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Jessica Reif Ehrlich

Jessica Reif Ehrlich is a senior analyst at BofA Securities specializing in media and entertainment sectors. She provides research and market insights on major media conglomerates, streaming platforms, and industry trends. Ehrlich is recognized for her deep knowledge of the evolving media landscape, including the impact of technology, mergers, and shifting consumer behavior on the sector.

Spotify Stock Rallies Almost 10% on Easing Margin Concerns: Analyst
Spotify Stock Rallies Almost 10% on Easing Margin Concerns: Analyst
Disney's Q4 Should Look Healthy. Its 2027 Film Slate Is the Harder Setup, Analyst Says
Disney's Q4 Should Look Healthy. Its 2027 Film Slate Is the Harder Setup, Analyst Says
Netflix Stock At 52-Week Lows: Analysts Highlight ‘Significant’ Long-Term Opportunity
Netflix Stock At 52-Week Lows: Analysts Highlight ‘Significant’ Long-Term Opportunity
Disney's Q4 Should Look Healthy. Its 2027 Film Slate Is the Harder Setup, Analyst Says
Disney's Q4 Should Look Healthy. Its 2027 Film Slate Is the Harder Setup, Analyst Says
Netflix Stock At 52-Week Lows: Analysts Highlight ‘Significant’ Long-Term Opportunity
Netflix Stock At 52-Week Lows: Analysts Highlight ‘Significant’ Long-Term Opportunity
Comcast’s NBCUniversal Spin-Off Increases Potential For Merger With This Telecom Giant
Comcast’s NBCUniversal Spin-Off Increases Potential For Merger With This Telecom Giant
Netflix Defies Market Sell-Off As BofA Reaffirms Bullish Outlook, NFL Streaming Slate Expands
Netflix Defies Market Sell-Off As BofA Reaffirms Bullish Outlook, NFL Streaming Slate Expands

Jessica Reif Ehrlich Recent News

Warner Bros. Discovery Shows Off Momentum For Studios In Q3, Will Lost Bid On Village Roadshow Hurt Future Results?
Warner Bros. Discovery Shows Off Momentum For Studios In Q3, Will Lost Bid On Village Roadshow Hurt Future Results?
Warner Bros. Discovery gets good and bad news for its studios segment with strong quarterly results coming as it loses a bid on assets.
Comcast Faces Wave Of Downgrades As Broadband Outlook Darkens
Comcast Faces Wave Of Downgrades As Broadband Outlook Darkens
Comcast (NASDAQ: CMCSA) reported upbeat Q3 results, but analysts downgraded the stock and cut price targets due to broadband challenges and investments.
Netflix Stock Selloff A 'Buying Opportunity': Analysts See Continued Outperformance
Netflix Stock Selloff A 'Buying Opportunity': Analysts See Continued Outperformance
Netflix missed analyst estimates for revenue and earnings per share in the third quarter. Analysts see the advertising growth ahead offsetting any concerns.
Disney Q3 Earnings Preview: Turnaround Continues, Can Company 'Take It To Another Level?'
Disney Q3 Earnings Preview: Turnaround Continues, Can Company 'Take It To Another Level?'
Disney stock is up year-to-date and showing a nice turnaround over the last year. Will the momentum continue in Q3?
Warner Bros. Analyst Sees Rebound Ahead: Box Office Gains, DC Relaunch, Spin-Off Plan Could Unlock Hidden Value
Warner Bros. Analyst Sees Rebound Ahead: Box Office Gains, DC Relaunch, Spin-Off Plan Could Unlock Hidden Value
Bank of America maintains Buy rating for Warner Bros. Discovery with $16 price target. Anticipates strong Q2 earnings, relaunch of DC Universe.
Warner Bros Spin-Off Could Unlock Hidden Value As Ads Rebound, Streaming Gains Momentum: Analyst
Warner Bros Spin-Off Could Unlock Hidden Value As Ads Rebound, Streaming Gains Momentum: Analyst
Analyst maintains Buy on Warner Bros. Discovery with price target of $14, citing compelling assets and upcoming catalysts.
Disney Q2 Earnings Preview: Streaming, Theme Parks, Box Office Key Items To Watch
Disney Q2 Earnings Preview: Streaming, Theme Parks, Box Office Key Items To Watch
Analysts and investors will be looking at DTC and theme parks as two key topics for Disney's Q2 results. Box office could also play into the conversation with strength and weakness.
Netflix Q1 Earnings Preview: No Subscriber Figures, Experts See Shares As 'Safer Haven In This Tariff War Environment'
Netflix Q1 Earnings Preview: No Subscriber Figures, Experts See Shares As 'Safer Haven In This Tariff War Environment'
Without a break out of subscriber figures, investors and analysts could be looking to future guidance and monetization efforts when Netflix reports Q1 results.
Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue
Walt Disney's DTC Business Outshined, Analysts Expect Momentum To Continue
Disney (DIS) reported upbeat quarterly results. Analysts have a positive outlook on the company's DTC business.
Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say
Comcast Q4 Beat Overshadowed By Broadband Loss; Pain To Continue, Analysts Say
Comcast reports Q4 results, with earnings beating estimates and a surge in Peacock subscribers. Analysts have mixed opinions on the stock, with some downgrading and others reaffirming a Buy rating.
Netflix Stock 'Firing On All Cylinders': 10 Analysts React To Q4 Beat, Guidance, Price Increases
Netflix Stock 'Firing On All Cylinders': 10 Analysts React To Q4 Beat, Guidance, Price Increases
Netflix analysts raise their price targets after a record quarter of subscriber growth and strong catalysts ahead.
Warner Bros. Discovery NBA Deal 'Best Case Scenario': Analyst Says Renewal Structure Could Boost Annual Profit
Warner Bros. Discovery NBA Deal 'Best Case Scenario': Analyst Says Renewal Structure Could Boost Annual Profit
Warner Bros. Discovery reaching a deal with the NBA that includes some international rights and licensing of "Inside the NBA" could be a win.
iHeartMedia Announces Debt Restructuring, Analyst Turns Bullish And Raises Forecast
iHeartMedia Announces Debt Restructuring, Analyst Turns Bullish And Raises Forecast
iHeartMedia's debt restructuring has boosted given the company more runway to improve operations. Analyst upgraded rating to Neutral, raises PT to $3.
Netflix 'Should Continue To Outperform': 6 Analysts On Streaming Stock's Q3 Earnings
Netflix 'Should Continue To Outperform': 6 Analysts On Streaming Stock's Q3 Earnings
Netflix's Q3 results, guidance and price increase catalyst have analysts excited for the fourth quarter and 2025, with price target increases coming Friday.
Fox Stock Thrives On Sports, Politics Strategy: Analyst Says It Will 'Weather Secular Headwinds'
Fox Stock Thrives On Sports, Politics Strategy: Analyst Says It Will 'Weather Secular Headwinds'
A Fox analyst raises the price target ahead of the 2024 election with the media company set to benefit from politics and sports.
Disney Q3 Earnings Preview: Disney+ Subscribers, Price Hikes In Focus, Could Box Office Success Rally Shares?
Disney Q3 Earnings Preview: Disney+ Subscribers, Price Hikes In Focus, Could Box Office Success Rally Shares?
Disney stock could trade higher after Q3 results Wednesday with box office success and Disney+ streaming likely key topics to watch.
Spotify Smashes Gross Margin Guidance, Analysts Expect 'Continued Momentum'
Spotify Smashes Gross Margin Guidance, Analysts Expect 'Continued Momentum'
Spotify reports strong Q2 results, exceeding expectations for gross margins, operating income, and free cash flows. Analysts raise rating and price targets.
Disney 'Bringing Back Box Office Magic': Analyst Praises 'Inside Out 2' Performance, Looks Ahead To 'Deadpool,' 'Moana 2,' 'Mufasa'
Disney 'Bringing Back Box Office Magic': Analyst Praises 'Inside Out 2' Performance, Looks Ahead To 'Deadpool,' 'Moana 2,' 'Mufasa'
The strong box office performance of "Inside Out 2" could show Disney's box office magic returning, an analyst said.
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