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The Walt Disney Company (DIS)

  • Jan. 24, 2013, 10:29 AM
    The aggressive moves by Fox Sports (NWS +0.3%) in building the cornerstone for a national sports network isn't a threat to Disney's (DIS +1%) ESPN anytime soon, according to analysts. In order to cut significantly into ESPN's dominance, Fox would need to land NBA or NFL rights which won't be up for bidding for years. The most likely scenario is that Fox Sports will keep adding a steady mix of MLB, college football, NASCAR, and English Premier League programming to help it hike the prices it charges cable companies.
    | Jan. 24, 2013, 10:29 AM | 2 Comments
  • Jan. 23, 2013, 2:21 PM
    Riley Caris thinks Disney (DIS +2.3%) will see improved results with wider margins at its theme parks and higher advertising rates for ESPN. The firm ups its rating to Buy from Neutral and sets a $63 price target. After taking on some scattered criticism for its $4B Lucasfilm purchase, Disney has seen its shares calmly meander to new all-time highs.
    | Jan. 23, 2013, 2:21 PM | Comment!
  • Jan. 23, 2013, 10:09 AM
    Deutsche Bank's David Bianco lists his 30 favorite big-cap stocks, each with a P-E ratio on 2013 EPS below 18 and EPS growth above 5%: DD, APD, MSFT, INTC, IBM, ACN, GOOG, APH, EMC, AAPL, QCOM, ITW, ROK, UTX, HON, GD, ALL, C, USB, PNC, SLB, HAL, CAM, BHI, LYB, DIS, VIAB, NWSA, CBS, MCD.
    | Jan. 23, 2013, 10:09 AM | 10 Comments
  • Jan. 21, 2013, 5:43 AM
    The pay package of Disney (DIS) CEO Robert Iger climbed 20% to $40.2M in 2012, including a basic salary of $2.5M, $9.5M in stock awards and a cash-and-stock bonus of about $24.3M. Over 90% of Iger's compensation was based on the company's earnings and share-price performance. Since he became CEO in 2005, Disney's stock has more than doubled, including rising by a third last year.
    | Jan. 21, 2013, 5:43 AM | 2 Comments
  • Jan. 18, 2013, 5:58 AM
    Judge Lucy Koh yesterday ordered Tim Cook to testify in a lawsuit over whether Apple (AAPL), Google (GOOG) and other hi-tech companies breached antitrust laws by agreeing not to try to poach each others' employees. Erich Schmidt is also due to appear in the trial, as is Intel's (INTC) Paul Otellini. Lawyers for the five plaintiffs in the case reckon that damages could reach hundreds of millions of dollars.
    | Jan. 18, 2013, 5:58 AM | 22 Comments
  • Jan. 15, 2013, 3:47 PM
    More on Disney's (DIS +1%) gaming plans (previous): Infinity will be available for use with a variety of devices including tablets, smartphones, and gaming systems such as the Xbox 360, PlayStation 3, Wii, and Wii U. The company will sell 17 different figurines ($12.99 a piece) and 20 power discs ($4.99 a pack) in the initial phase, but hints at has some "pretty interesting" things up its sleeves for future releases.
    | Jan. 15, 2013, 3:47 PM | Comment!
  • Jan. 15, 2013, 2:54 PM
    Disney (DIS +0.7%) announces initial details on its highly-anticipated Toybox gaming platform, saying a launch is scheduled for June and will include characters from The Monsters University, The Incredibles, and Pirates of the Caribbean franchises. The "Infinity" gaming platform will incorporate physical figurines which integrate with the toy box pad and software.
    | Jan. 15, 2013, 2:54 PM | Comment!
  • Jan. 15, 2013, 1:36 PM
    Disney (DIS +0.6%) signs a deal with AT&T to provide content for its U-verse service. The deal will give U-verse customers more options to watch live coverage from ESPN stations and on demand content on a variety of mobile devices.
    | Jan. 15, 2013, 1:36 PM | Comment!
  • Jan. 14, 2013, 11:21 AM
    Disney (DIS +0.3%) will push a new innovation on visitors to its theme park with a magic bracelet embedded with credit card information that will allow visitors to pay for purchases and enter rides with a sweep of the arm. Though accusations of "Big Brother" watching will likely continue to pop up, the ability for parkgoers to reserve ride times and navigate the parks quicker could trump those concerns.
    | Jan. 14, 2013, 11:21 AM | Comment!
  • Jan. 11, 2013, 12:40 PM
    Disney (DIS -0.1%) plans to take a serious look at creating a live-action Star Wars TV series as it dusts off a number of "provocative" scripts that have been circulated around Hollywood for years. Media analysts note the plan makes imminent sense with Disney able to use its stable of networks to create a long-lasting revenue stream and keep licensing fees inside the House of Mouse. This is where it gets really interesting: Disney could also jumpstart its increasing focus on gaming by tying in show plots with online and mobile games.
    | Jan. 11, 2013, 12:40 PM | Comment!
  • Jan. 10, 2013, 7:00 AM
    Disney (DIS) shakes up its management team, naming George Kalogridis as the new president for Disney World to replace Meg Crofton who will move to the corporate headquarters in Burbank. The leadership transition created a ripple effect up and down Disney's Parks and Resorts segment with other job changes and could signal a shift in strategy.
    | Jan. 10, 2013, 7:00 AM | 1 Comment
  • Jan. 9, 2013, 5:52 PM
    InterActiveCorp-backed (IACI) Aereo has received a fresh $38M in funding - some of it from IAC - to expand its innovative broadcast TV streaming service to 22 new markets by spring, including Chicago, Dallas, Philly, and Houston. Aereo's $12/month NYC service has already driven local broadcasters up the wall and into the courtroom - they see it as a threat to the carriage fees they've begun charging pay-TV providers. (AP review)
    | Jan. 9, 2013, 5:52 PM | Comment!
  • Jan. 8, 2013, 11:22 AM
    Disney (DIS -0.6%) shows off its first set of augmented reality toys which create specific user-generated animations. The company has partnered with Jaxx over the project in what could be the first baby step to a whole new revenue category in the future. (Previous: Disney Toy Box patent buzz)
    | Jan. 8, 2013, 11:22 AM | Comment!
  • Jan. 7, 2013, 6:31 AM
    Disney (DIS) is reportedly carrying out a cost-cutting review that could include reducing staff at its studio and other operations. Disney is particularly looking at jobs that aren't needed anymore because of technological improvements, and at redundant operations. At Disney's studio, the strategy has changed to focus on fewer films and use outside production companies more.
    | Jan. 7, 2013, 6:31 AM | 1 Comment
  • Jan. 4, 2013, 4:30 PM
    It finally happened: Well-respected Hulu (DIS, CMCSA, NWS) CEO Jason Kilar says he's leaving in Q1, and that CTO Rich Tom is joining him. Hobbled by the licensing and distribution restrictions placed by media industry owners generally terrified of upsetting their pay-TV industry clients, money-losing Hulu's total monthly viewers have been surpassed by Netflix's paid subscriber base. Kilar's departure could have something to do with a reported request for a fresh $200M in funding. (also)
    | Jan. 4, 2013, 4:30 PM | 1 Comment
  • Jan. 4, 2013, 3:25 PM
    Disney (DIS +2.1%) files a patent application that has tech and media sites buzzing with speculation. The patent covers a process to animate real videos or pictures to create an augmented reality through a handheld device. Not only are enthusiasts drooling that the move could be the first step to Disney's mythic Toy Box gaming console, they are also quick to note the cozy relationship Disney has with another company potentially looking to dip into the gaming market - Apple.
    | Jan. 4, 2013, 3:25 PM | 1 Comment
Company Description
Walt Disney Co together with its subsidiaries is a diversified entertainment company with operations in five business segments: Media Networks, Parks and Resorts, Studio Entertainment, Consumer Products and Interactive.