Benjamin Swinburne

As Disney focuses much of its future on streaming with Disney+, the company's new strategy will be overseen by Iger+. Bob Iger's surprise announcement that he is stepping down as CEO of Walt Disney Co (NYSE: DIS) seemed to come at a strange time. It comes just as Disney is making one of its...

World Wrestling Entertainment, Inc. (NYSE: WWE) shares stabilized a bit to close out the week after the surprise departure of two top executives, disappointing 2020 guidance and a fourth-quarter revenue miss sent shares tumbling more than 25% over the past two weeks. On the afternoon of Jan. 30,...

Spotify Technology SA (NYSE: SPOT) shares began climbing back Thursday after falling a day earlier following earnings disappointment, and sell-side analysts remained mostly positive on the company's overall outlook and pushed price targets higher. Spotify was off about 6% on Wednesday after the...

After a brutal day of trading on Friday, World Wrestling Entertainment, Inc. (NYSE: WWE) traded lower by another 4.7% on Monday following the unexpected departure of two top executives. Several analysts cut price targets for WWE following the news, but a downgrade by Morgan Stanley likely hit the...

Things are heating up in the streaming industry, and while competition keeps piling up against Netflix, Inc. (NASDAQ: NFLX), the company is holding its own for now. Here are four catalysts that could boost Netflix's stock higher. Netflix Q4 Subscriber Numbers "Netflix reported strong Q4...

Netflix, Inc. (NASDAQ: NFLX) beat expectations on total subscriber adds, EPS and revenue but the sell-side reaction was mixed with bears worried about lackluster growth in U.S. subscribers and heavy spending on content as competition ramps up. The mixed results on subscriber adds, strong...

Remember how the cable industry was going to crash as subscribers cut the cord and started streaming everything? Turns out the cable industry is a key player in streaming, too, providing a lot of broadband access to bring internet into homes. The Broadband Bull Case Morgan Stanley analyst Benjamin...

The Street is divided over the impact streaming competition will have on Netflix Inc (NASDAQ: NFLX). Netflix will thrive despite a flurry of new entrants, with its success in Latin America offering a preview of potential success in other emerging markets, a Morgan Stanley analyst said Thursday...

It’s been a month since Walt Disney Co (NYSE: DIS) rolled out its answer to the Netflix Inc (NASDAQ: NFLX) distribution model. Early subscription trends don’t look too bad for the original streaming king. Accept No Substitutes A survey by Bank of America found that just 6.5% of Disney+...

Roku Inc (NASDAQ: ROKU) has traded up 400% this year on streaming hype. The market’s enthusiasm leaves one otherwise-bullish analyst cautious. The Rating Morgan Stanley analyst Benjamin Swinburne downgraded Roku to Underweight and raised his price target from $100 to $110. The Thesis Roku...

Walt Disney Co (NYSE: DIS) reported fiscal fourth-quarter results that kept multiple Street analysts bullish on the stock. The Analysts Morgan Stanley analyst Benjamin Swinburne maintains an Overweight rating on Disney with a $160 price target. UBS analyst John Hodulik maintains at Buy, $155 price...

World Wrestling Entertainment, Inc. (NYSE: WWE) reported third-quarter results with weakness across the board. Shares fell more than 15%, but analysts aren't tapping out of the stock yet. The Analysts Morgan Stanley analyst Benjamin Swinburne maintains an Overweight rating on WWE's stock...

World Wrestling Entertainment, Inc. (NYSE: WWE) shares are down 26.95% in the past six months as the stock’s TV renewal catalysts have faded and new competition has emerged. However, with the company’s third-quarter earnings report less than a week away, analysts remain bullish on WWE...

The Mouse is going to roar into a new world of streaming entertainment. The new Disney+ streaming service from Walt Disney Co (NYSE: DIS) is laying out an aggressive global distribution strategy that could bring it more than 15 million subscribers next year and more than 75 million by the end of...

iHeartMedia Inc (NASDAQ: IHRT) is expected to continue winning market share in the terrestrial radio space, according to Morgan Stanley. The Analyst Morgan Stanley analyst Benjamin Swinburne initiated coverage of iHeartMedia with an Equal-Weight rating and a $15 price target. The Thesis iHeartMedia...