Needham thinks Disney should shutter ABC network following the Jimmy Kimmel controversy
Sep. 23, 2025 9:03 AM ETThe Walt Disney Company (DIS) StockBy: Ahmed Farhath, SA News Editor
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Needham said on Tuesday it believes media and entertainment giant Disney (NYSE:DIS) would be better off shutting down its ABC network and taking a one-time hit rather than selling it.
The research firm’s opinion comes on the heels of talk
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Needham argues shut down avoids FCC sale hurdles and regulatory risks, and Wall Street would treat the write-off as discontinued operations helping valuation.
Needham estimates shuttering ABC would boost annual revenue growth by 40-60 basis points, expand the valuation multiple, and increase Disney’s value by about $20B or 10%.
Needham recommends Disney simulcast all ABC content on Hulu and its app to reach a younger, more valuable audience and reduce regulatory risks.
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