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Business Wire (Thu, 9:00AM)
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Business Wire (May 16, 2013)
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Magic Remains In Disney's Kingdom After Strong ResultsTrefis • Tue, May 14
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Magic Remains In Disney's Kingdom After Strong ResultsTrefis • Tue, May 14
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Walt Disney's CEO Discusses Q1 2012 Results - Earnings Call TranscriptTue, Feb 7, 2012 • 1 Comment
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Walt Disney's CEO Discusses Q4 2011 Results - Earnings Call TranscriptThu, Nov 10, 2011
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Walt Disney's CEO Discusses Q2 2011 Results - Earnings Call TranscriptTue, May 10, 2011
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Walt Disne Q2 2010 Earnings Call TranscriptTue, May 11, 2010
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Walt Disney Co. F1Q10 (Qtr End 1/2/10) Earnings Call TranscriptTue, Feb 9, 2010 • 1 Comment
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Walt Disney F4Q09 (Qtr End 10/3/09) Earnings Call TranscriptThu, Nov 12, 2009
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Walt Disney F3Q09 (Qtr End 6/27/09) Earnings Call TranscriptThu, Jul 30, 2009
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Walt Disney F2Q09 (Qtr End 3/28/09) Earnings Call TranscriptTue, May 5, 2009
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Walt Disney F4Q08 (Qtr End 9/27/08) Earnings Call TranscriptThu, Nov 6, 2008
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Walt Disney F3Q08 (Qtr End 6/28/08) Earnings Call TranscriptWed, Jul 30, 2008
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Walt Disney F2Q08 (Qtr End 3/29/08) Earnings Call TranscriptTue, May 6, 2008
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at Fox Business (Fri, 11:39AM)
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at MarketWatch.com (Thu, 12:24PM)
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at CNBC.com (Thu, 12:11PM)
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Business Wire (Thu, 9:00AM)
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at Fox Business (Tue, 2:45PM)
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at CNBC.com (Sun, 12:12PM)
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at Fox Business (May 17, 2013)
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at Fox Business (May 17, 2013)
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at CNBC.com (May 17, 2013)
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at CNBC.com (May 17, 2013)
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at Fox Business (May 16, 2013)
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Business Wire (May 16, 2013)
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at CNBC.com (May 15, 2013)
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at Fox Business (May 15, 2013)
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at Fox Business (May 14, 2013)
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at MarketWatch.com (May 13, 2013)
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at Fox Business (May 13, 2013)
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at Fox Business (May 12, 2013)
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at CNBC.com (May 12, 2013)
DIS vs. ETF Alternatives
Company Description
The Walt Disney Company, together with its subsidiaries, is a diversified worldwide entertainment company with operations in five business segments: Media Networks, Parks and Resorts, Studio Entertainment, Consumer Products and Interactive Media. For convenience, the terms “Company” and “we” are... More
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- | On the move
- Monday, May 13, 7:30 AM Broadcasters ABC, CBS, Fox, and NBC will settle for the lowest round of average rate hikes in three years during the "upfront" selling season, according to industry watchers. Though the expected increase in ad rates of 6% sounds fairly lush, annual rate increases were in the double digits only two years ago before the impact of streaming alternatives and a step up in cable programming was fully felt. Upfront ad rate forecast: CBS +6.5%, ABC (DIS) +6%, Fox (NWS, NWSA) + 5.5%, NBC (CMCSA) +5%. Comment! [Consumer]
- Friday, May 10, 7:22 AM ESPN says it will consider subsidizing wireless data plans for users of its mobile content, according to the Wall Street Journal. The move by the Disney (DIS) property could help it ensure that the monthly data caps of wireless carriers aren't limiting the upside potential of its business. Comment! [Consumer]
- Thursday, May 9, 3:05 PM Senator John McCain officially introduces the Television Consumer Freedom Act of 2013 in Congress in a milestone for the movement toward "a la carte" cable market pricing for consumers. On the floor of the Senate, McCain singled out Comcast's (CMCSA -0.9%) NBC and Disney's (DIS +1.1%) ESPN-ABC family of channels as examples of media concerns forcing consumers to pay for bundled channels they don't want. Analysts think the combined heft of the broadcasting industry stands a good chance of keeping McCain's bill spinning in place. (full bill) 9 Comments [Consumer]
- Thursday, May 9, 9:53 AM Blowing up the well-entrenched pay TV model won't be very easy for Senator John McCain with the politician not even on the Senate Commerce Committee anymore observes AllThingsD's Peter Kafka. But if a la carte pricing were to ever become a reality, one network that has a lot to lose is Disney's (DIS -0.1%) ESPN. The sports channel lands a whopping +$5 per subscriber from providers while only 25% of those paying the bills say they watch the network regularly. Another way Disney could ultimately be exposed is through its piece of A&E Networks which is able to bundle many add-ons around mega-hit The Walking Dead to ratchet up carriage fees. 4 Comments [Consumer]
- Thursday, May 9, 8:04 AM Senator John McCain will introduce legislation shortly to overhaul the TV business by giving consumers the option to buy channels on an individual basis (a la carte) - instead of seeing only large bundles as options. The politician will face fierce resistance from broadcast (NWS, DIS, CMCSA, CBS, AMCX, SNI, OUTD, DISCA, VIAB) and cable companies (CVC, CHTR, TWC) but may have a friend in upstart Aereo which has been rankling a few feathers as well. (Aereo timeline) 28 Comments [Consumer]
- Wednesday, May 8, 9:39 AM Heard during Disney's (DIS -1%) earnings call: 1) Investments in Fantasy Land at Magic Kingdom in Orlando look to be helping traffic. An all-time single day attendance record was set at the park during Easter weekend. 2) CEO Robert Iger addresses the one segment that is under-performing at the company (TV business) by noting that TV markets are compressing, but the exec sees market share improving. 3) Disney is working on opportunities to utilize the Star Wars franchise into television and theme parks. Details will follow later this year. (transcript) 5 Comments [Consumer, On the Move]
- Tuesday, May 7, 9:19 PM Marissa Mayer (YHOO) held a preliminary talk with Hulu (DIS, CMCSA, NWS) execs about a bid for the video site, "numerous sources" tell Kara Swisher. Amazon (AMZN), Guggenheim Partners, and ex-News Corp. COO Peter Chermin (previous) are also said to be weighing bids. Yahoo was one of the companies offering to buy Hulu back in 2011, and with the French government having thwarted its Dailymotion bid, Hulu and its 4M+ premium subs might not be a bad backup plan. But much likely depends on the content rights Hulu's risk-averse old media owners are willing to give. 1 Comment [Tech, M&A, Consumer]
- Tuesday, May 7, 4:28 PM More on Disney's (DIS) FQ2: Revenue gains were paced by segment strength at Parks and Resorts +14% Y/Y to $3.302B, Consumer Products +12% to $763, and Studio Entertainment +13% to $1.34 up as Oz: The Great and Powerful bumped up against a soft comparable from last year which included the below par haul for John Carter. Cable network revenue was up 9% to help offset slipping broadcast revenue with the company noting affiliate revenue benefited from contractual rate increases. The loss at Disney Interactive narrowed to $54M as the segment looks poised to be a major back-half 2013 topic. DIS +1.0% AH. (PR) 3 Comments [Consumer, Earnings]
- Tuesday, May 7, 4:22 PM Disney (DIS): FQ2 EPS of $0.79 beats by $0.03. Revenue of $10.55B (+14% Y/Y) beats by $50M. Shares +0.7% AH. (PR) 4 Comments [Breaking News, Consumer, On the Move, Earnings]
- Tuesday, May 7, 8:51 AM Shares of Disney (DIS) are up 0.6% to $65.44 premarket after the company announces a deal with Electronic Arts to make new Star Wars games and with its FQ2 earnings report slated for release later today. What to watch: Disney says it will make games for a "core gaming audience" and will hold on to the rights to develop titles for other mobile devices. Look for some visibility from execs tonight on a conference call (webcast) as to the when and how on making Disney Interactive profitable. Comment! [Consumer, On the Move]
- Tuesday, May 7, 12:10 AM Notable earnings after Tuesday’s close: ANDE, ARAY, AWK, AXLL, BIO, BIOL, BMC, BWC, CA, CDXS, CHRW, CODI, DGI, DGIT, DIS, DVA, EA, ENPH, EXEL, GA, GPOR, HTA, IAG, JAZZ, KGC, LYV, MAKO, MCEP, MCK, MDLZ, MITK, MRO, MYGN, NVTL, OAS, OCLR, OHI, ONXX, ORA, PRI, RBCN, SD, SGEN, SYMC, SYNC, TRIP, TWO, URS, VCLK, WBMD, WFM, WMB, WPZ, WTI, Z 1 Comment [Earnings]
- Monday, May 6, 5:47 PM Electronic Arts (EA) +2.1% AH after announcing a multi-year deal with Disney (DIS) to make new Star Wars games "spanning all interactive platforms and the most popular game genres." Disney maintains the rights to develop mobile, online, and social games for the franchise. The deal comes shortly after Disney decided to shutter LucasArts' game development studio, and close to 18 months after EA launched Star Wars: The Old Republic, whose performance has underwhelmed. (PR) 1 Comment [Tech, On the Move, Consumer]
- Monday, May 6, 5:35 PM Notable earnings after Tuesday’s close: ANDE, ARAY, AWK, AXLL, BIO, BIOL, BMC, BWC, CA, CDXS, CHRW, CODI, DGI, DGIT, DIS, DVA, EA, ENPH, EXEL, GTEK, GA, GPOR, IAG, JAZZ, KGC, LYV, MAKO, MCEP, MCK, MDLZ, MITK, MRO, MYGN, NVTL, OAS, OCLR, OHI, ONXX, ORA, PRI, RBCN, SD, SGEN, SYMC, SYNC, TRIP, TWO, URS, VCLK, WBMD, WFM, WMB, WPZ, WTI, Z 1 Comment [Earnings]
- Monday, May 6, 5:52 AM Disney's (DIS) "Iron Man 3" has raked in $680.1M in worldwide sales in the 12 days since its release, including $175.3M over its debut weekend in the U.S. and Canada. Only last year's "The Avengers" - which also includes the Iron Man character - has generated more money on its opening weekend, highlighting the success of Disney's "branded tent-pole" film strategy. 1 Comment [Consumer]
- Sunday, May 5, 11:56 AM Box office roundup: 1) Revenue continues to pour in at a breakneck pace for Disney's (DIS) Iron Man 3. Early estimates for the movie's opening U.S. weekend are for a $170M haul (vs. ~$150M consensus) to push global sales for the film to over $360M. 2) Keep an eye on IMAX (IMAX). The company is seeing the percentage of moviegoers in the U.S. choosing to see big tentpole films in the big-screen format increase - including an impressive 10% this weekend for Iron Man 3. 3) Analysts at Cowen and Co. think Warner Bros. (TWX) could have a big summer with The Hangover Part III and The Great Gatsby set up to beat estimates while they warn DreamWorks Animation (DWA) could struggle with 3D computer-animated film Turbo facing serious competition. 4 Comments [Consumer]
- Friday, May 3, 10:49 AM The major broadcast networks aren't giving up the summer months to cable rivals (and Netflix?) this year and plan to keep a fresh slate of programming in front of viewers. Leading the charge is CBS (CBS +0.8%) with the Stephen King-inspired Under the Dome scheduled to debut in June. What to watch: With new programs come higher development and marketing costs. How much will Comcast (CMCSA +1.3%), News Corp (NWSA +1.3%), and Disney (DIS +0.7%) invest in the summer ventures of their broadcast TV properties and will it be enough? 1 Comment [Consumer]
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The Complete Dividend Plan: Up over 1.5% today. PBA,AGGZF,STAG leading the charge will most own the same widely held that Wall Street wants them to own. Outside the box
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Saibus Research
Media Industry Review http://bit.ly/13FanKH via @saibusresearch $SNI $DISCK $NWS $DIS $PRIS $LEE - View all 0 replies
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Philip Saglimbeni
$DIS, rallying hard the last few months, I'm long and expect solid results tonight but it's hard to see it not sell off - View all 12 replies
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Philip Saglimbeni: solid beat on top and bottom, slightly higher AH, looks nice! -
Minutemen: Definitely a very solid beat, but I guess not solid enough. Will be interesting to see how it does today. Can't imagine much downside.
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J. A. Saglimbeni
New highs all over the place: $MA, $DIS, $UNP, $PKG just to name a few....nice indeed! - View all 2 replies
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Philip Saglimbeni: many caught with their pants down today, nice day -
LATEST REPLIES
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Nicholas Ward
Keep an eye on $DIS - the stock is down again today, this might be the start of a dip that I've personally been waiting for. - View all 10 replies
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Nicholas Ward: I got some of mine at the bottom and have since bought more at $21. Congrats on your DIS - I don't think you'll ever regret that purchase. -
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Philip Saglimbeni: Hazmath, sry I only just saw your comment, HFC has some serious growth numbers, only thing is it appear to be slowing lately -
Philip Saglimbeni: I'm going to dig a bit deeper on this one, thanks for the recommendation, I love the past numbers tho, great performance as well
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Energysystems: Christ, OM....I'm planning on being dusted over the ocean. How the hell do you cover such shiiet?
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Tony Kau
$DIS Mickey Mouse club pretty excited here - looks overbought http://ow.ly/i/1D2wW http://ow.ly/ior4M - View all 1 replies
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DaLatin: Looks like Old Ruppert is going to take a shot at his own sports channel. Wonder if he will ever dent ESPN. Thats DIS cash cow
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Philip Saglimbeni
How does $AMCX compare to $DISCA, $SNI and $DIS as a pure content creation play?http://seekingalpha.com/a/qqch - View all 8 replies
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Philip Saglimbeni: someone mentioned $LGF to me a while back and I have to say I did not think it would trade as well as it has, congrats on the great price -
DaLatin: I got it from Brandon Gibbs from SA Smart young man. haven't seen in a while. hatip
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Bret Kenwell
Looking to add to $DIS $MA $V and most of all $PNRA. Might see a tough year for PNRA but looking long-term here. This one is great. - View all 13 replies
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kshprog: If Iger ends up under oath being asked by congress why he's tracking kids in his parks? markey running for kerry seat so motivated to pursue
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Philip Saglimbeni
$DIS is allowing JJ Abrams to direct Star Wars 7. I like this move, fantastic director. - View all 8 replies
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Minutemen: I am not a fan of JJ Abrams' stuff (movies or TV), but he seems to do well at the box office. I did like StarTrek and Super 8 though. -
Philip Saglimbeni: hopefully he does something similar with Star Wars as he did with Star Trek: bring it to new generations but keep it familiar as well
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Minutemen: I'm very long $Dis. New buy ratings not hurting the stock. ;-)
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J. A. Saglimbeni: The Force has increased the value of this Mouse House, Long quality and $DIS is some serious quality... -
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FortSumter: $DIS is over extended short term. Would like to see it pull back to the 10day. I got out before fiscal cliff bs and want back in.



