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Spotify set to report earnings as Wall Street praises 'defensive' subscription model"It is our view that SPOT's subscription model should be more defensive/utility-like amid the current macro uncertainty," Bank of America analyst Jessica Reif Ehrlich wrote in a preview of the report.
Jessica Reif Ehrlich; Analyst; BofA Securities, Inc. Ladies and gentlemen, thank you for standing by. Welcome to the Fox Corporation third quarter fiscal year 2025 earnings conference call.
On Wall Street, Bank of America analyst Jessica Reif Ehrlich pointed out that while advertising is a small portion of the Netflix (NFLX) business today, the longer-term prospects for the business ...
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Netflix earnings: Wall Street high on stock as 'defensive choice' while Big Tech reels from Trump's tariffshas made the stock a defensive choice for investors," Bank of America analyst Jessica Reif Ehrlich wrote on Tuesday. Netflix stock rose just above the flatline in early trading on Thursday and has ...
The Disney Analysts: Bank of America analyst Jessica Reif Ehrlich reiterated a Buy rating on Disney with a $140 price target. Guggenheim analyst Michael Morris maintained a Buy rating and lowered ...
said Jessica Reif Ehrlich, senior media and entertainment analyst at Bank of America. Disney did not respond to a request for comment. The company's parks could also be vulnerable to decreased ...
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Netflix Has Made Several Risky Bets. Earnings Show They’ve Paid Off.Netflix management started to change the way the streaming company operates almost three years ago—and those once-controversial decisions have paid off, based on the latest quarterly earnings ...
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