Information
Disney's TV networks and streaming platform are getting a boost from the expanded College Football P...
Original sourceAI Summary
Disney's networks see record college football viewership this season. Advertiser engagement during games has increased 11% compared to competitors. ABC is on track for its best college football ratings since 2009. Disney sold out ad spots through conference championship games, driving ad revenue. The expansion of the College Football Playoff boosts interest and engagement in games.
Sentiment Rationale
Increased viewership and ad engagement suggest higher revenues for Disney, similar to past spikes during sports events.
Trading Thesis
Immediate revenue boosts anticipated from current college football season effects.
Market-Moving
- Disney's networks see record college football viewership this season.
- Advertiser engagement during games has increased 11% compared to competitors.
- ABC is on track for its best college football ratings since 2009.
Key Facts
- Disney's networks see record college football viewership this season.
- Advertiser engagement during games has increased 11% compared to competitors.
- ABC is on track for its best college football ratings since 2009.
- Disney sold out ad spots through conference championship games, driving ad revenue.
- The expansion of the College Football Playoff boosts interest and engagement in games.
Companies Mentioned
- DIS (DIS)
- NFLX (NFLX)
- CMCSA (CMCSA)
Industry News
The article highlights significant advertising and viewership growth which is critical for Disney's financial health.