DIS·The Walt Disney Company

Upstream, formerly TheViewPoint, launched a direct sales automation platform for CTV publishers, integrating with Disney and other major media companies. This move towards direct sales automation aims to streamline processes and potentially boost revenue for publishers, which could signal a shift in how DIS and similar media companies manage their advertising revenue streams. The platform's integration with Disney suggests a strategic effort to optimize its advertising sales, which could impact the company's ability to compete in the evolving digital advertising landscape. Investors should watch for initial revenue reports from the new platform to gauge its effectiveness. Looking further back, projections anticipate double-digit operating income and EPS growth for DIS by fiscal year 2026, driven by its Entertainment, Sports, and Experiences segments. This positive outlook, despite current earnings pressures, highlights the company's diverse portfolio as a key factor in its long-term prospects.