DIS Shareholders and Stock Info ONLY

[wabbott]

https://variety.com/2022/tv/news/disney-advertising-upfront-sales-streaming-1235277572/

Disney Starts to Sell Earlier Than Expected in Upfront Market (EXCLUSIVE)
By Brian Steinberg - May 25, 2022 11:20am PT

TV’s “upfront” ad-sales market is starting to move — and earlier than expected.

Just days after the networks wrapped glitzy programming presentations to Madison Avenue executives, Walt Disney Co. is said to have written some business with at least one major media buying agency, according to three executives familiar with recent discussions. Disney is “ahead of the market,” one media buyer said. In the industry’s annual upfront process, U.S. TV networks try to sell the bulk of their commercial inventory ahead of their next cycle of programming.

One of these people indicated that Disney’s upfront conversations “are going very well” and that the company is “making significant progress,” and is seeing “avid demand” for entertainment programming, sports, live events and content aimed at diverse audiences.

https://en.wikipedia.org/wiki/Upfront_(advertising)

Upfront (advertising)

In the television industry, an upfront is a gathering at the start of important advertising sales periods, held by television network executives and attended by major advertisers and the media. It is so named because of its main purpose, to allow marketers to buy television commercial airtime "up front", or several months before the television season begins.[1][2]

 

[Methos]

As for Disney +, the first part of the equation is to try and maximize subscriptions. Disney is not yet offered to all countries thru out the world. The next move would to be to slowly increase subscription fees. The really big increase in income will come when they start to include some kind of advertising/commercials on their platform. Rest assured, Disney did not get into Streaming without a plan to make a ton of money.

Well - remember that D+ took a huge accounting loss before it even started. This represented all of the LOST revenue from pulling their content off of other platforms and closing up those revenue streams.

With physical media virtually dead, this was the only way they can make money on their assets. Marketing projections are just that...projections. And most of the time, they are overstated. In Disney's case, it's a double edge sword as not only are they losing $ on the negative variance to their projections, but the lost guaranteed revenue from the other non owned platforms.

They took a hell of a chance.

 

[fireflyer]

Well - remember that D+ took a huge accounting loss before it even started. This represented all of the LOST revenue from pulling their content off of other platforms and closing up those revenue streams.

With physical media virtually dead, this was the only way they can make money on their assets. Marketing projections are just that...projections. And most of the time, they are overstated. In Disney's case, it's a double edge sword as not only are they losing $ on the negative variance to their projections, but the lost guaranteed revenue from the other non owned platforms.

They took a hell of a chance.

Just to clarify, they took a hell of a chance with SHAREHOLDER money, not company money. The stock does not pay a dividend and is less than its value from over 7 years ago. Just curious why anyone would consider this a valid investment? I can see that it may be a decent gamble, at a 7-year low, but not an investment. It's not a growth company, and not a dividend company.

 

[wabbott]

Some history of ABC here.

https://finance.yahoo.com/news/remembering-thomas-murphy-media-legend-222258060.html

Remembering Thomas S. Murphy, Media Legend
Lorna Koski
Thu, May 26, 2022, 5:22 PM

Thomas Murphy, one of the giants of the media industry from the ’70s into the 2000s whose career was a literal business school study, died Wednesday at age 96 at his home in Rye, New York.

Murphy, along with his friend Daniel Burke, grew what was then Capital Cities from a string of regional radio stations into local television, newspapers and magazines and, in 1986, surprised the business and media worlds with the $3.5 billion acquisition of the much-larger American Broadcasting Corp. It was an audacious move by Murphy, whose business ethos was to hire managers — often young executives with only a few years of experience — and empower them to run their individual businesses and budgets.

 

[wabbott]

https://www.fool.com/investing/2022...hoo-host&utm_medium=feed&utm_campaign=article

Friday Is Going to Be a Big Day for Disney, Netflix, and AMC
By Rick Munarriz - May 27, 2022 at 10:10AM

Key Points

A new Disney World roller coaster and Disney+ series are launching on Friday.

The first half of the fourth season of a popular series is now streaming on Netflix.

Box office receipts should be flying high this weekend for AMC.

 

[wabbott]

If you had bought DIS at the low on Tuesday (100.13), you would have made almost 10% on your money at today's close.
109.33+3.72 (+3.52%)
At close: 03:59PM EDT

 

[Jrb1979]

If you had bought DIS at the low on Tuesday (100.13), you would have made almost 10% on your money at today's close.
109.33+3.72 (+3.52%)
At close: 03:59PM EDT

Big deal. I make more most nights on sports betting. I thought Disney was getting into that

 

[RivShore]

Couple interesting articles that I'm not sure have been posted before:

https://puck.news/bob-chapeks-hail-mary/

https://finance.yahoo.com/video/company-leaders-speak-citizens-not-201732190.html

 

[Jrb1979]

Couple interesting articles that I'm not sure have been posted before:

https://puck.news/bob-chapeks-hail-mary/

https://finance.yahoo.com/video/company-leaders-speak-citizens-not-201732190.html

That first one should be a concern to stock holders. It's why I always thought it was a bad idea to throw so many eggs into the streaming basket. Stick to what you are good at and that is the parks.

 

[wabbott]

https://www.fool.com/investing/2022...hoo-host&utm_medium=feed&utm_campaign=article

Here's Why You Should Approach Walt Disney Stock Like Peter Lynch
By Daniel Foelber - May 29, 2022 at 8:30AM

Key Points

• Disney is finally starting to recover from the worst of the COVID-19 pandemic.
• But its stock is down big as investors question Disney’s resilience during a recession and the long-term profitability of its streaming service.
• Experiencing Disney for yourself can add a layer of understanding that can’t be found by reading financial statements.
  

 

[Jrb1979]

https://www.fool.com/investing/2022...hoo-host&utm_medium=feed&utm_campaign=article

Here's Why You Should Approach Walt Disney Stock Like Peter Lynch
By Daniel Foelber - May 29, 2022 at 8:30AM

Key Points

• Disney is finally starting to recover from the worst of the COVID-19 pandemic.
• But its stock is down big as investors question Disney’s resilience during a recession and the long-term profitability of its streaming service.
• Experiencing Disney for yourself can add a layer of understanding that can’t be found by reading financial statements.

Personally I think the whole streaming thing is at its peak. Secondly the recession is going to have a big impact on Disney stock and not in a good way.

 

[wabbott]

Folks who are in to a little reading and are curious about how DLR happened in 1955 should get this book It's recent, it's readable, it covers all the facts about what happened with Walt's thought process when creating the park in his mind. Several other books also covered how it happened, but this one sort of condenses all the others in a neat volume.

https://www.amazon.com/Disneys-Land-Invention-Amusement-Changed/dp/1501190806

Disney's Land: Walt Disney and the Invention of the Amusement Park That Changed the World – By Richard Snow

Much of it was related to Walt's fascination with trains. In 1947, he bought himself a Lionel electric train set a put it up next to his office. After fiddling with it for a while, he asked Roger Broggie, "This is an electric train, now what's for real?" His backyard miniature train at his Beverly Hills home was next. From there, Disneyland blossomed.

 

[RivShore]

Personally I think the whole streaming thing is at its peak. Secondly the recession is going to have a big impact on Disney stock and not in a good way.

But will it be worse than any other stock or the S&P 500? Looking at a 50 year chart, it looks like DIS had some down-ticks during the stagnation of the 70's, the dot com burst, and the great recession but not nearly as much as the S&P. Why do you think this time will be any different?

 

[RivShore]

That first one should be a concern to stock holders. It's why I always thought it was a bad idea to throw so many eggs into the streaming basket. Stick to what you are good at and that is the parks.

Some form of streaming is here to stay and I would think that no matter what happens, DIS will be one of the major players left standing. I think we are going to be left with the big 3 or 4 (oddly enough, very similar to the big 3 networks in broadcasts heyday) - DIS, Warner-Discovery, Netflix and that's about it. I expect the smaller players (Paramount, Peacock, ect) to slowly roll into the big 3 offerings - back to the bundled future we go.

And as for sticking to what they are good at - how is their streaming operation that much different than their broadcast and cable network operation? They have been producing compelling TV for decades, now it's just going on a streaming channel instead of ABC or the Disney channel.

I think they came to a crossroads where they had to choose to continue to feed Netflix and help turn it into more of an industry behemoth or go their own way, which they have always preferred given their ownership of ABC and all the other cable networks.

And they certainly know more than parks - they own one third or more of the box office (pre-pandemic), they sell a ton in the consumer products space, they came out of nowhere to become a respected cruise player and probably a few other things I missed.

 

[wabbott]

https://www.tamilbloggers.xyz/can-paramount-go-it-alone/
5/29/2022

In January, Paramount’s board, including Shari Redstone, the company’s chairman, met with a group of bankers to get an update on the media industry and to hear about potential deals that could help the company better compete with streaming giants such as Netflix and Disney.

The bankers, from Goldman Sachs and LionTree, came up with many business ideas, according to four people with knowledge of the meeting. The most logical thing, the bankers said, was to combine certain parts of Paramount – which owns networks such as Nickelodeon and MTV, and the streaming service Paramount + – with those owned by Comcast, the cable giant that owns NBCUniversal and the streaming service Peacock. The two companies already have a streaming joint venture in Europe.

 

[Jrb1979]

Some form of streaming is here to stay and I would think that no matter what happens, DIS will be one of the major players left standing. I think we are going to be left with the big 3 or 4 (oddly enough, very similar to the big 3 networks in broadcasts heyday) - DIS, Warner-Discovery, Netflix and that's about it. I expect the smaller players (Paramount, Peacock, ect) to slowly roll into the big 3 offerings - back to the bundled future we go.

And as for sticking to what they are good at - how is their streaming operation that much different than their broadcast and cable network operation? They have been producing compelling TV for decades, now it's just going on a streaming channel instead of ABC or the Disney channel.

I think they came to a crossroads where they had to choose to continue to feed Netflix and help turn it into more of an industry behemoth or go their own way, which they have always preferred given their ownership of ABC and all the other cable networks.

And they certainly know more than parks - they own one third or more of the box office (pre-pandemic), they sell a ton in the consumer products space, they came out of nowhere to become a respected cruise player and probably a few other things I missed.

I think they were once great at many of those things. IMO the cruise line is one of the only things they are still great at.

 

[wabbott]

https://simplywall.st/stocks/us/med...might-appease-the-walt-disney-company-nysedis

Recent uptick might appease The Walt Disney Company (NYSEIS) institutional owners after losing 39% over the past year
By Simply Wall St - May 31, 2022

A look at the shareholders of The Walt Disney Company (NYSEIS) can tell us which group is most powerful. With 64% stake, institutions possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

Last week's US$6.4b market cap gain would probably be appreciated by institutional investors, especially after a year of 39% losses.

Let's take a closer look to see what the different types of shareholders can tell us about Walt Disney.

https://finance.yahoo.com/news/walt-disney-companys-nyse-dis-115759740.html

Are The Walt Disney Company's (NYSEIS) Mixed Financials The Reason For Its Gloomy Performance on The Stock Market?
Simply Wall St - Tue, May 31, 2022, 6:57 AM

It is hard to get excited after looking at Walt Disney's (NYSEIS) recent performance, when its stock has declined 25% over the past three months. It seems that the market might have completely ignored the positive aspects of the company's fundamentals and decided to weigh-in more on the negative aspects. Fundamentals usually dictate market outcomes so it makes sense to study the company's financials. Particularly, we will be paying attention to Walt Disney's ROE today.

 

[wabbott]

https://www.fool.com/investing/2022...ahoo-host&utm_medium=feed&utm_campaign=articl

Streaming Video Still Has a Lot of Room to Grow
By Adam Levy - Jun 1, 2022 at 10:45AM

Key Points

Americans spend about 2.5 times as much money on live-TV subscriptions as on-demand video streaming.
While pay-TV spending has remained stable, cord-cutting will eventually lead to a decline.
Meanwhile, the increased spending on streaming is tied to more options, not just a pandemic phenomenon.

 

[wabbott]

https://www.thebharatexpressnews.co...s-often-fractured-fan-base-is-cool-with-that/

Star Wars is mostly TV now – and the Disney franchise’s often fractured fan base is cool with that
By The Bharat Express News - June 2, 2022

ANAHEIM, Calif. — By the time Oscar-winning filmmaker Taika Waititi’s untitled Star Wars film is set to hit theaters in late 2023, it will be four years since A Tale From A Galaxy Far, Far Away has been on the big screen. screen – and that’s OK with the fans.

“The movies as a whole were really disappointing,” said Alex, an assistant administrator at a San Francisco Bay Area architectural woodwork manufacturer. He did not provide his last name. “While the shows have been phenomenal. Better than the movies themselves, especially the sequel trilogy.”

Alex was one of thousands of die-hard fans who attended Star Wars Celebration last weekend in Anaheim. It was the 14th incarnation of Celebration, an event that has happened on and off since 1999, before Disney bought the space opera franchise from George Lucas. The convention started out as a way for fans to gather and celebrate their love for Star Wars, but has evolved into a platform for Disney to announce new projects and build excitement for upcoming releases.

 

[RivShore]

I did not expect to find a Disney connection in this Apple article but it brings up the importance of succession planning and how it certainly seems Bob 1.0 did not do a good job of it especially given all the time he had to get it right.

https://nypost.com/2022/05/21/how-apple-got-its-mojo-back-after-the-death-of-steve-jobs/

What’s more, the Apple Watch was meant to answer the question on everybody’s minds after Jobs’ death: Could Apple exist without its Walt Disney?
Before his death, Jobs himself worried about the Disney comparison. He knew that after the Hollywood mogul died in 1966 from lung cancer, the Disney empire floundered as it tried to forge its own identity. Employees asked “What would Walt do?” rather than taking their own creative leaps. “Jobs wanted Apple to defy the fate of Disney,” Mickle writes.