Families settling in for Christmas movie marathons this week are giving Wall Street another reason to watch Walt Disney Co (NYSE:DIS) and Netflix Inc (NASDAQ:NFLX). Here’s what investors need to know.
What To Know: Walt Disney shares traded around $114 on Christmas Eve, up 3% year-to-date, as investors leaned into a holiday slate led by classics on Disney+ and Hulu.
The bounce comes after a choppy fall season in which Disney’s November quarter showed progress in streaming, but flat overall revenue at $22.5 billion amid pressure from old TV networks.
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The company’s direct-to-consumer unit delivered $352 million in operating income on $6.25 billion in sales, helping management forecast double-digit earnings growth in 2026.
Netflix, meanwhile, traded near $93 Wednesday, up 5% year-to-date after recent weakness tied to its role in the bidding war for Warner Bros. Discovery Inc (NASDAQ:WBD) assets.
The stock is still well below its 52-week high, even after a third-quarter that featured 17% revenue growth to $11.51 billion and record ad sales, though earnings per share missed estimates. Netflix has guided to another solid holiday period, pointing to a deep slate and growing advertising demand.
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For investors, the lull between Christmas and New Year’s is less about box-office bragging rights and more about engagement. How many households click on a Disney classic or Netflix holiday rom-com while gifts are still under the tree?
What To Watch: On screen, engagement is driven by familiar favorites. Disney+ leans on staples like “Home Alone,” “The Santa Clause” and “The Muppet Christmas Carol,” while Netflix counters with originals “Klaus,” “Jingle Jangle: A Christmas Journey” and the “A Christmas Prince” trilogy.
With both companies leaning on streaming as their growth engine, strong holiday viewing could set the tone for 2026, and give these stocks a touch of holiday magic.
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