 정통한 소식통들을 인용해 디즈니가 컴캐스트로부터 인수할 <a href="https://www.benzinga.com/general/entertainment/22/09/28903008/disney-vs-comcast-is-a-battle-brewing-over-the-value-and-who-should-own-hulu" target="_blank" rel="noopener">지분 가치 평가</a>에 대해 두 거대 미디어 기업이 동의하지 않는다고 보도했다.
이러한 움직임은 작년에 훌루에 대한 합의 조건과 일치한다. 즉, 그들의 각 은행인 JP모건 체이스와 모건 스탠리의 평가가 크게 다를 경우 재정 자문가를 고용하여 문제를 해결할 수 있다고 규정하고 있다.
JP모건은 디즈니의 훌루 가치를 약 275억 달러로 평가한 반면, 모건 스탠리는 컴캐스트의 가치를 400억 달러 이상으로 평가했다. 이 두 가지 평가액이 10% 이상 차이가 나기 때문에 디즈니와 컴캐스트는 현재 독립적인 평가를 위한 하나의 투자 은행을 지정하기 위해 논의 중이다.
이 계약 조건에 따르면 세 번째 평가가 디즈니의 은행 평가와 가장 근접할 경우 두 평가의 평균으로 거래가 마무리된다. 마찬가지로, 세 번째 평가가 컴캐스트의 은행 평가와 가장 가까운 경우 두 평가의 평균으로 거래가 체결된다.
3차 평가 평균이 275억 달러 아래로 떨어지면 최종 평가액은 275억 달러로 책정될 것이라고 보고서는 밝혔다.
중요성 (Why It Matters): 훌루는 &#8216;쇼군(Shogun)&#8217;, &#8216;더 베어(The Bear)&#8217;, &#8216;프레이(Prey)&#8217;, &#8216;아파트 이웃들이 수상해(Only Murders in the Building)&#8217;과 같은 히트 오리지널 쇼로 유명하다. 이 플랫폼은 2023년 12월까지 가입자 기반이 4,970만 명에 도달하여 9월 분기보다 2% 증가한 것을 기록했다.
디즈니는 이미 &#8216;모아나(Moana)&#8217; 및 &#8216;겨울왕국(Frozen)&#8217;과 같은 인기 타이틀을 호스팅하는 디즈니+ 스트리밍 플랫폼에 훌루를 통합했다.
이 평가 분쟁은 디즈니가 훌루의 소수 지분을 포함하여 21세기 폭스 자산을 710억 달러에 인수한 이후 <a href="https://www.benzinga.com/general/entertainment/22/09/28903008/disney-vs-comcast-is-a-battle-brewing-over-the-value-and-who-should-own-hulu">2019년에 체결된 거래</a>에서 발생했다. 이 거래를 통해 디즈니는 훌루에 대한 대부분의 통제권을 갖게 되었으며, 컴캐스트는 33%의 지분을 유지하여 2024년까지 그 가치가 크게 증가할 것으로 예상했다.
디즈니의 훌루 지분 33% 인수는 2023년 11월에 발표되었으며 컴캐스트에 최소 86억 달러를 지불했다. 현재의 <a href="https://www.benzinga.com/m-a/23/05/32577497/hulu-co-owners-disney-comcast-fight-to-reach-a-deal-regarding-streaming-service" target="_blank" rel="noopener">이 가치 평가 분쟁</a>은 이번 인수를 마무리하는 데 중요한 단계이다.
<a href="https://www.benzinga.com/topic/consumer-tech" target="_blank" rel="noreferrer noopener">Benzinga의 소비자 기술 커버리지를 더 확인하세요</a>.
다음 읽기: <a href="https://www.benzinga.com/news/24/05/38638286/tesla-investor-ross-gerber-calls-warren-buffett-tough-as-nails-businessman-after-berkshire-hathaway-dumps-apple?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">테슬라 투자가 로스 거버, 버크셔 해서웨이가 애플을 처분한 후 워렌 버핏을 &#8216;딱딱한 비즈니스맨&#8217;이라고 비난</a>
면책 조항: 이 콘텐츠는 <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzin</a><a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">ga Neuro</a>의 지원을 일부 받아 제작된 바 있으며 Benzinga 편집자들이 검토하고 배포했습니다.

디즈니와 컴캐스트는 훌루의 실제 가치 평가를 위해 자문사 모색 중: 보도

벤치마크(Benchmark)의 애널리스트 매튜 해리건(Matthew Harrigan)은 컴캐스트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)에 대해 매수 평가와 <a class="ticker" href="https://www.benzinga.com/quote/CMCSA/analyst-ratings" target="_blank" rel="noopener">$55의 목표 주가를 설정했다</a>.
NBC 광고 매출 및 제휴 부문 부사장 댄 러빙거(Dan Lovinger)는 NBCU가 이미 12억 달러의 승인을 받았으며, 이를 통해 3억 5천만 달러 이상의 새 광고주들로부터의 제휴를 통해 기록적인 올림픽 총액을 기록했다고 발표했다.
해리건은 획득한 이 약속 금액이 이미 도쿄 올림픽을 위해 달성한 전국 광고 수익 12억 5천만 달러에 약간 못 미치는 수준이라고 말했다.
다음 기사: <a href="https://www.benzinga.com/markets/equities/24/04/38186223/at-t-comcast-verizon-challenge-subsidy-slash-threatens-internet-for-23m-households" target="_blank" rel="noreferrer noopener">AT&amp;T, 컴캐스트, 버라이즌의 도전: 23백만 가구에 대한 인터넷 보조금이 위협을 가할 수도</a>
올림픽은 특히 기록적인 디지털 광고와 함께 스트리밍되는 모든 이벤트를 통해 피콕(Peacock)의 지속적인 추진력에 필수적이다.
해리건에 따르면, 개막식과 폐회식의 모든 광고 인벤토리는 이미 완판되었다.
주요 카테고리에는 비알코올 음료, CPG, 금융 서비스 및 소매업이 포함되며, 엔터테인먼트도 진행될 예정이다.
그는 NBCU의 제휴 강조에 대해 반영하면서, 개별적 프라임타임 마케팅 통합의 거의 95%가 매진되었다고 말했다.
올림픽과의 연관성을 추구하는 주요 브랜드에 대한 높은 친화력은  컴캐스트가 2032년까지 76억 5천만 달러의 올림픽 약속을 잘 이행하고 있음을 입증한다. 해리건에 따르면 현재 광고 지출은 관중이 파리로 돌아오는 덜 유리한 아시아 시간대에서 2021년 도쿄 올림픽보다 18% 증가했다.
올해 올림픽 시청률은 NCAA 농구 토너먼트 이후 여성 스포츠에 대한 폭발적인 관심과 시청으로 인해 이익을 얻을 가능성이 높다.
현재 시장 가치 평가는 회사의 중요한 성장 포트폴리오에 대한 공정 가치와 클라이언트 브랜드 자산 제공을 위한 스트리밍과 통합된 선형 TV의 본질적인 관련성을 반영하지 않고 있다고 이 분석가는 재평가했다.
해리건은 피콕이 온디맨드 및 라이브 스트림 프로그램과 새 프로그램 방식 제공을 통해 새 재고를 만들고 있음을 언급했다.
프로그램 방식 대안은 더 트레이드 데스크(The Trade Desk)와의 제휴를 통해 육성되었으며, 이를 통해 사설 입찰 마켓이 된다. NBCU는 또한 X와 스냅챗(Snapchat)과의 협약을 통해 클립을 게시할 수 있는 협정을 가지고 있다.
이 분석가는 NBC유니버설(NBCUniversal)이 업계에서 광범위하게 채택되고 특히 선형 시청과 디지털 소비 데이터를 통합하는 원 플랫폼 토탈 오디언스(One Platform Total Audience) 접근 방식을 포함하여 크로스 플랫폼 광고 및 애드테크(AdTech) 분야의 전반적인 리더라고 썼다.
원 플랫폼(One Platform)에는 NBC유니버설의 중요한 AI를 이용한 계획 및 활성화 기술이 포함되어 있다. NBC유니버설의 광고 고객 중 약 60%가 가치를 극대화하기 위해 오디언스 기반 구매를 사용하고 있는데, 이는 전략적 고객 중심 광고에 대한 25% 이상의 성장을 이룰 것이라고 해리건은 말했다.
컴캐스트의 지난 12개월 동안의 주가는 4% 올랐다. 투자자들은 Invesco BuyBack Achievers ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PKW#NASDAQ">PKW</a>)와 Invesco S&amp;P 500 Equal Weight 통신 서비스 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RSPC#NYSE">RSPC</a>)를 통해 이 주식에 노출을 할 수 있다.
주가 움직임: 수요일 CMCSA 주가는 1.01% 빠진 39.72달러에 마감했다.
Comcast Peacock 사진 (출처: 셔터스톡 rarrarorro)

RSPC

컴캐스트의 시장 가치는 중요한 성장 포트폴리오의 공정 가치 미반영: 분석가

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