Benjamin Swinburne

Wall Street analysts are taking a wait-and-see approach to the long-anticipated merger CBS Corporation (NYSE: CBS)-Viacom, Inc. (NASDAQ: VIAB) merger, questioning whether the combined companies will create a more profitable global streaming business together than each could have built on their own...

Fox Corp (NASDAQ: FOXA) reported better-than-expected fourth-quarter earnings Wednesday as the newly pared-down company bucked industry trends. The beat came despite lower ad revenue and losses in cable subscribers, with tailwinds from gains in affiliate feeds and retransmission revenue. The...

Walt Disney Co (NYSE: DIS) shares had lost more than 6% by Wednesday afternoon after the media and entertainment giant released a worse-than-expected third-quarter earnings report Tuesday. Morgan Stanley's Q3 Takeaways Disney's third-quarter showed a segment operating income miss of $3.96...

Walt Disney Co (NYSE: DIS) treated moviegoers to a lineup of Marvel films through 2021 and the announcement is notable for investors for three reasons, according to Morgan Stanley. The Analyst Morgan Stanley's Benjamin Swinburne maintains an Overweight rating on Disney's stock with a $160...

Netflix, Inc. (NASDAQ: NFLX) reported second-quarter results highlighted by an uncharacteristic decline in U.S. subscribers while international subscriber adds missed expectations. Here is a summary of how some of the Street's top analysts reacted to the print. The Analysts Morgan Stanley's...

Streaming is where entertainment is going, and it's getting there faster than some expected with the new Disney+ service, Morgan Stanley said Thursday.  The Analyst Morgan Stanley’s Benjamin Swinburne reiterated an Overweight rating on Walt Disney Co (NYSE: DIS) and raised the...

Walt Disney Co (NYSE: DIS) reported a second-quarter bottom line that beat consensus estimates but declined 12 percent from the previous year. “GAAP earnings were impacted by a number of significant items, including a gain on Hulu, severance costs, and the amortization of both acquired...

World Wrestling Entertainment, Inc (NYSE: WWE) stock traded lower by another 3.8 percent on Friday after the company reported a first-quarter earnings and revenue miss. The stock is now down 16.2 percent overall since Thursday's print. WWE reported a first-quarter EPS loss of 11 cents on...

The analysts covering Netflix Inc. (NASDAQ; NFLX) stock this week are much like a big family trying to figure out what to watch on the streaming service. Some are leaning strongly Bull (Durham) and a few are vociferously arguing for (Paddington) Bear. In between, there's some romance...

Walt Disney Co (NYSE: DIS) is hosting an investor day presentation Thursday, and Morgan Stanley says the "show is about to begin." The Analyst Morgan Stanley's Benjamin Swinburne maintains an Overweight rating on Walt Disney with an unchanged $135 price target. The...

As the world moves to a new media landscape, the stock price of one old media stalwart that looks well-positioned to make the transition appears too low, Morgan Stanley said Wednesday in an update on CBS Corporation (NYSE: CBS). The Analyst Morgan Stanley’s Benjamin Swinburne lowered his...

Comcast Corporation (NASDAQ: CMCSA) remains worth watching. The Analyst Morgan Stanley’s Benjamin Swinburne reiterated an Overweight rating on Comcast with a $46 price target. The Thesis Swinburne believes a continuing expansion in broadband will offset declines in video. And, the company...

CBS Corporation (NYSE: CBS) rose Friday despite posting a fourth-quarter earnings miss Thursday. Content licensing, retransmission and subscription revenue were stunted by sales and renewal timing, and the entertainment and cable network segments recorded underwhelming operating income. Analysts...

Spotify Technology SA (NYSE: SPOT) posted an unexpected profit for its Q4 and forecast Q1'19 revenues in line with the consensus. The company also announced a couple of deals in the podcast marketplace. The Analysts Morgan Stanley's Benjamin Swinburne maintained an Overweight rating on...

Wall Street analysts were bullish on The House Of Mouse following a strong earnings print from Walt Disney Co. (NYSE: DIS), expectations for a big year for Disney superheroes at the box office and a bright future in streaming. Disney turned out a strong first-quarter earnings beat Tuesday on sales...