DIS Shareholders and Stock Info ONLY

[kilik64]

We are going to see Superman tomorrow, looking to be a very solid opening for it. DC could definitely use a win.

 

[HokieRaven5]

Superman is going to need a lot of legwork domestically to break even at the box office. Doesn’t appear to be hitting overseas quite yet.

Though that’s been typical of Superman films to be more domestic dependent.

Domestically trending towards $115-130M, overseas a little under $100M for the opening weekend

 

[OKW Lover]

I understand that Elio isn't doing well at the box office. I saw ~8 minute preview at DHS yesterday and thought it was cute. Perhaps I only saw the best parts?

 

[HokieRaven5]

I understand that Elio isn't doing well at the box office. I saw ~8 minute preview at DHS yesterday and thought it was cute. Perhaps I only saw the best parts?

It’s a sci-fi animated original buried among IP fest and one Brad Pitt Racing movie also about a well known Brand in F1. It has to be exceptional to break through the noise and draw interest. Wall*E is the most successful sci-fi original and even that barely made a profit.

No amount of marketing would’ve made a difference for it IMO.

 

[Cfabar1]

Not sure if Superman will bode well for First Steps. Might crowd it out.

 

[HokieRaven5]

Not sure if Superman will bode well for First Steps. Might crowd it out.

At the moment first steps is projecting around the same as Superman for the OW at least domestically. Obviously will change as the first numbers come in, and whatever carry over through August will remain to be seen.

 

[BrianL]

I understand that Elio isn't doing well at the box office. I saw ~8 minute preview at DHS yesterday and thought it was cute. Perhaps I only saw the best parts?

It's actually a great movie. If you have any interest, definitely check it out.

Superman is also really good!

 

[HokieRaven5]

Definitely looking more like Lilo & Stitch will be the lone film to top $1B at the box office, at least until the holidays with Avatar for sure because I won’t bet against Cameron, with Zootopia 2 as a wild card.

Either way it seems likely that TWDC will have the only films to top $1B this year

 

[fatmanatee]

Superman hits $217 mil globally, saw an earlier post saying the domestic number was tracking towards $123 mil. Interesting! Hadn’t really thought of it being a story that doesn’t hit as well internationally.

 

[Obi-J Kenobi]

Definitely looking more like Lilo & Stitch will be the lone film to top $1B at the box office, at least until the holidays with Avatar for sure because I won’t bet against Cameron, with Zootopia 2 as a wild card.

Either way it seems likely that TWDC will have the only films to top $1B this year

I'm sure the movie audience will love the upcoming Orc Na'vi who come from the deepest depths of Mordor.

 

[clarker99]

A&E, Lifetime and History Parent A+E Global Media Up for Sale as Disney and Hearst Test Demand Amid the Cable Channel Scramble (EXCLUSIVE)​

Wells Fargo tapped to handle a sale process for the long-established brands jointly owned by Disney and Hearst

https://variety.com/2025/tv/news/ae-lifetime-history-cable-sale-disney-hearst-1236449196/​

 

[wabbott]

https://www.hollywoodreporter.com/b...adcast-viewing-hits-low-june-2025-1236314429/

Broadcast Falls Below 20 Percent of TV Use for the First Time
Netflix, led by ‘Ginny & Georgia,’ has a strong June and streaming once again outpaces traditional TV.

by Rick Porter
July 15, 2025 5:00am

Broadcast viewing nearly always falls off in June after the traditional TV season ends, but the summertime blues are particularly pronounced this year.

For the first time since Nielsen began tracking TV use by platform four years ago — and probably the first time ever, considering broadcast’s dominant place for much of television history — over-the-air networks accounted for less than 20 percent of viewing in June. The ratings service’s monthly Gauge rankings show broadcast at 18.5 percent for the month, down from 20.1 percent in May.

 

[irlandaise]

Bob Iger rang the opening bell for the New York Stock Exchange today from Main Street in Disneyland. The NYSE's own live feed started at 6:00 a.m. PT as the Dapper Dans were finishing up "America the Beautiful" to a large audience of CMs. The feed continued through the raising of the flag and then went back to NYC for a while, coming back to Anaheim just before 6:30. I haven't watched the whole video yet, but there was a cute shot of everyone on the floor of the NYSE putting on mouse ears.

Here's a recording of the event:

LIVE on NYSE TV | Disneyland Resort’s 70th Anniversary

 

[irlandaise]

BTW, because that feed was from the NYSE's own channel, they had people discussing DIS from a market viewpoint as well as a general discussion of today's market outlook. Also an interview with Disneyland president Thomas Mazloum by their reporter at the park. So it might be of interest to people on this board to watch more of the video than just the parts from Main Street.

 

[irlandaise]

 

[wabbott]

https://www.wsj.com/business/earnings/netflix-earnings-q2-2025-nflx-stock-9d34f09c

Netflix Raises Revenue, Margin Forecasts After Strong Second Quarter
Price increases, membership growth and ad business momentum have all helped the streamer outperform

By Jessica Toonkel and Josie Reich
Updated July 17, 2025 5:47 pm ET


Netflix raised its revenue and operating margin forecasts for the year, continuing a strong run that has propelled its shares to new highs.

The streaming service said member additions, price increases and its growing ad business drove revenue in the second quarter.

Netflix’s revenue grew 16% to $11.08 billion in the second quarter. Net profit rose 46% to $3.1 billion. Those metrics slightly beat its guidance for the period.

Home to hits such as “Squid Game,” “KPop Demon Hunters” and “Ginny & Georgia,” Netflix has established itself as the dominant global streamer, while other entertainment companies continue to grapple with challenged cable businesses. The company’s stock has nearly doubled over the past year.

Netflix stock has nearly doubled over the past year, extending a run fueled by its success in limiting password sharing, building an ad business and raising prices. Shares fell less than 1% in after-hours trading.

The company’s operating margin expanded to 34.1% in the second quarter, from 27.2% a year earlier, and above the 33.3% it had projected. Free cash flow grew to $2.3 billion in the second quarter, from $1.2 billion a year earlier.

Netflix said it expects to generate $44.8 billion to $45.2 billion in revenue this year, up from an earlier forecast of $43.5 billion to $44.5 billion. The company increased its guidance for operating margins to 29.5% from 29%.

In January, Netflix raised prices across its existing U.S. plans. The company said subscribers’ response to price changes had been in line with its expectations. Its ad business also continues to grow, with Netflix aiming to double ad revenue this year.

Netflix has redesigned its user interface and invested in a variety of new programming, including overseas and live events, to attract and retain subscribers.

“Not all view hours are equal, and what we’ve seen with live is that it has an outsized positive impact around conversation, around acquisition and we suspect around retention,” said co-CEO Ted Sarandos.

Shows like “Adolescence” about a 13-year-old boy accused of murder, “Squid Game” and thriller “Zero Day” were among the most watched TV series during the first half of the year, according to an engagement report released Thursday. Among Netflix’s slate of movies, “Back in Action” starring Jamie Foxx and Cameron Diaz, and Tyler Perry’s “STRAW” drew the most views.

The number of hours viewed between January and June grew 1% year-over-year, and Netflix said its slate for the second half of this year is particularly strong.

Write to Jessica Toonkel at jessica.toonkel@wsj.com and Josie Reich at josie.reich@wsj.com

 

[clarker99]

Netflix with 34% operating margin is unreal. Not long ago many people didn't see a path to meaningful profit in the industry.

Netflix leaning in to live TV and Live Events more and more when the previous CEO's said they would never do it.

 

[RivShore]

Netflix with 34% operating margin is unreal. Not long ago many people didn't see a path to meaningful profit in the industry.

Netflix leaning in to live TV and Live Events more and more when the previous CEO's said they would never do it.

Any idea what linear margins were like in the good old days?

 

[HokieRaven5]

Netflix with 34% operating margin is unreal. Not long ago many people didn't see a path to meaningful profit in the industry.

Netflix leaning in to live TV and Live Events more and more when the previous CEO's said they would never do it.

Well at least one streaming company can essentially make linear level margins.