DreamWorks Animation's (NASDAQ:DWA) fourth-quarter earnings came in lower than expected, with its movie Turbo taking the blame. Despite pulling in $280 million internationally, the cost to produce the film meant that just wasn't enough. And with the stock up more than 100% in the past year, the market will look poorly on any earnings miss.

In this story from Wednesday's Investor Beat, host Chris Hill and Motley Fool analyst Bill Barker look at DreamWorks over the past year, and what it has moving ahead. While Chris is less than optimistic that its next feature, Mr. Peabody & Sherman, will be a game-changer for the company, Bill notes that this game is more about expectations than performance

But enough about the big screen. Who's going to win the war over your TV?
You know cable's going away. But do you know how to profit? There's $2.2 trillion out there to be had. Currently, cable grabs a big piece of it. That won't last. And when cable falters, three companies are poised to benefit. Click here for their names. Hint: They're not Netflix, Google, and Apple.

Bill Barker owns shares of Apple and Google. Chris Hill has no position in any stocks mentioned. The Motley Fool recommends Apple, DreamWorks Animation, Google, and Netflix and owns shares of Apple, Google, and Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.