The Walt Disney Company (DIS) - NYSE
  • Apr. 1, 2013, 7:20 AM
    Box office wrapup: 1) Paramount Picture sees some vindication over its controversial decision to delay the launch of G.I. Joe: Retaliation by nine months after the movie puts in a solid $51.7M opening run. The studio pulled the plug on last summer's debut in order to convert the action film to 3-D. 2) Disney's (DIS) Oz The Great and Powerful rakes in another $11.6M and will pass $200M this week. 3) Hollywood box office revenue is down 12% YTD.
    | Apr. 1, 2013, 7:20 AM
  • Mar. 28, 2013, 9:49 AM

    ESPN says over 2.38M viewers watched the U.S. vs. Mexico World Cup qualifier on Tuesday night to double its previous record for a soccer match. What to watch: The Disney-owned (DIS +0.3%) network accounts for over 20% of the cost for a typical cable subscription - a revenue driver the company hopes will be unaffected by increased competition from NBC, Fox, and CBS with new sports networks.

    | Mar. 28, 2013, 9:49 AM
  • Mar. 27, 2013, 8:07 AM
    A new report forecasts explosive growth in the number of pay TV households in the Asia-Pacific region with revenues expected to jump by $12B in the next five years. The conversion from analog TV to digital is a major source of the revenue potential in nations such as the Philippines, Thailand, Indonesia, and Vietnam. What to watch: Though edging into China could be tricky, content players such as HBO (TWX), AMC Networks (AMCX), and Disney (DIS) could see a boost while the trend also has interesting implications for Netflix (NFLX).
    | Mar. 27, 2013, 8:07 AM | 1 Comment
  • Mar. 25, 2013, 4:37 PM
    Hulu (DIS, CMCSA, NWS) has contacted potential buyers to gauge their interest, Reuters reports. Hulu's media industry owners put the video site up for sale in 2011, but decided to hold on after failing to receive an adequate bid. The bids received in a fresh sale attempt will depend a lot on the content licensing terms the  owners are willing to offer. Questions surrounding Hulu's CEO transition could also come into play.
    | Mar. 25, 2013, 4:37 PM
  • Mar. 25, 2013, 3:21 PM
    Nomura forecasts a 3% drop in the U.S. box office this year after 2012 set a record. The outlook is almost a breath of fresh air for movie studios (LGF, DIS, TWX, VIAB) with 2013 off to a weak start, especially with global growth opportunuties looking ready to make up for sluggish U.S. movie demand. Looking at the theater chain stocks, Nomura has Cinemark (CNK) and Regal Entertainment Group (RGC) lined up as its top picks.
    | Mar. 25, 2013, 3:21 PM
  • Mar. 25, 2013, 9:10 AM

    Disney (DIS) says WatchESPN is now available on smartphones and tablets to customers of AT&T's U-Verse. The service gives consumers access to live sporting events broadcast on ESPN, ESPN2, ESPN3, and ESPNU and puts more pressure on new sports networks from Fox, CBS, and NBC to measure up.

    | Mar. 25, 2013, 9:10 AM
  • Mar. 25, 2013, 6:51 AM
    Box office review: The film industry is falling further behind last year's haul with the weekend box for the top dozen films taking in 35% less than last year's comparable weekend. Star performers in an otherwise dull weekend included The Croods with an estimated $44.7M take for DreamWorks Animation (DWA) and Olympus Has Fallen with an opening weekend of $30.5M which beat expectations. The showing for Oz The Great and Powerful from Disney (DIS) was solid again with a $22M third-week tally.
    | Mar. 25, 2013, 6:51 AM
  • Mar. 22, 2013, 11:35 AM

    More Disney (DIS +1.1%) magic: One of studio chief Alan Horn's first moves after taking over last year was to pour an extra $15M into Oz The Great and Powerful, a gambit that appears to be paying off with the first two weeks of global box office receipts strong for the movie. Emboldened by early success,  Horn now plans to push ahead with plans to release more live action movies such as Tomorrowland and a new Pirates of the Caribbean - two titles that seem vaguely familiar to theme park visitors.

    | Mar. 22, 2013, 11:35 AM
  • Mar. 21, 2013, 12:56 PM

    The combined box office from BRIC nations could double to $12.1B by the end of 2017, according to new industry research. Growth in China, Russia, Brazil, and India is being led by higher ticket prices and a rapid pace of screen construction. Though it's good news for Hollywood studios (TWX, DIS, LGF, VIAB, CMCSA, SNE) looking for global growth opportunities, IMAX (IMAX -0.9%) is the company that could see the biggest benefit if the rosy forecast pans out.

    | Mar. 21, 2013, 12:56 PM
  • Mar. 20, 2013, 8:39 AM

    Disney (DIS) says it will distribute an upcoming 3D movie from director Toni Myers jointly with IMAX (IMAX). The partnership will mark the first time the two companies produced an IMAX movie together.

    | Mar. 20, 2013, 8:39 AM | 4 Comments
  • Mar. 19, 2013, 11:00 AM
    Disney (DIS -0.8%) is reported to be working on an app that will allow paying cable/satellite users to stream shows from ABC live to mobile devices. The development could be the next leap forward for "TV Everywhere" as none of the other major broadcasting networks offer the service at the moment.
    | Mar. 19, 2013, 11:00 AM
  • Mar. 18, 2013, 10:41 AM
    Verizon (VZ) has joined Cablevision in wanting a shakeup of the pay-TV industry's structure: Big Red says it's talking with several "midtier and smaller" TV network owners about paying for channels based on how many subscribers watch, rather than the number of covered homes. Verizon's efforts, which it says would allow it to offer a bigger lineup of niche channels, aren't as dramatic as Cablevision's attempts to end to channel bundling. But they still underscore industry discontent with having to pay per-user fees for less popular channels from media giants such as Viacom (VIA) and Disney (DIS), regardless of viewing activity.
    | Mar. 18, 2013, 10:41 AM | 3 Comments
  • Mar. 18, 2013, 6:24 AM
    Disney's (DIS) Oz The Great and Powerful put in a solid second weekend at the box office. The film took in $42.2M to bring its ten-day haul to $145M.
    | Mar. 18, 2013, 6:24 AM | 1 Comment
  • Mar. 16, 2013, 11:45 AM

    The increased focus of media companies to license film and television content to sites such as Amazon and Netflix is irresistible due to the lush margins for streaming video on demand, but the trend also poses a long-term threat to the traditional TV advertising model as new generations of audiences become accustomed to SVOD viewing habits. What to watch: Content companies need to maximize profits without cannibalizing TV ratings for hit shows. Look for more quick SVOD profit hits from CBS (CBS), Discovery Communications (DISCA), Time Warner (TWX), and Viacom (VIA, VIAB) while News Corp. (NWS, NWSA) and Disney (DIS) may have broader streaming plans in mind.

    | Mar. 16, 2013, 11:45 AM | 1 Comment
  • Mar. 15, 2013, 7:34 PM

    If history is a guide, the markets may be due for a pullback, according to S&P Capital's Sam Stovall. Since World War II, Stovall says the median advance once the S&P hits its previous high after recovering from a bear market has been just 3%. But despite the ominous warning, there still may be some places to ride it all out. JPMorgan's chief U.S. equities strategist Tom Lee recently came up with 15 stocks that outperformed the S&P 500 in eight of the last 11 pullbacks since 2009: CAG, IBM, DIS, GPC, MMM, FISV, PAYX, PPG, SYY, SIAL, UNP, UTX, PX, L, and XRAY.

    | Mar. 15, 2013, 7:34 PM | 42 Comments
  • Mar. 15, 2013, 11:19 AM

    J.P. Morgan's Thomas Lee sees two distinctive style attributes that will help stocks outperform after the recent run-up: high free cash flow yields and - surprisingly - low dividend yields. Lee's screen produces 15 stocks investors can buy now: CAG, IBM, GPC, MMM, PAYX, UTX, SYY, PPG, PX, UNP, FISV, SIAL, XRAY, L, DIS.

    | Mar. 15, 2013, 11:19 AM | 6 Comments
Company Description
The Walt Disney Co. together with its subsidiaries and affiliates is a diversified international family entertainment and media enterprise. It operates through five business segments: Media Networks, Parks & Resorts, Studio Entertainment, Consumer Products and Interactive Media. The Media... More
Sector: Services
Industry: Entertainment - Diversified
Country: United States