The Walt Disney Company
 (DIS)

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  • Feb. 20, 2013, 1:35 PM

    Disney (DIS -0.8%) looks like it could run higher with capital expenditure spending drying up and revenue set to rise across segments. The bull case: ESPN is still a juggernaut, while the Netflix deal will help Disney become the first studio to overtake traditional cable TV firms. As for the potential for Lucasfilm/Star Wars, the movie blogosphere is already ablaze with rumors that Disney is putting the band back together (Harrison Ford, Mark Hamill, Carrie Fisher, John Williams) in a move that could help drive sales.

    | Feb. 20, 2013, 1:35 PM | 3 Comments
  • Feb. 20, 2013, 11:28 AM

    Cutting-edge Oscilloscope says it will be the first film distribution company to release a feature movie through mobile service Vine in a process which will chop its release up into a series of short looping videos. Though certainly not yet a medium which threatens the Hollywood studio model (TWX, DIS, LGF, VIAB, CMCSA, SNE), the development brings up some interesting revenue and promotional opportunities if the big players can harness the Internet interaction of their movies outside of the obligatory YouTube channel.

    | Feb. 20, 2013, 11:28 AM
  • Feb. 18, 2013, 5:24 AM

    A long-running SEC investigation into possible corruption by U.S. movie studios in China is casting a shadow over Hollywood's dealings in the country, especially as there hasn't been too much information on the inquiry's progress. At the same time, Chinese consumers have started to prefer home-grown blockbusters over Hollywood fare. Still, the show goes on, with "Kung Fu Panda 3" and "Iron Man 3" among the projects that use China for filming.

    | Feb. 18, 2013, 5:24 AM | 4 Comments
  • Feb. 15, 2013, 1:23 PM
    Disney (DIS +0.5%) still has 20% upside potential over the next 12 months despite sitting near all-time highs, according to SumZero. The bull case: Slower growth at ESPN as it secured costly sporting rights will reverse and heavy investments in theme parks should pay off. Shanghai Disneyland and Lucasfilm are also earnings drivers which will start clicking in the near future.
    | Feb. 15, 2013, 1:23 PM | 1 Comment
  • Feb. 13, 2013, 10:49 AM
    The planned commodification of the Star Wars franchise by Disney (DIS -0.1%) poses very little threat to overexposure, according to ebullient Hollywood insiders. Though examples of oversaturation litter the scrapyard of movie studios, Disney is sitting on a gold mine. Director Kevin Smith on Star Wars: "It's now as American as baseball and apple pie and as universal as Coca-Cola."
    | Feb. 13, 2013, 10:49 AM | 3 Comments
  • Feb. 13, 2013, 6:44 AM

    Disney (DIS) sells $800M of floating-rate notes priced just below Libor. The company says it will use the funds for general corporate purposes.

    | Feb. 13, 2013, 6:44 AM
  • Feb. 12, 2013, 6:57 AM

    Disney (DIS) reveals details about its new 24-hour news and entertainment channel it's launching with Univision, saying Fusion will launch in late summer. The network will be widely programmed to appeal to an English-speaking Latino audience.

    | Feb. 12, 2013, 6:57 AM
  • Feb. 11, 2013, 8:43 AM

    Dish Network (DISH) will go to trial today to seek $150M from ESPN (DIS) for offering its rivals better terms on the licensing of sports programming in breach of an existing contract between the two companies. The courtroom action could be interesting to investors if ESPN's subscriber rates and terms are disclosed.

    | Feb. 11, 2013, 8:43 AM
  • Feb. 11, 2013, 7:11 AM

    Jakk Pacific signs a deal with Lucasfilm (DIS) to create and market a new Darth Vader toy in what could mark just the beginning of a broadening out of Star Wars franchise merchandising. The new 31-inch Darth Vader figure will hit major retailers in the fall of 2013, just in front of the holiday shopping season. With a slate of of new Star Wars films set to be released - including stand-alone movies based on key characters - Disney isn't expected to wait long before striking even more merchandising deals.

    | Feb. 11, 2013, 7:11 AM
  • Feb. 6, 2013, 6:15 PM

    Netflix (NFLX +5.7%) continued its winter to remember today, possibly aided by favorable comments from Disney (DIS) CEO Bob Iger during the media giant's FQ1 earnings call. When asked about the impact Disney's movie deal with Netflix could have on Disney Channel viewing and pay-TV relationships, Iger stated Disney "thought long and hard" about the impact, and concluded the deal was a "movie play" that wouldn't hurt Disney Channel. Also: Time Warner (TWX) CEO Jeff Bewkes offered Netflix (both a customer and rival) guarded praise during TWX's earnings call. (earlier)

    | Feb. 6, 2013, 6:15 PM
  • Feb. 6, 2013, 5:10 PM
    George Lucas registers to unload (S-3) his 37M share stake (about $2B, or 2% of the firm) in Disney (DIS). He received the shares when selling Lucasfilm to the company.
    | Feb. 6, 2013, 5:10 PM | 4 Comments
  • Feb. 6, 2013, 7:27 AM

    Disney (DIS) will consider an exit for ESPN from the U.K. due to the losses it has piled up in the region. The company is also struggling to retain the rights to key sporting events which doesn't bode well for the network. The topic came up during the company's FQ1 earnings conference call (transcript) in which CFO Jay Rasulo highlighted the unprofitability of ESPN in the U.K. DIS +2.7% premarket.

    | Feb. 6, 2013, 7:27 AM | 2 Comments
  • Feb. 5, 2013, 4:50 PM

    Time for Chewbacca's solo: Disney (DIS) CEO Bob Iger drops a nugget on the CNBC crew during his post-earnings pep session. The exec says the company will develop stand-alone films using Star Wars characters with a slate of movies tentatively scheduled for release between 2015 and 2021.

    | Feb. 5, 2013, 4:50 PM | 5 Comments
  • Feb. 5, 2013, 4:21 PM
    Disney (DIS): FQ1 EPS of $0.79 beats by $0.03. Revenue of $11.34B (+5% Y/Y) beats by $130M. Shares +0.2% AH. (PR)
    | Feb. 5, 2013, 4:21 PM | 5 Comments
  • Feb. 5, 2013, 12:10 AM

    Notable earnings after Tuesday’s close: AFL, BNNY, BV, CBL, CERN, CHRW, CME, CMG, DIS, ENTR, EQR, EXPE, FISV, GLUU, GNW, GTAT, HAIN, HRZN, INFN, JIVE, KFN, KIM, LNC, MWA, MYGN, NLY, NSR, PACB, PNRA, SFLY, SIMG, SU, THOR, TRMB, TTWO, UNM, USNA, ZNGA

    | Feb. 5, 2013, 12:10 AM | 1 Comment
  • Feb. 4, 2013, 5:35 PM

    Notable earnings after Tuesday’s close: AFL, BNNY, BV, CBL, CERN, CHRW, CME, CMG, DIS, ENTR, EQR, EXPE, FISV, GLUU, GNW, GTAT, HAIN, HRZN, INFN, JIVE, KFN, KIM, LNC, MWA, MYGN, NLY, NSR, PACB, PNRA, SFLY, SIMG, SU, THOR, TRMB, TTWO, UNM, USNA, ZNGA

    | Feb. 4, 2013, 5:35 PM
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.