DIS Shareholders and Stock Info ONLY

[Bovril82]

It's just coincidence cause I don't buy anything Iger is selling. This was Iger's plan. He picked Chapek do to all the dirty work. Chapek's only failure was D+ losing so much money. The parks are more profitable as they even have been and they implemented everything they wanted to do on that level.

It blows my mind how much fans want to believe Iger is back to fix things. He was the one who started all these changes when he left.

To be honest if Iger is this smart and the chips with Chapek fell exactly as planned then we should be happy. I'm skeptical. I think there was a series of car crashes and Iger came back looking like the saviour by accident.

I'm going to be exceptionally nervous until we see what is being planned for next.

I don't think there is a plan. Iger has no plan. The board has no plan. Houston we have a problem.

 

[wabbott]

All y'all need to have faith. If Iger don't fix it, someone else will. There is entirely too much latent value in the Disney brand to allow it to waste away. If we dummies are smart enough to figure that out, there's other folks out there - with money - who have also.

 

[Bovril82]

I bought more shares last week. I'm short term nervous, but not long term nervous.

They are entertaining us with the drama if nothing else.

 

[Jrb1979]

All y'all need to have faith. If Iger don't fix it, someone else will. There is entirely too much latent value in the Disney brand to allow it to waste away. If we dummies are smart enough to figure that out, there's other folks out there - with money - who have also.

I wish I had that faith but til they stop worrying about the next quarter and think more long term nothing is going to change.

 

[wabbott]

https://deadline.com/2022/12/box-of...bylon-puss-in-boots-the-last-wish-1235205786/

Christmas Delivers Box Office Miracle for ‘Avatar: The Way Of Water‘ Despite Winter Weather: Does James Cameron Pic’s Second 4-Day Weekend Have Shot At Near $100M?

By Anthony D'Alessandro
Editorial Director/Box Office Editor
December 26, 2022 8:41am

MONDAY AM: Despite some parts of the country being under 43 inches of snow, and some communities even having driving bans, Christmas delivered more money to Disney/20th Century Studio’s Avatar: The Way of Water than anticipated. Instead of hitting the studio’s anticipated $21.5M yesterday, the James Cameron-directed sequel delivered $29.5M, sending the pic’s 3-day to $64M, -52%, with Disney raising its 4-day outlook to $90M. That Christmas Day take is the fourth-best ever for a movie behind Star Wars: The Force Awakens ($49.3M, 2015), Star Wars: The Rise of Skywalker ($32.1M, 2019) and Spider-Man: No Way Home ($31.6M. 2021) and ahead of Star Wars: The Last Jedi ($27.4M, 2017) and Rogue One: A Star Wars Story ($25.8M, 2016), the latter being the comp used against Avatar 2.

Rivals believe The Way of Water‘s second 4-day weekend can get to $97M-$100M, with most peiople off from work today and all schools and colleges on break. Disney says $26M today; others believes it’s $33M-$36M. We will see. Rogue One posted a 4-day second weekend of $96.1M.

Disney’s projection for the 11-day domestic total of Avatar: The Way of Water is $287.7M, which is 9.5% behind Rogue One over the same point in time and 24% ahead of Avatar‘s first 11 days, which amounted to $232.1M. Through the end of New Year’s weekend 2010, the first Avatar‘s U.S./Canada gross stood at $352.1M. Can The Way of Water make it to $400M by the new year?

 

[RivShore]

I wish I had that faith but til they stop worrying about the next quarter and think more long term nothing is going to change.

Unfortunately that applies to way too many public companies.

 

[RivShore]

It's just coincidence cause I don't buy anything Iger is selling. This was Iger's plan. He picked Chapek do to all the dirty work. Chapek's only failure was D+ losing so much money. The parks are more profitable as they even have been and they implemented everything they wanted to do on that level.

It blows my mind how much fans want to believe Iger is back to fix things. He was the one who started all these changes when he left.

I think from a stock price perspective, and on the creative side, he is back to fix things. From a parks perspective, as i have said before, many of the changes fans hate were approved when he was still in charge, so anyone expecting positive changes there will be sadly disappointed. ETA-I do hope I'm wrong about that!

 

[Jrb1979]

Unfortunately that applies to way too many public companies.

Agreed and its made things worse

 

[OKW Lover]

I wish I had that faith but til they stop worrying about the next quarter and think more long term nothing is going to change.

Maybe the board should structure their bonus compensation so that it rewards long-term growth. Oh wait....

 

[Jrb1979]

Maybe the board should structure their bonus compensation so that it rewards long-term growth. Oh wait....

Sure but shareholders and the stock market only care about quarterly reports.

 

[robinb]

I sold my stock today. We had some capital gains that needed to be offset by the end of the year and DIS was my sacrificial lamb. Frankly, it's a relief that the big red smudge is off my portfolio.

 

[OKW Lover]

I sold my stock today. We had some capital gains that needed to be offset by the end of the year and DIS was my sacrificial lamb. Frankly, it's a relief that the big red smudge is off my portfolio.

Next week you can buy in again with a pretty low basis.

 

[robinb]

Next week you can buy in again with a pretty low basis.

I have to wait 30 days and I already have a reminder set .

 

[wabbott]

https://deadline.com/2022/12/avatar-the-way-of-water-box-office-1-billlion-1235207219/

‘Avatar: The Way Of Water’ Jumps to $955M WW Through Monday, Will Hit $1B With Tuesday Grosses​

By Nancy Tartaglione
International Box Office Editor/Senior Contributor
December 27, 2022 9:50am

Refresh for latest…: James Cameron’s Avatar: The Way of Water is close to the $1B global box office mark, having more than handily crossed $900M worldwide through its second Monday. This is the latest benchmark for the long-in-the-works sequel and comes just 13 days after its global rollout began. With $955.1M through Monday, The Way of Water has become the third-highest grosser of 2022 and the fourth-biggest film of the pandemic era. What’s more, it is expected to hit the $1B worldwide milestone with today’s turnout.

Through Monday, the split is $293.2M domestic and $661.9M at the international box office. Internationally, Way of Water now stands as the No. 2 release of 2022 and No. 3 studio title of the pandemic era.

Midweeks last week were very strong, and the sci-fi epic is continuing that trend this week with vacations in full swing and a lot of holiday distractions in the rearview. France and Italy, for example, saw their best days of play on this week’s Monday since the film opened.

Monday’s total offshore haul was $52.2M, domestic’s was $31.5M.

The Top 5 overseas markets through Monday are China ($104.5M), France ($60.5M), Korea ($55.4M), Germany ($41.5M) and India ($39.2M).

On Tuesday, and not included in the totals above, the 20th Century Studios/Disney sci-fi epic rose to a running cume of $108.7M in China per local estimates. Ticketing service Maoyan has increased its projections again, now seeing a $170M final. In Korea, local estimates bring the cume through Tuesday to $58.2M.

More to come…

 

[Cfabar1]

https://deadline.com/2022/12/bob-ig...-marvel-lucasfilm-chirstmas-carol-1235203684/

Don't count out Iger, but yes, changes will be coming.

 

[wabbott]

https://deadline.com/2022/12/avatar-the-way-of-water-box-office-1-billlion-1235207219/

‘Avatar: The Way Of Water’ Tops $1B Global
By Nancy Tartaglione
International Box Office Editor/Senior Contributor

WEDNESDAY UPDATE:, Refresh for latest… James Cameron’s Avatar: The Way of Water has officially topped the $1B global mark. As we wrote yesterday (see below), the 20th Century Studios/Disney sequel got to the milestone with Tuesday’s grosses. This benchmark has been met in just 14 days of worldwide release.
Way of Water now has bragging rights to being the fastest to $1B since Spider-Man: No Way Home and the fastest to the mark in 2022. It has also become only the 6th film ever to cross $1B in its first two weeks of release, and the 4th Disney release to do so.
Tuesday gave the Na’vi $50.8M from offshore markets and $23.8M domestically.

 

[RivShore]

Sure but shareholders and the stock market only care about quarterly reports.

That would be the problem. A number of years ago, I recall a few big companies started saying they were going to stop issuing quarterly guidance and focus on the long term. Wall Street slammed them and the WS firms just went ahead and issued their own quarterly targets. File this under You Just Can't Win...

 

[Cfabar1]

Terrible performance today. Hoping there is soon an end in sight. To be fair many stocks have not been doing well lately. It has been a spectacularly bad finish to the year.

 

[wabbott]

https://www.cnbc.com/2022/12/29/netflix-disney-media-stocks-bad-year.html

2022 was tough for media stocks like Netflix and Disney, and 2023 doesn’t look good, either
Published Thu, Dec 29 20227:00 AM EST
Lillian Rizzo@Lilliannnn

Key Points

• Media stocks were hit with major losses in 2022 as streaming subscriber growth waned and the advertising market weakened.
• Disney and Warner Bros. Discovery’s stocks hit 52-week lows in late December.
• Netflix, Paramount and Comcast hit the same benchmarks earlier this year.

https://www.marketwatch.com/story/a...revious-sessions-worst-performers-01672328019

All 30 Dow stocks rise, led by Disney and Apple, the previous session’s worst performers Published: Dec. 29, 2022 at 10:33 a.m. ET

By

Tomi Kilgore​

​

The Dow Jones Industrial Average’s DJIA 307-point rally in morning trading Thursday was unanimous, as all 30 components were gaining ground. The top performers were shares of Walt Disney Co. DIS, up 4.1%, and Apple Inc. AAPL, up 2.7%. Those two stocks happened to be the Dow’s worst performers on Wednesday when the Dow dropped 366 points, with Apple shares shedding 3.1% and Disney’s stock dropping 2.2%. Intel Corp.’s stock INTC, which is the Dow’s biggest loser year to date, was the Dow’s third-biggest gainer on Thursday with a 2.1% rise. The worst performer on Thursday was Merck & Co. Inc.’s stock MRK, which ticked up...

 

[wabbott]

https://deadline.com/2022/12/avatar...cord-wednesday-weekend-projection-1235208193/

‘Avatar: The Way Of Water’ Has Best Wednesday Of 2022 With $20.4M – Domestic Box Office
By Anthony D'Alessandro
Editorial Director/Box Office Editor
December 29, 2022 9:07am

After earning the highest grossing Tuesday of 2022 with $24.1M, 20th Century Studios/Disney/Lightstorm’s Avatar: The Way of Water also notched the best Wednesday of the year yesterday with $20.4M beating Top Gun: Maverick‘s June 1 take of $14.8M, and Avatar 2‘s first Wednesday of $14.4M. At a running total of $337.9M through 13 days, the James Cameron directed, Jon Landau produced sequel is pacing 1% ahead of Top Gun: Maverick at the same point in time.

All-in global for Wednesday is $70.4M, with a $1.1 billion running worldwide total, which is the No. 2 global release of 2022 behind Top Gun: Maverick‘s $1.48 billion. It’s also the third best release of the pandemic era after Spider-Man: No Way Home‘s $1.9 billion and Top Gun 2.

Four day weekend for Rogue One, which was the last time New Year’s Day fell on a Sunday in 2017, was $65.5M, -32% from that pic’s 4-day Christmas stretch. That’s what Avatar 2 looks to emulate in its third weekend.