Stockideas

Disney
(NYSE:DIS)
Disney

The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. The company's Media Networks segment operates domestic cable networks under the Disney, ESPN, Freeform, FX, and National Geographic brands; and television broadcast network under the ABC brand, as well as eight domestic television stations. This segment is also involved in the television production and distribution. Its Parks, Experiences and ...
Founded: 1923
Full Time Employees: 182,700
CEO: Bob Iger  (Nov 2022~)
CFO: Christine M. McCarthy 
Sector: Entertainment
Industry: Entertainment
Next Earnings Date: 2023-02-08
Stock price: $99.41 (+0.84%)
dis stock
By: barbapapa lazy guy   💬 25   
   on Nov 22, 2022

Good company. waiting for Bob to do something to bring this company back to life. $dis


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Market like this Bob
By: barbapapa lazy guy   💬 25   
   on Nov 21, 2022

So far market likes this Bob. I mean the other Bob.

https://i.imgur.com/YQVJmMf.png $dis


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dis
By: liszt lazy guy   💬 10   
   on Nov 21, 2022

https://gizmodo.com/disney-ceo-bob-iger-replace-chapek-lucasfilm-marvel-1849807049

Bob is back to replace Bob. $dis


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dis
By: tachyon Very lazy guy   💬 23   
   on Nov 16, 2022

I've always wanted to to go to Disneyland, it might be a good idea to buy some $dis now for cheap and sell later and go to Disney.


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Walt Disney
By: lecirquetora lazy guy   💬 5   
   on Jan 03, 2022

疫情平息後實體樂園收入應該可以提升,關注Disney+訂閱收入是否持續成長或有放緩隱憂。留意2022漫威與星戰系列電影是否有大作推出。


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Tourism stocks is coming back
By: ssmlee04 Community Lead :))   💬 98   
   on Feb 27, 2021

The tape this week is literally saying COVID is going to be a thing of the past. And once this is over you'd just do whatever it takes to get away from your family or your house. And maybe that's why tourism stocks are up a lot this week.

Disney reached all time high already. Even Airbnb rallied on a 20% decrease in revenue yoy. These are signs that the tourism would be coming back.

mildly bullish on tourism in the medium term $ual $dal $aal $dis $abnb


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Disney+ price set to rise $3 a month next year
By: ssmlee04 Community Lead :))   💬 98   
   on Dec 12, 2020

https://www.cbc.ca/news/business/disney-price-set-to-rise-3-a-month-next-year-1.5837615

This is a tricky piece of information because they have less content than Netflix to begin with. And they're not able to create new content as fast as Netflix can. But this news is good for Disney stocks in the short term because it seems to say its revenue/profits would jump 30% overnight sometime next year even if a price hike might hurt their long term profitability.

The thing is nowadays if you have Netflix you can watch cartoons like Peppa pigs and Paw patrol or many other things. You used to have some incentive to subscribe to Disney+ for your kids but that incentive gets lower and lower every day as more cartoons are added to Netflix. And with Netflix, you can watch so many other things.

So in my opinion a price hike for Netflix makes a lot of sense because they're the no.1 in streaming TV. But not sure it's the same for Disney. I used to subscribe to their Disney+ for a month and then cancelled it because of lack of contents. Now I can't even imagine the possibility to ever going to subscribe to their service again.

I'll continue to stay away from this but there might be some upsides to Disney stocks for now.

$DIS


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Walt Disney
By: lux0906 Handsome Guy   💬 8   
   on Aug 05, 2020

strong base view, has a lot of IPs. Disney+ is a plus. looking forward about the Disney land reopen and all the movies keeping produce.


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Disney is still dormant in this coming spring
By: moodyzhan Senior Financial Consultant   💬 6   
   on Mar 03, 2020

Due to the spread of COVID all over the world, Disney $DIS has closed almost half of its theme parks in Shanghai, Hongkong, Tokyo. Disney owns six entertainment parks, and I believe the rest parks will face the same threaten sooner or later. Some of the 2020 Disney movies showtimes, including 'Mulan', are postponed because of the coronavirus. Obviously, we could predict the 4 Disney star cruises regarding what happened in Princess Diamond Cruise. Disney has four main business segments: Media Network, Parks and Resorts, Studio Entertainment, Consumer Products, and interactive entertainment. Except for the new arising consumer products and interactive entertainment (streaming) probably could stay what it stands( $NLFX), the other three parts are going to take a substantial pressure, which definitely impacts the coming Q2-Q3 in 2020. I am always a fan of Disney and I hope the combat to coronavirus could be ended soon and Disney will be awakened from the dormancy.


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Disney
By: ssmlee04 Community Lead :))   💬 98   
   on Feb 05, 2020

Disney reported earnings of $1.53 per share on revenue $20.86 billion. This is better than the the expectation.

Disney+ also generated $3.99 billion revenue with 25m users. Those are really good numbers. Even though I don't use Disney+ it seems a lot of people are using it. Maybe there's a lot of people with kids or watch Marvel movies who would subscribe to this service.

It seems Disney+ is a success so far. Also waiting for their Fox acquisition to bring good news to the company this year.

long $DIS


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A little disappointed with Disney+
By: moodyzhan Senior Financial Consultant   💬 6   
   on Dec 10, 2019

After I tried 7 days trial for Disney+, I cancel the subscription. I have to say if you have a family with kids, that may be your choice, otherwise it is hard to compete with $NFLX with few adults movies. If $DISDisney still focus on kids for streaming business, it has to think about it. But I think it has a big plan for the late stage.


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Disney+ Hits Estimated 3.2 Million App Downloads and 10 Million users on Launch Day
By: ssmlee04 Community Lead :))   💬 98   
   on Nov 16, 2019

https://www.wsj.com/articles/disney-reports-10-million-users-for-its-new-disney-streaming-service-11573669650

Disney+ seem to be doing well since launch. 10m+ subscribers after day1. Pricing $6.99 a month is quite cheap compared to Netflix $NFLX. But in my opinion the two are not really competing with each other. They are both quite cheap. It won't hurt to have two subscriptions at the same time it still cost way less than traditional cable TVs.

Also this

https://variety.com/2019/digital/news/disney-plus-3-2-million-app-downloads-launch-day-1203403411/

Disney Plus Hits Estimated 3.2 Million App Downloads on Launch Day. Disney has been very hard to trade but overall the momentum is still going up.

continue to long $DIS


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Disney Shines in Q4, Thanks to a Strong Film Slate
By: raspberry lazy guy   💬 31   
   on Nov 10, 2019

https://www.nasdaq.com/articles/disney-shines-in-q4-thanks-to-a-strong-film-slate-2019-11-09

Let's wait for Frozen 2 and Star Wars then. Coming soon. $DIS


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DIS
By: ssmlee04 Community Lead :))   💬 98   
   on Oct 03, 2019

Great company. Fox merger would make it more profitable in the future without a question. Waiting for Forzen 2 results to kick in later this year.


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NFLX
By: alphagamma lazy guy   💬 3   
   on Aug 21, 2019

Waiting for Disney $dis streaming service and maybe I can get reduced subscription fees. Completion is good for the consumers.:)


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Disney Earnings report
By: ssmlee04 Community Lead :))   💬 98   
   on Aug 08, 2019

Revenue is up 33% yoy in the 1st quarter, and it seems all the channels like TV or movies are showing strong growth. International revenue is going up really fast and resorts revenue are climbing steadily which are also good. However there is a great drop in earnings probably related to 55% increase in the costs and expenses and according to the ER those are directly related to the FOX acquisition. What concerns me a bit is they have a series of movie hits this year (Aladdin, Avengers, Toy Story) and this doesn't get translated into earnings. Bear in mind Avengers Endgame is almost the highest-grossing movie ever made and even that is not enough to get the earnings figures close to analyst estimates. This is kind of strange to me. I guess there's no much I can do now I am still holding on to my position and hopefully things would turn out to be good before the end of the year Frozen 2 release.


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Disney
By: christopher lazy guy   💬 13   
   on Apr 12, 2019

Disney breakout from a mult-year flag pattern today. Many of the lows are made of very long tail candlesticks. With frozen 2, Avengers and Distney+ in the pipeline it looks like it has many good years ahead.


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