DIS Shareholders and Stock Info ONLY

[Cfabar1]

I'd rather not have Andrew Wilson as Disney CEO, because he’ll end up turning the company into EA, and that would not be good for Disney fans and consumers.

While he is likely an extremely talented executive, it does not feel to me like the right pick. I think they need a film guy.

 

[wabbott]

https://finance.yahoo.com/news/paramount-shareholder-mario-gabelli-asks-210900009.html

Paramount Shareholder Mario Gabelli Asks FCC to Pause Skydance Deal to Internally Review Potential ‘Violations’

by Lucas Manfredi - The Wrap
Tue, November 12, 2024 at 3:09 PM CST

 

[Elijah Abrams]

While he is likely an extremely talented executive, it does not feel to me like the right pick. I think they need a film guy.

I definitely agree with you! Andrew Wilson is more of a corporate guy. It should be either Alan Bergman or an executive from another film studio.

I also heard from Deadline (I don’t think that HokieRaven put up the full article in his comment about it) that Disney is looking to do a dual CEO setup like Netflix, even getting help from Netflix co-CEO Ted Sarandos.

While it remains unusual in corporate America, the notion of a dual CEO setup akin to what Netflix has used in recent years is reportedly on the table at Disney. Iger contacted Netflix Co-CEO Ted Sarandos to get his thoughts about the structure and was told that it works well at the streaming giant because of its culture of transparency and candor, the Journal reported.

 

[BrianL]

I'd rather not have Andrew Wilson as Disney CEO, because he’ll end up turning the company into EA, and that would not be good for Disney fans and consumers.

Right? I mean, EA is a trainwreck!

 

[Elijah Abrams]

Right? I mean, EA is a trainwreck!

The only modern EA games I did enjoy playing are Unravel, Unravel Two, Star Wars Jedi: Fallen Order, and Star Wars Jedi: Survivor.

 

[wabbott]

https://finance.yahoo.com/news/inside-skydance-media-financials-david-140000880.html

Inside Skydance Media’s Financials: David Ellison’s Studio Has Mostly Lost Money Since 2021

by Lucas Manfredi - The Wrap
Wed, November 13, 2024 at 8:00 AM CST

 

[etherealcaitiff]

I'd rather not have Andrew Wilson as Disney CEO, because he’ll end up turning the company into EA, and that would not be good for Disney fans and consumers.

Wilson has done a fine job for stockholders, but he's one of the most despised CEOs I've ever seen from the customer's perspective. As much as I don't like it as a customer, he might be exactly what's needed for Disney (as a business). He can take the heat of the Disney mob fanbase when it comes to making unpopular decisions that are best for business, and he isn't afraid to take drastic measures. He's also very experienced in mergers and acquisitions. Again, hate it as a fan, understand it from an investor's POV.

 

[namelessoracle]

Wilson has done a fine job for stockholders, but he's one of the most despised CEOs I've ever seen from the customer's perspective. As much as I don't like it as a customer, he might be exactly what's needed for Disney (as a business). He can take the heat of the Disney mob fanbase when it comes to making unpopular decisions that are best for business, and he isn't afraid to take drastic measures. He's also very experienced in mergers and acquisitions. Again, hate it as a fan, understand it from an investor's POV.

Everything people claim to hate about Chapek? He is that times 100. But part of Chapek's problem was half measures, he was a cost cutting guy but Iger still had too much control of the company for him to do so. Some of the talent are losing money and aren't performing and Wilson will want to ruthlessly cut them down. He will also seek to "maximize monetization" of the parks and experiences.

I cant see anyone good willing to be CEO with Iger continuing on with his shadow CEO nonsense.

 

[wabbott]

 

[HokieRaven5]

https://thewaltdisneycompany.com/app/uploads/2024/11/q4-fy24-earnings.pdf

Financial Results for the Quarter and Full Year:
• Revenues increased 6% for Q4 to $22.6 billion from $21.2 billion in the prior-year quarter, and 3% for the year to $91.4 billion from $88.9 billion in the prior year.
• Income before income taxes declined 6% to $0.9 billion in Q4 from $1.0 billion in the prior-year quarter and increased 59% for the year to $7.6 billion from $4.8 billion in the prior year.
• Diluted earnings per share (EPS) for Q4 increased 79% to $0.25 from $0.14 in the prior-year quarter, and for the year more than doubled to $2.72 from $1.29 in the prior year.
Key Points:
• We achieved strong 23% growth in total segment operating income(1) for Q4 and 21% for the year, and 39% growth in adjusted EPS(1) to $1.14 from $0.82 for Q4 and 32% to $4.97 from $3.76 for the
year.
• Entertainment segment operating income improved significantly, to $1.1 billion, up $0.8 billion in Q4 versus the prior-year quarter.
• Entertainment DTC delivered 14% ad revenue growth in Q4, contributing to $253 million in operating income, and our combined DTC streaming businesses improved their profitability in Q4, with
operating income(1) of $321 million.
• We ended the quarter with 174 million Disney+ Core and Hulu subscriptions, and more than 120 million Disney+ Core paid subscribers, an increase of 4.4 million over the prior quarter.
• Pixar’s Inside Out 2 and Marvel’s Deadpool & Wolverine broke numerous box office records and helped drive $316 million in operating income at Content Sales/Licensing and Other in Q4.
• Sports segment operating income was $0.9 billion, a decline of $0.1 billion compared to the prior- year quarter. Domestic ESPN advertising revenue in Q4 grew 7% versus the prior-year quarter.
• The Experiences segment had record revenue and operating income for the full year. In Q4, Experiences revenue increased $0.1 billion, or 1%, and operating income of $1.7 billion was a decline of $0.1 billion, or 6% compared to the prior-year quarter. Domestic Parks & Experiences operating
income increased in Q4, on comparable attendance to the prior-year quarter, driven by higher guest spending, partially offset by higher expenses and costs related to new guest offerings driven by Disney Cruise Line. International Parks & Experiences operating income declined in Q4.

 

[wabbott]

https://finance.yahoo.com/quote/DIS/


109.45 +6.73 (+6.55%)
Pre-Market: 7:08 AM EST

 

[HokieRaven5]

Guidance and Outlook:
• We are confident in the long-term prospects for the business and believe we are well positioned for
growth.
• Fiscal 2025:
◦ High-single digit adjusted EPS(1) growth compared to fiscal 2024
◦ Approximately $15 billion in cash provided by operations
◦ Approximately $8 billion of capital expenditures
◦ Target dividend growth that tracks our earnings growth
◦ Targeting $3 billion in stock repurchases
◦ Entertainment: Double digit percentage segment operating income growth compared to fiscal
2024, weighted to the first half of the year
▪ Entertainment DTC operating income increase of approximately $875 million versus fiscal 2024, which includes a comparison to an adverse impact of our India DTC business of approximately $200 million on fiscal 2024 Entertainment DTC results
▪ Modest decline in Q1 Disney+ Core subscribers versus Q4
▪ Q1 Content Sales/Licensing and Other operating income relatively in-line with Q4
◦ Sports: 13% segment operating income growth compared to fiscal 2024 on a reported basis. Adjusting for the impact of our India business on Sports’ fiscal 2024 results, operating income is expected to decrease approximately 10%
◦ Experiences: 6% to 8% segment operating income growth compared to fiscal 2024, weighted to the second half of the year
▪ Q1 operating income adversely impacted by approximately $130 million due to Hurricanes Helene and Milton and approximately $90 million due to Disney Cruise Line pre-launch costs
• Fiscal 2026(2):
◦ Double digit adjusted EPS(1) growth
◦ Double digit growth in cash provided by operations
◦ When comparing to our fiscal 2025 guide, we expect:
▪ Entertainment: Double digit percentage segment operating income growth; 10% operating margin for our Entertainment SVOD DTC businesses (excluding our Hulu Live DMVPD service)(1)
▪ Sports: Low single digit percentage segment operating income growth
▪ Experiences: High single digit percentage segment operating income growth
• Fiscal 2027:
◦ Double digit adjusted EPS(1) growth

 

[HokieRaven5]

Seems like some real improvement for Comcast from last quarter. Curious to see the comparison after Disney reports.

Q4 Experiences:

Revenue up 1%
OI down 6%

Domestic Revenue up 3%
OI up 5%

International Revenue down 5%
OI down 32%

For comparison to Q3:

Revenue up 3%
OI down 3%

Domestic Revenue up 3%
OI down 6%

International Revenue up 5%
OI up 2%

 

[clarker99]

Domestic Parks out here killing narratives.

 

[HokieRaven5]

10-K Filing with the SEC:

https://www.sec.gov/ix?doc=/Archives/edgar/data/0001744489/000174448924000276/dis-20240928.htm

For fiscal 24 Parks data:

Domestic attendance increase of 1% from 2023
Per capita guest spending up 3%

Hotel occupancy Flat at 85% occupancy rate

More cash rooms booked vs 2023 (8,664,050 vs 8,581,600)

Per room guest spending up 3%

 

[Brian Noble]

Domestic Parks out here killing narratives.

I would like this twice if I could.

 

[RivShore]

Q4 Experiences:

Revenue up 1%
OI down 6%

Domestic Revenue up 3%
OI up 5%

International Revenue down 5%
OI down 32%

For comparison to Q3:

Revenue up 3%
OI down 3%

Domestic Revenue up 3%
OI down 6%

International Revenue up 5%
OI up 2%

So real out performance vs. Comcast parks, again.
Amazing that they accually had an increase in attendance...but how do we explain the hundreds of thread titles like "parks are empty", "look at this picture of Main St., it's empty", "ride times are so low", "restaurants are empty", etc., etc. LOLOLOL

 

[HokieRaven5]

So real out performance vs. Comcast parks, again.
Amazing that they accually had an increase in attendance...but how do we explain the hundreds of thread titles like "parks are empty", "look at this picture of Main St., it's empty", "ride times are so low", "restaurants are empty", etc., etc. LOLOLOL

People like noise and it promotes clicks and draws on feelings. Data can poke through that but it’s not as flashy.

 

[clarker99]

Domestic Parks Q4 vs previous yr:

2% attendance growth.
2% Park Guest Spend increase.
Booked Room Nights up 4.7%.
Hotel spend up 4%.
Estimated hotel revenue up 9%

 

[DL1WDW2]

Thanks for providing link to 4 minute interview

Should Netflix buy Disney ?