Christmas Streaming Wars And What It Means For The Stocks
Families participating in Christmas movie marathons this week are giving Wall Street another reason to watch Walt Disney Company (NYSE:DIS) and Netflix Inc. (NASDAQ:NFLX). Here are the investors i need to know.
What You Need to Know: Walt Disney shares were trading around $114 on Christmas Eve, up 3% year-to-date, as investors turned to a holiday slate led by classics. Disney+ And Hulu.
The rise comes after a choppy fall season in which Disney showed improvement in streaming for the November quarter, but overall revenue remained flat at $22.5 billion due to pressure from legacy TV networks.
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The company’s direct-to-consumer unit helped manage $6.25 billion in sales and $352 million in operating income to guess Double-digit earnings growth in 2026.
Meanwhile, Netflix traded around $93 on Wednesday, up 5% year-to-date, following recent weakness tied to its role in Netflix. bidding war for Warner Bros. Discovery Inc. (NASDAQ:WBD) assets.
While earnings per share missed estimates, the stock is still well below its 52-week high, even after a third quarter that saw 17% revenue growth to $11.51 billion and record ad sales. Netflix led off another solid holiday season, citing a deep slate and increased ad demand.
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For investors, the gap between Christmas and New Year is more about attendance than bragging rights at the box office. How many households are binging on a Disney classic or Netflix holiday rom-com while the gifts are still under the tree?
What to Watch: On-screen interaction is driven by familiar favorites. While Disney+ focuses on core productions such as “Home Alone”, “Santa Claus” and “The Muppet Christmas Carol”, Netflix responds with “Klaus”, “Jingle Jangle: A Christmas Journey” and “A Christmas Prince” trilogy.
While both companies favor streaming data as a growth engine, strong holiday tracking could set the tone for 2026 and inject some holiday magic into these stocks.
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