DIS Shareholders and Stock Info ONLY

[Duckbug.Ducktales]

https://thewaltdisneycompany.com/news/infinity-vision-movie-theaters/

The Walt Disney Studios and Global Theatrical Exhibition Partners Launch ‘Infinity Vision’ — The Ultimate Premium Moviegoing Experience​

On stage today at CinemaCon®, The Walt Disney Studios announced the launch of Infinity Vision, a new certification for premium large format (PLF) theaters. Done in collaboration with global theatrical exhibition partners, Infinity Vision will signify to audiences which auditoriums offer the biggest, brightest, and most immersive cinematic experiences.

Infinity Vision sets a new benchmark for theatrical presentation, certifying auditoriums that meet rigorous technical standards, including a focus on:

• The largest screens for maximum scale
• Laser projection for superior brightness and clarity
• Premium audio formats for fully immersive sound

With over 75 domestic and 300 global exhibitor PLFs currently available to consumers, the goal of Infinity Vision is to help audiences identify the best theatrical experience. Beginning with the September re-release of Marvel Studios’ Avengers: Endgame and followed by the highly anticipated December release of Marvel Studios’ Avengers: Doomsday, audiences will be able to seek out Infinity Vision-certified screens and see the film on the grandest possible scale, exactly as intended.

I wish the announcement said how one looks for theaters/screens with this certification

 

[HokieRaven5]

I wish the announcement said how one looks for theaters/screens with this certification

Will find out with the re-release of Endgame in September

 

[clarker99]

https://www.investors.com/news/technology/netflix-stock-nflx-q1-2026-earnings/

Netflix Stock Sinks On Soft Guidance After Q1 Beat

by PATRICK SEITZ

Updated 05:04 PM ET 04/16/2026

This is interesting to me. It was a blockbuster quarter YoY. But QoQ (Q1FY26 vs Q4FY25) North America revenue declined for the 1st time since Q2 in 2023. I assume with the price increases this will not be a trend but could be a sign of plateauing sub growth in North America?

All other regions seen nice revenue boosts. Europe and Asia are going gangbusters.

Even with this blowout quarter they didn't raise their FY26 guidance. Seems to have spooked Wall St.

 

[wabbott]

https://www.businessinsider.com/disney-layoffs-severance-employees-marketing-team-josh-damaro-2026-4

Here's the severance package Disney is giving to laid-off employees

By James Faris

 

[wabbott]

https://deadline.com/2026/04/netflix-stock-buyback-1236869438/

Netflix Sets Hefty $25B Stock Buyback

By Dade Hayes

April 23, 2026 - 6:01am PDT

 

[HokieRaven5]

Disney will not be spinning off ESPN in the near future:
https://www.businessinsider.com/espn-disney-spin-sell-decision-josh-damaro-2026-4

 

[Cfabar1]

Wise move... smarter to consider selling ABC at this point...

 

[Elijah Abrams]

Wise move... smarter to consider selling ABC at this point...

Is this in regards to what Jimmy Kimmel joked lately? That’ll end up as water under the bridge.

 

[OKW Lover]

I'm looking forward to seeing how Disney reacts to the threat about renewing their ABC station licenses. Will this still fall under Iger's bailiwick? Or is it Josh's call?

 

[Brian Noble]

I suspect they do a Whole Lot of Nothing and wait unitl the administration's attention drifts on to something else. The less said, the faster that happens. That doesn't mean it can't drift back, but still.

 

[Cfabar1]

Is this in regards to what Jimmy Kimmel joked lately? That’ll end up as water under the bridge.

No, more because I think there is a future whereby ESPN can compete in a digital way… I struggle to see that for linear TV in the same way long term…

There’s a reason Disney isn’t trying to sell a “stand alone” ABC Television Service… they know nobody would buy it…

 

[wabbott]

No, more because I think there is a future whereby ESPN can compete in a digital way… I struggle to see that for linear TV in the same way long term…

There’s a reason Disney isn’t trying to sell a “stand alone” ABC Television Service… they know nobody would buy it…

Oh, there's a price - there's always a number, even if it is one dollar. But there's no question that it's a whole lot less than it was in the Fall of 2022 when Iger returned and there was talk of shedding ABC.

 

[HokieRaven5]

Will be interesting to see what the outlook is for the experiences sector and what answers are given next week during the webcast. Especially with the growing economic concerns globally as far as travel costs

 

[Elijah Abrams]

No, more because I think there is a future whereby ESPN can compete in a digital way… I struggle to see that for linear TV in the same way long term…

There’s a reason Disney isn’t trying to sell a “stand alone” ABC Television Service… they know nobody would buy it…

Why not make ABC and its affiliate stations available to watch on Disney+ then? Paramount+ and Peacock do the same thing with CBS and NBC respectively.

 

[kilik64]

Why not make ABC and its affiliate stations available to watch on Disney+ then? Paramount+ and Peacock do the same thing with CBS and NBC respectively.

They are already…

 

[Elijah Abrams]

They are already…

Ah. Still, why sell ABC when making the affiliate stations available on Disney+ helps it?

 

[RivShore]

Is it really driving subscribers, though, that is the question, and none of us know the real answer.

The dilemma is, do you sell now and pocket a few billion or hang on to the networks as their value slowly(?) declines to zero. It should not be too hard for Disney to show us the math - what is the business worth on the open market vs. what is the cash flow projected to be. The ever increasing lack of transparency around stuff like this is one of the things keeping buyers away and us stuck in this annoying trading range.

 

[clarker99]

Is it really driving subscribers, thought That is the question, and none of us know the real answer.

The dilemma is, do you sell now and pocket a few billion or hang on to the networks as their value slowly(?) declines to zero. It should not be too hard for Disney to show us the math - what is the business worth on the open market vs. what is the cash flow projected to be. The ever increasing lack of transparency around stuff like this is one of the things keeping buyers away and us stuck in this annoying trading range.

And as of FY26 we will no longer know how well Linear is doing. FY25 reported $2.955B in Operating Income. Declined approximately 16% YoY from FY23 to FY24 and 15% from FY24 to FY25. Another ~15% drop takes us to approximately $2.5B for FY26.

 

[Cfabar1]

I think we all know where the linear train is going... There's a reason why all the big three or four networks have created their own streaming services... They do too... they just won't say it out loud...

They might think a future administration will be easier to get regulatory approval of sale of linear TV... but I don't know...

 

[RivShore]

I think we all know where the linear train is going... There's a reason why all the big three or four networks have created their own streaming services... They do too... they just won't say it out loud...

They might think a future administration will be easier to get regulatory approval of sale of linear TV... but I don't know...

If they spin it off, like Comcast did, are any approvals needed other than standard SEC reviews?