The Walt Disney Company

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  • Dec. 14, 2012, 11:18 AM

    Disney (DIS -0.6%) signs a carriage deal with Cox Communications which will allow Cox subscribers to access the firm's large lineup of sports, news, and entertainment networks. The Cox agreement - along with similar deals with Comcast and Cablevision - is important because it provides access for cable customers to Disney content on mobile apps and tablets. The key: Disney's must-have ESPN sports stations provide it the clout to piggyback other stations on to its carriage deals to boost the overall revenue haul.

    | Dec. 14, 2012, 11:18 AM
  • Dec. 14, 2012, 7:04 AM
    Disney (DIS) settles a brewing class action lawsuit against it over overtimes wages without admitting any liability. The case will go in front of a judge next year to be certified.
    | Dec. 14, 2012, 7:04 AM
  • Dec. 13, 2012, 7:04 PM

    Disney (DIS) announces a distribution agreement with Cox Communications to deliver its lineup of sports, news and entertainment content to Cox customers across the entertainment spectrum. In total, approximately 70 services are covered including a variety of ABC-related channels, Disney Channel, ESPN, as well as more than 10 high-definition networks.

    | Dec. 13, 2012, 7:04 PM
  • Dec. 11, 2012, 9:05 AM

    Though the common refrain from analysts is that Disney (DIS) made out like bandits in its major content deal with Netflix (NFLX), Rocco Pendola isn't so sure. He prefers the Time Warner (TWX) model of building a digital content powerhouse internally and just selling the scraps to Netflix, Amazon, and other content channels. With ESPN in its back pocket, Disney has the clout to gets its own networks in front of plenty of households. Why empower Netflix?

    | Dec. 11, 2012, 9:05 AM | 2 Comments
  • Dec. 11, 2012, 12:30 AM
    Disney (DIS) acquires South Korean gaming outfit Studio Ex for an undisclosed amount in a deal that will help it push into the Asian multiplayer gaming market. Taking into consideration a separate partnership Disney has in South Korea covering development, it appears the end game for the company is to create games around the well-known characters from Marvel Studios.
    | Dec. 11, 2012, 12:30 AM
  • Dec. 10, 2012, 2:50 PM

    DirecTV (DTV -1.1%) plans to charge new customers in the L.A. $3 more per month for access to all four of the regional sports networks it offers. The bigger issue: The move is another warning shot in what looks to be a protracted war between cable and media companies over how sports coverage and fees will be sliced up with more regional sports networks popping up. With live coverage of major sporting events on the Internet still largely a non-factor, there should be enough carriage fees and advertising revenue to keep both sides plush. Sports coverage players: ESPN (DIS), NBC Sports (CMCSA), Madison Square Garden (MSG), Fox Sports (NWS), CBS Sports (CBS), Yes Network.

    | Dec. 10, 2012, 2:50 PM | 1 Comment
  • Dec. 5, 2012, 1:05 PM

    Highlights from Disney's (DIS +0.8%) presentation at the UBS Global Media Conference: 1) CFO Jay Rasulo says ESPN is still a major focus for growth as advertising remains strong for the network's stable of channels. 2) New films from Disney studios will increasingly focus on rates of returns outside of the theater window, especially with the DVD market shrinking. The merchandising opps for Marvel and Star Wars line up nicely on that front. 3) On Netflix, the company found it to be the highest value SVOD deal in front of it. (webcast)

    | Dec. 5, 2012, 1:05 PM
  • Dec. 4, 2012, 3:42 PM
    Regulators clear the purchase by Disney (DIS +0.1%) of Lucasfilm for $4B, paving the way for the company to start explicitly cashing on in the Star Wars franchise. Sequels to the six-part movie series will start rolling out in 2015, but theme park and merchandising tie-ins will ramp up well before then.
    | Dec. 4, 2012, 3:42 PM | 1 Comment
  • Dec. 4, 2012, 2:05 PM

    More on the Netflix-Disney deal: The agreement will begin with 2016 theater releases from studios under the Disney umbrella including Pixar, Marvel, and Walt Disney Animation. Netflix subscribers will be able to watch the selected titles ~7 months after release on a variety of platforms. In addition, older Disney titles will be added to the firm's mix of movies. Quick analyst take: On the positive side, it's a major coup for Netflix that's likely to separate it a bit from the crowded pack of streaming options. On the other hand, the deal doesn't launch for 3 years and with financial terms undisclosed, analysis is handcuffed.

    | Dec. 4, 2012, 2:05 PM | 13 Comments
  • Nov. 30, 2012, 11:06 AM

    Disney (DIS -0.2%) chief Alan Horn gives some insight on plans over Star Wars: Episode VII, saying the film will have at its director named soon. The Star Wars revenue machine won't stand idle until the movie's 2015 release, Angry Birds Star Wars is already listed as the most popular iPhone gaming app and theme parks will soon be infused with more Star Wars merchandising and rides.

    | Nov. 30, 2012, 11:06 AM | 2 Comments
  • Nov. 29, 2012, 7:30 AM

    Disney (DIS) moves up 1.1% premarket after raising its annual dividend by 25%. The bump is higher than what analysts saw coming from the company with the $4B Lucasfilm purchase in the hopper.

    | Nov. 29, 2012, 7:30 AM
  • Nov. 28, 2012, 4:15 PM
    Disney (DIS) declares $0.75/share annual dividend, 25% increase from prior dividend of $0.60. Forward yield 1.53%. For shareholders of record Dec 10. Payable Dec 28. Ex-div date Dec 06. Shares +0.7% AH. (PR)
    | Nov. 28, 2012, 4:15 PM | 1 Comment
  • Nov. 28, 2012, 7:47 AM

    Fitch gives Disney's (DIS) proposed offering of new bonds an A rating. The company sold $3B in bonds with maturities covering 3-years, 5-years, 10-years, and 30-years. The nod from Fitch, though not unexpected, is still important with the $4B purchase of Lucasfilm on tap.

    | Nov. 28, 2012, 7:47 AM
  • Nov. 28, 2012, 3:33 AM

    Bond issuance from investment-grade companies has reached $109B so far this month, a record for November. Disney (DIS), Murphy Oil (MUR) and six others are the latest to take advantage of low rates and high demand, selling $10.15B worth of debt yesterday. Murphy is an example of a company that raises debt to fund buybacks and/or dividend payouts ahead of an expected hike in dividend taxes next year.

    | Nov. 28, 2012, 3:33 AM
  • Nov. 26, 2012, 5:24 AM

    Sales of cinema tickets over the five-day Thanksgiving period starting on Wednesday hit a record $290M. Lions Gate's (LGF) "The Twilight Saga: Breaking Dawn, Part 2" led the way with $64M, bringing the film's total domestic revenue to $227M, while Sony's (SNE) "Skyfall," generated $51M, and Fox's (NWS) "Life of Pie" $30.2M.

    | Nov. 26, 2012, 5:24 AM | 1 Comment
  • Nov. 21, 2012, 2:01 PM

    ESPN (DIS) reaches a 12-year deal - supposedly in the area of $500M/year - to be the exclusive broadcaster for the college football playoff system set to begin in the 2014-15 season. Combined with previous deals garnering the Rose, Sugar, and Orange bowls, ESPN has the rights to the entire postseason arrangement.

    | Nov. 21, 2012, 2:01 PM | 3 Comments
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.