DIS Shareholders and Stock Info ONLY

[RivShore]

https://finance.yahoo.com/video/why-nfl-buy-abc-analyst-173955392.html

Why the NFL should buy ABC: Analyst
Nicholas Jacobino and Akiko Fujita
Mon, October 9, 2023 at 12:39 PM CDT

DIS +2.14%

NFL contracts with their media distributors currently goes through the 2033 season, and since Disney CEO Bob Iger (DIS) recently announced he will be taking an "expansive" look into traditional TV assets, Laura Martin, Needham & Co. Senior Media & Internet Analyst, believes that the NFL has a lucrative opportunity to buy ABC from the media giant.

She joins Yahoo Finance to discuss her reasoning as well as the recent news of Nelson Peltz's decision to increase Trian Management's position in Disney.

Martin argues the NFL needs "to take a stronger hand in making sure linear TV survives or they're not going to have alternate bidders in 2032 and they're not going to have team values because the team values come from broadcast TV license fees," especially as media conglomerates move further into non-linear streaming.

For more expert insight and the latest market action, click here to watch this full episode of Yahoo Finance Live.

Well that's a different take...that will never happen in my opinion.

 

[wabbott]

Bernstein's Laurent Yoon explains why Disney is an attractive investment
CNBC Television

 

[Cfabar1]

Peltz undoubtedly feels that Iger hasn't delivered. I am sure many of us see the low numbers in our stock and don't disagree....

 

[PolymerSkywalker]

So how does this Nelson Peltz thing end?

 

[New Mouse]

Peltz undoubtedly feels that Iger hasn't delivered. I am sure many of us see the low numbers in our stock and don't disagree....

To be fair it's the entire board that hasn't delivered

 

[PolymerSkywalker]

I think Iger needs to make a public statement that he is committed to remove Disney from all culture war battles and that he plans to return Disney to the good clean family friendly entertainment company that everyone remembers from their childhood. He simply needs to say he is not willing for Disney to engage in any of this divisive stuff any more going forward.

He alluded to some of this during a financial interview he did recently.

 

[ChipnDale79]

I think Iger needs to make a public statement that he is committed to remove Disney from all culture war battles and that he plans to return Disney to the good clean family friendly entertainment company that everyone remembers from their childhood. He simply needs to say he is not willing for Disney to engage in any of this divisive stuff any more going forward.

He alluded to some of this during a financial interview he did recently.

Not everyone agrees to what “good clean family entertainment is.”

 

[PolymerSkywalker]

Ok how about this then, the kind of non-divisive entertainment like they were making when the company was printing money. Original Lion King, Original Little Mermaid, Original Aladdin, Cars, Toy Story, Original Beauty and the Beast, etc.

The number one show on Disney+ by a huge margin is Bluey. Do you see anything whatsoever divisive about Bluey? Their Disney+ customers are literally telling them what they want more of.

 

[PolymerSkywalker]

This is the most watched show on Disney+ by a huge margin. So at least that significant portion of the viewing public agrees as to what clean family friendly entertainment looks like.

 

[irlandaise]

View attachment 800604

This is the most watched show on Disney+ by a huge margin. So at least that significant portion of the viewing public agrees as to what clean family friendly entertainment looks like.

Elemental also "exudes and exemplifies the values of family and what it means to love, learn, and support each other," yet some reactionaries got all in a lather because one of the characters referred to another character as his "sib" instead of his "sister." Are you suggesting that Disney should avoid even such tame terminology simply because it triggers a few talk-show hosts to manufacture outrage about a film not being "family friendly"?

 

[clarker99]

Peltz undoubtedly feels that Iger hasn't delivered. I am sure many of us see the low numbers in our stock and don't disagree....

Iger hasn’t even been back a year.

 

[Elijah Abrams]

So how does this Nelson Peltz thing end?

Peltz becomes Disney's new CFO?

 

[wabbott]

https://www.msn.com/en-us/money/companies/why-nelson-peltz-grew-impatient-with-disneys-turnaround-efforts/ar-AA1hWPqe​

Why Nelson Peltz Grew Impatient With Disney’s Turnaround Efforts​

Activist adds shares, while the company plans changes to ESPN and Hulu​

By Robbie Whelan and Jessica Toonkel
Oct. 9, 2023 8:25 pm EDT

Nelson Peltz said his proxy fight against Disney was over in February, but Bob Iger knew the activist investor might return.

The Disney CEO remained in direct contact with Peltz this year, seeking to reassure him that Disney’s $5.5 billion in budget cuts and elimination of 7,000 jobs were progressing quickly, according to people familiar with the matter.

Iger spoke to Peltz, co-founder of Trian Fund Management, on the phone in May after Disney’s second-quarter earnings report, in which the company reported that it reduced losses in its streaming business, and tried to reassure him that the cost-saving plan was working, these people said.

As the share price declined over the summer, however, the Trian team lost confidence in Disney’s ability to right the ship, even as the company’s board in July extended Iger’s contract through 2026, according to people familiar with the matter.

When Wall Street analysts began reducing their target price for Disney shares, it caught Peltz’s attention and contributed to his sense that Disney wasn’t on a path to financial health, according to people familiar with the matter. The company’s stock closed at $78.32 last Wednesday, its lowest level in more than nine years.

The activist is seeking several board seats, including one for Peltz, and wants the board to be more focused, accountable and aligned with shareholder interests, The Wall Street Journal reported Sunday.

Disney shares, which have traded under $100 for most of the year, rose 2.1% to $84.70 Monday, more than the S&P 500. Peltz’s Trian Fund Management has boosted its stake in Disney to around 30 million shares, making the hedge fund one of Disney’s largest shareholders.

Iger has made progress with some of his stated goals to reduce costs and make streaming profitable, but struggled with others. Since announcing in July that the company is seeking a strategic partner for ESPN, the sports unit has held discussions with a range of organizations, including professional sports leagues and telecom providers.

Elsewhere, an effort to fold Hulu into Disney+ has been slowed by delays, according to people familiar with the matter. Some features designed to attract customers to a planned new Disney+ and Hulu bundle won’t be available when the Hulu tile within Disney+ debuts later this year.

Overseas, Disney has begun to have discussions about selling all or a stake of its Disney India business, as The Wall Street Journal first reported.

Here is an update on some of the initiatives Iger has so far set in motion.

ESPN has said it is preparing to transform the network into a fully direct-to-consumer streaming service in coming years. Meanwhile, Iger has taken steps to bolster ESPN’s finances and attract new viewers, especially younger males.

The company has explored pacts with the National Football League and National Basketball Association in which the leagues would supply programming and assets in exchange for small equity stakes in ESPN, according to people familiar with the situation.

In the case of the NFL, the league could contribute assets such as the NFL+ subscription service, which has mobile rights to many games, while the NBA could contribute the NBA League Pass package, a subscription service that lets fans watch games outside their home markets.

Such partnerships could help ESPN add even more programming to its new app, broadening its appeal. ESPN also has talked to Major League Baseball about a deal that would give it the right to stream local telecasts in some markets.

Those talks are very early, the people cautioned, and might not go anywhere. Under any such arrangement, Disney, which owns 80% of ESPN, would maintain majority control, and Hearst, which owns 20%, would maintain its stake.

ESPN is also exploring adding a distribution partner to help market the new service, and has had talks with Verizon and T-Mobile.

Iger said in February that Disney might not be interested in buying the remaining third of the Hulu streaming video service it owns with Comcast, but months later reversed course and said it would pull the service closer to its core Disney+ streaming service.

A plan to integrate Hulu into Disney+ has hit roadbumps and in April was delayed amid companywide cost cuts and layoffs and a growing to-do list for the company’s technology development teams.

The tech team working on integrating the streaming service into Disney+ pushed the project deadline to the end of the year from September, the people said. Key features designed to attract new customers to its newly launched Hulu/Disney bundle have been delayed until March.

When the new Hulu tile launches, it will not include all the content currently on the platform—Disney is still negotiating some licensing agreements for shows and movies. It also won’t immediately offer some functionalities, such as personalization of Hulu programming based on a subscriber’s past Disney+ viewing, as initially planned.

Disney has projected that these features, as well as one that would prompt viewers to sign up for a new Hulu/Disney+ bundle could draw as many as 150,000 subscribers to a new Hulu/Disney bundle over the next year and potentially generate millions of dollars in revenue, according to a person familiar with the matter.

Disney, like its competitors, is struggling to balance the need to cut costs while growing its streaming services and realizing these two goals can run counter to each other. For Iger, who returned as CEO of Disney last November, being able to make the company’s goal of streaming profitability by September 2024 is seen as crucial.

In August, the company unveiled a round of price increases to its streaming products, raising the cost of the ad-free versions of Disney+ and Hulu by more than 20% each in October, the second round of price hikes in about a year. The latest increase, which takes effect this month, was moved up from December, according to a person familiar with the matter.

Among priorities for the streaming team—whose projects have code-names after Disney characters, such as Yoda for “Yield Optimization Delivery Allocation” or Dory for “Disney Optimization and Revenue Yield”—are rolling out ads internationally and implementing ways to crack down on password sharing.

Write to Robbie Whelan at robbie.whelan@wsj.com and Jessica Toonkel at jessica.toonkel@wsj.com

 

[PolymerSkywalker]

Elemental also "exudes and exemplifies the values of family and what it means to love, learn, and support each other," yet some reactionaries got all in a lather because one of the characters referred to another character as his "sib" instead of his "sister." Are you suggesting that Disney should avoid even such tame terminology simply because it triggers a few talk-show hosts to manufacture outrage about a film not being "family friendly"?

I didn’t say that. I simply said their biggest hit by a massive margin is Bluey. When something works, companies would be smart to emulate the winning strategy.

Bottom line is most parents are very comfortable turning on Bluey for the kids while they cook dinner. I personally think Disney would be smart to emulate that.

 

[ChipnDale79]

I didn’t say that. I simply said their biggest hit by a massive margin is Bluey. When something works, companies would be smart to emulate the winning strategy.

Bottom line is most parents are very comfortable turning on Bluey for the kids while they cook dinner. I personally think Disney would be smart to emulate that.

i think its ok to offer different things for different people. i think thats great actually.

we live in a time that if a certain block of our public doesnt like something; or its not exactly like them, they boycott.

i like that disney tells people its ok to be different.

As a stock holder, Id love to see disney offer up more things to more people. that can only be a good thing.

 

[PolymerSkywalker]

I think a veggie based breakfast cereal would be great and think how much a cereal based on broccoli, kale, and seaweed would improve our childrens diets. Just one little issue, how would the sales of those Veggie Os compare to Cap’N Crunch?

I believe Disney would be smart to give their consumers what they want, if they want to get the stock price out of the gutter that is.

 

[fatmanatee]

Thrilled to see that despite all the chaos happening in TV and streaming, wreaking havoc on other stocks in the same space, this is actually about culture war issues.

 

[ChipnDale79]

I think a veggie based breakfast cereal would be great and think how much a cereal based on broccoli, kale, and seaweed would improve our childrens diets. Just one little issue, how would the sales of those Veggie Os compare to Cap’N Crunch?

I believe Disney would be smart to give their consumers what they want, if they want to get the stock price out of the gutter that is.

what is it that they want?

I think there are people from different walks of life throughout the world, and no matter what they do, someone isnt going to be happy with the content they put out. Watch what you want to watch, but I hope disney keeps putting out content that other people may want to watch also. They have a great track record of creating great content, i see no reason for that to stop.

I think the stock issues are what they are for many reasons. IMO; they've held a short term view on their business for many years, and ignored the long term view, and i think its starting to bite them in the butt.

 

[hertamaniac]

I tend to think it is more about a lack of a diversified corporate portfolio buffering a stock price.

 

[PolymerSkywalker]

what is it that they want?

I think there are people from different walks of life throughout the world, and no matter what they do, someone isnt going to be happy with the content they put out. Watch what you want to watch, but I hope disney keeps putting out content that other people may want to watch also. They have a great track record of creating great content, i see no reason for that to stop.

I think the stock issues are what they are for many reasons. IMO; they've held a short term view on their business for many years, and ignored the long term view, and i think its starting to bite them in the butt.

Well in the specific example I used it is Bluey that the customers appear to want. Bluey is the single most watched programming on Disney+ by a massive margin. I find it interesting that the flagship content on Disney+ is not a Disney made IP at all. Wouldn’t Disney be smart to look at what is watched and look to make more content in a similar realm?