Walt Disney (DIS)

[behappyalways]

Where Is Everyone? Disney World "Just About Empty"
https://www.zerohedge.com/markets/where ... bout-empty

[behappyalways]

Disney Beclowns Itself After Calling Leaked Snow White Pics 'Fake'
https://www.zerohedge.com/political/dis ... -pics-fake

[winston]

The Disney Magic Will Return. It’s Time to Buy the Stock.

A renewed focus on lower costs and doing what it does best could help the media titan’s shares recover from a long slump.

By Nicholas Jasinski

With his contract extended for two years, until 2026, Iger has time to implement his vision for the company, one that centers on two pillars: streaming and theme parks.

Everything else, including Disney’s cable channels, could be on the table for a possible sale.

Disney is also taking steps to ensure that its earnings return to a more sustainable path.

Costs have been cut, shows canceled, and a course forward—one that focuses on what Disney does well and profitably—charted.

Source: Barron's

https://www.barrons.com/articles/buy-di ... e_20230729

[behappyalways]

Disney Streaming Subs Miss, As Company Surprises With Huge Price Hike, Slashes CapEx Outlook
https://www.zerohedge.com/markets/disne ... shes-capex

[winston]

not vested

Millionaire 'Shark Tank' investor explains why he's betting big on Disney

by COLETTE BENNETT

Robert Herjavec: I think there are way too many streaming channels, and we're gonna have a big shakeout. "The people that are gonna survive are the ones that have the brand that can have price elasticity."

If I took Disney off my streaming service my 5-year old twins would go crazy. So they can raise the price by 20%, 30% -- they can raise it next year, I will pay, consumers will pay. That's not true of all the streaming apps."

Source: The Street

https://www.thestreet.com/investing/sto ... ar%2Bstock

[behappyalways]

$DIS theme parks are in a league of their own
https://twitter.com/Mayhem4Markets/stat ... 4690397186

[winston]

not vested

The entertainment giant’s film studios, theme parks, cruise ships, and streaming services give its shareholders many ways to win.

Disney’s timeless characters and storylines are an unmatched collection of intellectual property. The media juggernaut excels at monetizing these valuable assets as it adapts to changing times.

That adaptability will be vital as CEO Bob Iger seeks to transition Disney to its streaming-based future. Iger has some big decisions to make.

Cable bundles still generate a lot of cash for the company. But cord-cutting is taking a toll. Meanwhile, Disney’s streaming services are growing steadily.

Iger could look to sell Disney’s 80% stake in ESPN. Apple has been rumored to be a potential suitor. A sale could bring as much as $40 billion into Disney’s coffers, according to Morgan Stanley.

Those funds could be used to pay down Disney’s $47 billion debt load, as well as return capital to shareholders via stock buybacks and dividends.

Regardless of what Iger decides to do with ESPN, streaming will remain a key part of Disney’s growth strategy. Disney+ already has more than 105 million subscribers. The company also owns two-thirds of Hulu, which has another 48 million subscribers.

Iger is reportedly also considering an acquisition of Comcast‘s one-third stake in Hulu. A deal could make it easier to combine Disney+ and Hulu into a more integrated offering. It could also accelerate Disney’s efforts to achieve profitability across its streaming operations.

With multiple ways to create value for its long-term shareholders, Disney is an intriguing buy today.

Source: Daily Trade Alert

[behappyalways]

Disney Stock Plunges To 9 Year Lows After Multiple Woke Box Office Failures
https://www.zerohedge.com/economics/dis ... e-failures

[winston]

not vested

Forget everything you hear about Walt Disney stock
Yes, it has problems, but the Mouse House also has one massive edge over its rivals.

by DANIEL KLINE

People simply go to the movies less and that's not going to change.

Iger must also figure out a business model for ESPN as the cable universe collapses and the company loses hundreds of millions of dollars each month it used to collect from cable companies.

Add in the company's political battles in Florida, questions about the cost of content for the Disney+ streaming service, and general economic concerns hurting theme park attendance.

Source: The Street

https://www.thestreet.com/investing/yes ... m_content=

[winston]

not vested

Disney Struggles As Stock Falls To 9-Year-Low And Park Attendance Slows — Wall Street Asks, 'Why Not Make A Clean Break?'

by Jeannine Mancini

Disney's parks business is showing signs of slowing down, its linear TV division is on a decline, Disney+ subscriber growth has lost momentum and Disney appears to have lagged behind its competitors at the box office,

Iger has identified three pillars that will drive Disney’s growth in the coming years:
1. Film studios
2. The parks and
3. Streaming.

ESPN, in particular, is set to undergo a full transition to become a direct-to-consumer platform.

Nevertheless, analysts and media experts warn that this journey could be challenging, primarily because of the high costs of sports rights and the potential resistance from consumers who already subscribe to multiple streaming services.

Source: Benzinga

https://finance.yahoo.com/news/disney-s ... 12254.html