Got too sunny (and warm) in Southern CA yesterday and, believe it or not, heard on the radio: (1) Comcast SHOULD buy Disney ("younger, better management"); (2) ESPN is the only "performing" Disney asset; (3) Mel Karmazin was assured of replacing Sumner Redstone "some day"; and (4) both Viacom and News Corp should "kick the tires" at Disney. All of that going from LAX to Hollywood. Can’t wait to hear what everyone has to say on the stage and floor today! – PSM

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Tuesday–July 29

Fubo’s Preliminary 2Q Results

Fubo ’s stock got a healthy jolt Tuesday morning after the vMVPD reported its preliminary earnings results for 2Q25, but it won’t be providing further guidance as it looks to close on its pending merger

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