BUZZ-Ad spend in Q2 strong with possible upside from TV pricing, Barclays says

Reuters

2025/07/09

BUZZ-Ad spend in <a href="https://laohu8.com/S/QTWO">Q2</a> strong with possible upside from TV pricing, Barclays says

** Advertising spend remained strong in Q2; TV ad pricing, especially in sports-focused legacy media, could provide upside, Barclays says

** Streaming ad pricing remains weak - brokerage

** Barclays raises Walt Disney DIS.N PT to $140 from $120 over strong content pipeline, growth catalysts, positive CEO transition next year

** Brokerage lifts Warner Bros Discovery WBD.O PT to $13 from $9; ad performance lags peers, but post-split valuation could offer upside

** Expects Paramount Global PARA.O stock to "continue to trade higher" than its intrinsic value due to cash component of the deal with Skydance Media

** Barclays raises Warner Music Group WMG.O PT to $30 from $28; says co should benefit from new releases from Ed Sheeran and Cardi B in September

** Raises Spotify SPOT.N PT to $800 from $650; co should see benefits from Apple App Store rule changes

** Also lifts Netflix NFLX.O PT to $1,100 from $1,000

(Reporting by Jaspreet Singh in Bengaluru)

((Jaspreet.Singh@thomsonreuters.com ; https://twitter.com/i_jass))

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TV ad pricing, especially in sports-focused legacy media, could provide upside, Barclays says </p><p>** Streaming ad pricing remains weak - brokerage</p><p>** Barclays raises Walt Disney <span>DIS.N</span> PT to $140 from $120 <span>over</span> strong content pipeline, growth catalysts, positive <span>CEO transition next year</span></p><p>** Brokerage lifts Warner Bros Discovery <span>WBD.O</span> PT to $13 from $9; ad performance lags peers, but post-split valuation could offer upside</p><p>** Expects <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> <span>PARA.O</span> stock to \"continue to trade higher\" than its intrinsic value due to cash component of the deal with Skydance Media</p><p>** Barclays raises <a href=\"https://laohu8.com/S/WMG\">Warner Music</a> Group <span>WMG.O</span> PT to $30 from $28; says co should benefit from new releases from Ed Sheeran and Cardi B in September</p><p>** Raises <a href=\"https://laohu8.com/S/SPOT\">Spotify</a> <span>SPOT.N</span> PT to $800 from $650; co should see benefits from Apple App Store rule changes</p><p>** Also lifts Netflix <span>NFLX.O</span> PT to $1,100 from $1,000</p><p> (Reporting by Jaspreet Singh in Bengaluru)</p><p> ((Jaspreet.Singh@thomsonreuters.com ; https://twitter.com/i_jass))</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-Ad spend in Q2 strong with possible upside from TV pricing, Barclays says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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TV ad pricing, especially in sports-focused legacy media, could provide upside, Barclays says </p><p>** Streaming ad pricing remains weak - brokerage</p><p>** Barclays raises Walt Disney <span>DIS.N</span> PT to $140 from $120 <span>over</span> strong content pipeline, growth catalysts, positive <span>CEO transition next year</span></p><p>** Brokerage lifts Warner Bros Discovery <span>WBD.O</span> PT to $13 from $9; ad performance lags peers, but post-split valuation could offer upside</p><p>** Expects <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> <span>PARA.O</span> stock to \"continue to trade higher\" than its intrinsic value due to cash component of the deal with Skydance Media</p><p>** Barclays raises <a href=\"https://laohu8.com/S/WMG\">Warner Music</a> Group <span>WMG.O</span> PT to $30 from $28; says co should benefit from new releases from Ed Sheeran and Cardi B in September</p><p>** Raises <a href=\"https://laohu8.com/S/SPOT\">Spotify</a> <span>SPOT.N</span> PT to $800 from $650; co should see benefits from Apple App Store rule changes</p><p>** Also lifts Netflix <span>NFLX.O</span> PT to $1,100 from $1,000</p><p> (Reporting by Jaspreet Singh in Bengaluru)</p><p> ((Jaspreet.Singh@thomsonreuters.com ; https://twitter.com/i_jass))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2552382132.HKD","symbol_name":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250709:nL4N3T60WW:1","article_id":"2550367630","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2550367630","pubTimestamp":1752065525,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Ad spend in Q2 strong with possible upside from TV pricing, Barclays says** Advertising spend remained strong in Q2; TV ad pricing, especially in sports-focused legacy media, could provide upside","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","WMG":"华纳音乐","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4108":"电影和娱乐","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","SPOT":"Spotify Technology S.A.","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","DIS":"迪士尼","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","FOXA":"福克斯-A","BK4581":"高盛持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","PARA":"Paramount Global","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4534":"瑞士信贷持仓","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","WBD":"WARNER BROS DISCOVERY INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"translate_title":"巴克莱银行表示，第二季度广告支出强劲，电视定价可能带来上行空间","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SPOT":0.9,"WBD":0.9,"DIS":0.9,"PARA":0.9,"FOXA":0.9,"WMG":0.9},"content_text":"BUZZ-Ad spend in Q2 strong with possible upside from TV pricing, Barclays says** Advertising spend remained strong in Q2; TV ad pricing, especially in sports-focused legacy media, could provide upside, Barclays says ** Streaming ad pricing remains weak - brokerage** Barclays raises Walt Disney DIS.N PT to $140 from $120 over strong content pipeline, growth catalysts, positive CEO transition next year** Brokerage lifts Warner Bros Discovery WBD.O PT to $13 from $9; ad performance lags peers, but post-split valuation could offer upside** Expects Paramount Global PARA.O stock to \"continue to trade higher\" than its intrinsic value due to cash component of the deal with Skydance Media** Barclays raises Warner Music Group WMG.O PT to $30 from $28; says co should benefit from new releases from Ed Sheeran and Cardi B in September** Raises Spotify SPOT.N PT to $800 from $650; co should see benefits from Apple App Store rule changes** Also lifts Netflix NFLX.O PT to $1,100 from $1,000 (Reporting by Jaspreet Singh in Bengaluru) ((Jaspreet.Singh@thomsonreuters.com ; https://twitter.com/i_jass))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}