DIS Shareholders and Stock Info ONLY

[Cfabar1]

Very interesting. Something of a PR campaign starting?

seems like it.... very smart... If I were to ever hire a marketer, I would want to hire someone who worked at Disney... They understand it SO well...

 

[HokieRaven5]

https://www.cmcsa.com/static-files/7f0f826a-6462-426b-a767-cb3170d7cdf0

As far as travels the Theme Park sector for Comcast saw a 5.2% drop in revenue for Jan-Mar and a 32% drop in profit for the global Universal Parks vs Q1 2024

Cited lower guest attendance including reduced attendance due to the CA wildfires

About $100M in EBITDA was opening costs for Epic

 

[wabbott]

https://www.cnbc.com/2025/04/24/comcast-cmcsa-earnings-q1-2025.html

Comcast beats first-quarter earnings estimates despite losing broadband customers

Published Thu, Apr 24, 2025 - 6:30 AM EDT - Updated 2 Min Ago
by Lillian Rizzo@Lilliannnn

Key Points

• Comcast reported first-quarter earnings Thursday morning.
• The company beat analyst earnings estimates and saw revenue lifted primarily by its Xfinity mobile offering and streaming platform Peacock.
• Despite broadband revenue growth, Comcast still showcased the pressures the cable industry is facing in the segment with the loss of 199,000 customers during the quarter.

 

[clarker99]

https://www.cmcsa.com/static-files/7f0f826a-6462-426b-a767-cb3170d7cdf0

As far as travels the Theme Park sector for Comcast saw a 5.2% drop in revenue for Jan-Mar and a 32% drop in profit for the global Universal Parks vs Q1 2024

Cited lower guest attendance including reduced attendance due to the CA wildfires

About $100M in EBITDA was opening costs for Epic

Even accounting for $100m in EPIC costs this is a poor quarterly report for Comcast Theme Parks.

Ignoring any Covid era reports and we ignore the $100m in EPIC costs, they reported lowest quarterly EBITDA margin going back to at least 2012 (possibly ever).

 

[wabbott]

https://ca.finance.yahoo.com/news/netflix-stock-hits-time-high-222103519.html

Netflix Stock Hits All-Time High of $1,101 per Share, Up 98% Year Over Year

by Lucas Manfredi - The Wrap
Thu, April 24, 2025 at 5:21 p.m. CDT

 

[wabbott]

https://variety.com/2025/film/news/netflix-ceo-ted-sarandos-movie-theaters-outdated-1236376565/

Apr 24, 2025 - 8:50 am PDT
by Ethan Shanfeld

Netflix CEO Ted Sarandos Says Movie Theater Model Is ‘Outdated’: ‘Most of the Country’ Cannot ‘Walk to a Multiplex’

 

[Elijah Abrams]

https://variety.com/2025/film/news/netflix-ceo-ted-sarandos-movie-theaters-outdated-1236376565/

Apr 24, 2025 - 8:50 am PDT
by Ethan Shanfeld

Netflix CEO Ted Sarandos Says Movie Theater Model Is ‘Outdated’: ‘Most of the Country’ Cannot ‘Walk to a Multiplex’

The numbers for Minecraft and Sinners say otherwise. Ted's lost it.

 

[HokieRaven5]

Domestic Box Office currently trending 16% behind 2024. We’ll see how the summer slate does

 

[fatmanatee]

Domestic Box Office currently trending 16% behind 2024.

And still well below where it was before COVID. Meanwhile Ted's company has doubled in value over the last year.

 

[OKW Lover]

Netflix CEO Ted Sarandos Says Movie Theater Model Is ‘Outdated’: ‘Most of the Country’ Cannot ‘Walk to a Multiplex’

Maybe that's why most of them have a large parking lot?

 

[wabbott]

https://www.hollywoodreporter.com/b...-successor-betting-odds-exclusive-1236200276/

The Latest Offshore Betting Odds for the Next Disney CEO
All long shots not created equal.

by Tony Maglio
April 29, 2025 - 9:24am PDT

 

[Obi-J Kenobi]

https://www.hollywoodreporter.com/b...-successor-betting-odds-exclusive-1236200276/

The Latest Offshore Betting Odds for the Next Disney CEO
All long shots not created equal.

by Tony Maglio
April 29, 2025 - 9:24am PDT

Oh my goodness...

John Lasseter 33/1

What on earth?

 

[Brian Noble]

I mean, if you want to light money on fire, the bookmaker will let you.

 

[RivShore]

https://www.hollywoodreporter.com/b...-successor-betting-odds-exclusive-1236200276/

The Latest Offshore Betting Odds for the Next Disney CEO
All long shots not created equal.

by Tony Maglio
April 29, 2025 - 9:24am PDT

I forgot Bergman was CFO for a time, that could give him a bit of an edge over the other 3 internals. I'm thinking they don't want another parks guy after the last experience, and they lean away from both the newbie from Fox and the sports guy. Alan is the last one standing...

 

[jade1]

Oh my goodness...

John Lasseter 33/1

What on earth?

That really brought back the feels.

 

[Obi-J Kenobi]

https://variety.com/2025/film/box-office/thunderbolts-opening-weekend-projections-marvel-1236381299/

Q1 box office was very good.

Q2 box office was a disaster.

Q3 box office begins tomorrow. Q3 should be very good? Maybe excellent?

Next up, Thunderbolts*. Forecasts $70M-$75M domestic opening and $160M-$175M worldwide opening. Not dire, and even though it is not great, it's a win for TWDC and the MCU given its current state. If it ends up below $70M domestically and $160M worldwide, that would be worrisome.

Production budget was $180M. P&A budget was $100M.

 

[Obi-J Kenobi]

That really brought back the feels.

Yikes

 

[kilik64]

https://variety.com/2025/film/box-office/thunderbolts-opening-weekend-projections-marvel-1236381299/

Q1 box office was very good.

Q2 box office was a disaster.

Q3 box office begins tomorrow. Q3 should be very good? Maybe excellent?

Next up, Thunderbolts*. Forecasts $70M-$75M domestic opening and $160M-$175M worldwide opening. Not dire, and even though it is not great, it's a win for TWDC and the MCU given its current state. If it ends up below $70M domestically and $160M worldwide, that would be worrisome.

Production budget was $180M. P&A budget was $100M.

Stitch should do very well, but Tbolts* is another flop after a string of em for the MCU. That is a horrible opening, its half of what BP2 and Thor4 just a couple of years ago, and below cap4 which is probably losing money overall even though it legged out 400m+ WW.

Saving grace for Tbolts is I don't think it had a ton of reshoots like most marvel movies have had lately, so that 180m budget might be semi accurate. Cap4 claimed similar number but its gotta be closer to 300-350m with how much it was reshot. So if Tbolts could manage a similar WW number of 400m, it'll be at least a positive vs a loss.

Stitch should be huge, wouldn't be shocked if it did 1bn global.

 

[clarker99]

I realize it is fun to speculate (I am guilty of it myself) but in terms of being a shareholder there is far to much concern for box office on here. The stock doesn't care. The period bw late FY2023 into early FY2024 was the worst year possible for Content Sales & Licensing which is where the Studios report their numbers. The stock didn't care. Analysts asked no questions except about licensing content. Then Dis puts out a couple $B movies and things come back up and analysts dont care and no questions asked except about licesning.

Yes, Q2 will tick down. Studios dont produce $B movies at will. Meanwhile $Dis will likely dominate box office marketshare (in a declining industry) for the year with very few releases.

 

[wabbott]

https://sg.finance.yahoo.com/news/earnings-preview-walt-disney-dis-140121304.html

Earnings Preview: Walt Disney (DIS) Q2 Earnings Expected to Decline
Zacks Equity Research
Wed, 30 April 2025 at 9:01 am GMT-5