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DIS
New York Post
4 mins

Disney could be forced to choose between Jimmy Kimmel and the NFL as massive ESPN deal looms: report

1. Disney faces a choice between Jimmy Kimmel and an NFL deal worth billions. 2. ESPN recently secured a $2-3 billion deal with the NFL, needing regulatory approval. 3. Kimmel's controversial comments have ignited a political backlash, impacting his show. 4. Former Disney CEO criticized the handling of the Kimmel situation as weak leadership. 5. Trump's possible interference could threaten Disney’s NFL partnership and stock valuation.

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Why Bearish?

The controversy surrounding Kimmel and potential regulatory threats can destabilize Disney's business. Historically, political pressures have negatively affected media stocks, as seen with NBC during political controversies affecting viewership.

How important is it?

The article discusses key strategic decisions for Disney that could impact revenue streams and relationships critical to business performance. Kimmel's fate and the NFL deal are central to Disney's media landscape.

Why Short Term?

The situation will likely evolve rapidly in the coming weeks, affecting stock movement immediately. If negotiations around Kimmel do not resolve quickly, investor sentiment could shift against DIS.

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