Big Tech leaders will also make their voices heard after flocking to Washington for Trumps inauguration.
Given the companys momentum surging at the end of December, estimates are undergoing upward revision.
Alicia Reese of Wedbush Securities sees the companys 2-year-old advertising business becoming a primary driver of revenue by 2026.
Jake Paul arriving for his match in November against Mike TysonTayfun Coskun/Anadolu via Getty Images
Netflix has established a virtually insurmountable lead in the streaming wars, she wrote.
Netflix can retain its moat while competitors venture to replicate its business model.
… With global content creation, balancing costs, and increasing profitability, Netflix has reached the right formula.
Disney is executing a similar streaming strategy.
It also mimicked Netflixs effort to force anyone sharing passwords to pay for the privilege.
Like its media peers, Disney faces a number of other challenges.
The impact of two recent hurricanes, along with cruise ship pre-opening costs, will weigh on results.
And then there is Venu, which was scrapped before ever launching.
As part of a settlement reached this month, Disney said it would acquire 70% of Fubo.
All three partners are likely to be asked to quantify their investment in Venu.
This time, they will be speaking to investors shortly after gathering together in Washington, D.C. President Bidens administration has seen a number of regulatory actions aiming to rein in the companies power.
Thats a political message Wall Street can always endorse.
