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The Walt Disney Company (DIS)

- NYSE
  • Oct. 31, 2014, 11:47 AM
    • The Barbie vs. Elsa sales trend looks to be extending into the holiday season.
    • Hasbro (HAS +1.2%), Jakks Pacific (JAKK -1.4%), and Disney (DIS +1.3%) all saw a powerful sales boost from Frozen-related doll sales in Q3, while Mattel's (MAT +2.1%) Barbie brand slumped during the quarter.
    • A scan of Google search tallies indicates Elsa is still taking Barbie market share just ahead of the crucial holiday season.
    • Google Trends: Barbie, Elsa.
    | 5 Comments
  • Oct. 31, 2014, 9:28 AM
    • Disney theme parks operated by Oriental Land in Japan are in line for $4.5B in upgrades and expansion, according to Bloomberg.
    • Disney (NYSE:DIS) receives license fees from the two parks earmarked for the investment - Tokyo Disneyland and Tokyo DisneySea.
    • A large attraction based on the movie Frozen is part of the expansion plan at Tokyo Disneyland.
    • Frozen is the 2nd highest grossing film ever in Japan.
    | 2 Comments
  • Oct. 28, 2014, 2:57 PM
    • Marvel announces during a live event that The Avengers 3 will be split into two movies with release dates set for May of 2018 and 2019.
    • Execs also outlined a whole slate of superhero movies in the pipeline.
    • Other Marvel releases: Captain America: Serpent Society (May 6, 2016), Doctor Strange (Nov. 4, 2016), Guardians of the Galaxy 2 (May 5, 2017), Thor: Ragnarok (July 27, 2017), Black Panther (Nov. 3, 2017), Captain Marvel (July 6, 2018), and Inhumans (Nov. 2, 2018).
    • What to watch: Several of the premiere dates were moved up from the anticipated release windows, meaning Disney (NYSE:DIS) could see cash flow in slightly ahead of schedule.
    | 3 Comments
  • Oct. 28, 2014, 12:44 PM
    • Viacom (VIA, VIAB) says it will expand the amount of programming it offers on Hulu under the terms of a new deal.
    • Series from Nickelodeon, Comedy Central, MTV, VH1, TVLand, Spike, BET, and Logo will all be added to Hulu over the coming weeks.
    • Hulu is owned by Disney (NYSE:DIS), Comcast (NASDAQ:CMCSA), and 21st Century Fox (NASDAQ:FOXA).
    | Comment!
  • Oct. 28, 2014, 10:45 AM
    • ESPN (NYSE:DIS) reports that last night's broadcast of the Washington Redskins victory over the Dallas Cowboys delivered the highest rating for MNF since 2010.
    • The ratings smash could take some of the steam out of the argument from media analysts that the MNF property has been watered down due to the busier sports programming schedule.
    • ESPN commands the highest carriage fees from distributors in the business.
    | 3 Comments
  • Oct. 24, 2014, 1:48 PM
    • RBC is out with a forecast on which studios will make the most money in 2015 from selling off-network series to SVOD concerns such as Netflix (NASDAQ:NFLX), Amazon Prime (NASDAQ:AMZN), and Hulu.
    • CBS Studios (NYSE:CBS) leads the pack at $179M, while Warner Bros. (NYSE:TWX) is expected to bring in $106M and Lion's Gate (NYSE:LGF) about $61M.
    • Sony Pictures TV (NYSE:SNE), Fox (NASDAQ:FOXA), and ABC Studios (NYSE:DIS) are pegged to bring in $40M-$43M.
    • The overall spend of the top three streamers on older series is expected to rise 31% to $6.8B next year.
    | 3 Comments
  • Oct. 23, 2014, 11:00 AM
    • Marvel Studios (NYSE:DIS) releases the trailer for Avengers: Age of Ultron after a leaked copy made the rounds online earlier this week.
    • Expectations for the Avengers sequel are sky-high after the first film generated $1.519B globally to rank 3rd on the all-time box office list.
    • The film debuts in the U.S. on May 1, 2015.
    • Trailer (YouTube)
    | 3 Comments
  • Oct. 20, 2014, 10:25 PM
    • The top ten films in the U.S. grossed $115.4M over the weekend, up 27% from the same period a year ago.
    • Sony's (NYSE:SNE) Fury was the top movie of the weekend with a $23.5M take, while 20th Century Fox's (NASDAQ:FOXA) Gone Girl impressed by taking in $17.8M in its third week at theaters. The David Fincher film crossed the $100M mark over the weekend vs. a production budget of $62M.
    • YTD U.S. box office revenue -3.9% at $8.261B.
    • Studio stocks: LGF, SNE, VIA, CMCSA, DIS.
    • Movie exhibitor stocks: CKEC, CNK, RGC, MCS, RDI, AMC, IMAX.
    | 1 Comment
  • Oct. 20, 2014, 3:06 PM
    • Disney (DIS +2%) announces a late 2016 release window for animated feature Moana.
    • The time slot is much earlier than expected for the debut of the Polynesian princess.
    • The sizzling global success of Frozen could have something to do with the push by execs to get another Disney princess into the mainstream earlier.
    | 1 Comment
  • Oct. 17, 2014, 2:26 PM
    • Moody's calls the decision by CBS (CBS +2.3%) to move forward with a streaming service another step forward in the "transformation" of content delivery.
    • The ratings agency thinks the product will be attractive to millennials and cord nevers, but is undermined a bit by not including NFL broadcasts.
    • In an interesting pullout, Moody's predicts the service won't have a material impact on subscriber demand for SVOD concerns such as Netflix (NFLX -2.2%), Hulu, and Amazon Prime (NASDAQ:AMZN).
    • Moody's also point out that content providers will have the ability to set restrictions on content delivery in order to maximize revenue streams. Disney's (DIS +2.6%) ESPN comes to mind.
    | Comment!
  • Oct. 17, 2014, 11:05 AM
    • It's a zero-sum game for doll sales as a sharp slide in Q3 Barbie sales for Mattel (MAT -1.1%) coincides with sizzling growth for dolls based on Disney's (DIS +2.6%) Frozen movie.
    • Hasbro (HAS +0.4%) and Disney signed a doll pact in September, while Jakks Pacific (JAKK +1.1%) is also in the Frozen mix.
    • Mattel is in danger of setting a 52-week low today with some retail analysts piling on a bit.
    | 6 Comments
  • Oct. 16, 2014, 6:52 AM
    • Guggenheim DIS)+to+Neutral/9915254.html" target="_blank">lowers its rating on Disney (DIS) to Neutral from Buy.
    • The investment firm drops its price target on the House of Mouse to $87 from $96.
    • DIS -1.4% premarket.
    | 8 Comments
  • Oct. 15, 2014, 11:32 AM
    • Netflix (NFLX -2.6%) slid a little lower after Time Warner announced HBO would become a stand-alone service sometime in 2015.
    • Though it isn't clear how much of HBO's programming will migrate over to the OTT product, the mention of the "international possibilities" of a streaming HBO is enough to catch the attention of Netflix watchers.
    • The development also has implications for Hulu (DIS, CMCSA, FOXA) and Amazon (AMZN -1%) which could end us as delivery partners or direct streaming rivals, according to Re/code.
    • Pay-TV operators (CHTR, CVC, DISH, DTV) are in a bit of a box by the plan and may choose to play hardball with HBO.
    | 4 Comments
  • Oct. 15, 2014, 7:52 AM
    • Lion's Gate (NYSE:LGF) exec Kevin Beggs delivered a little bit of a thunderbolt during his talk at the Mipcom media conference.
    • Beggs says he see very few barriers to entry for more streaming services to pop up in the near future, perhaps even from a tech major.
    • He notes that even a $5-$10/per month streaming service doesn't need a huge number of subscribers to break even.
    • A host of streaming companies bidding on content could be a positive for Lion's Gate and other studios (VIA, VIAB, SNE, DIS, TWX).
    | Comment!
  • Oct. 14, 2014, 3:46 PM
    • ABC News (NYSE:DIS) had the rug pulled out from under it after a reporting error by Nielsen (NLSN +0.7%) was corrected to shift its evening newscast out of 1st place.
    • Last week, ABC News was lauded for ending NBC's 263-week streak atop the nightly news ratings - but after the adjustment was made, NBC escaped with a narrow ratings win.
    | Comment!
  • Oct. 10, 2014, 7:43 AM
    • The top 40 cable channels have lost 3% of the subscribers over the last four years, according to data compiled by The Wall Street Journal.
    • ESPN (NYSE:DIS), TNT (NYSE:TWX), Nickelodeon (NASDAQ:VIAB), USA (NASDAQ:CMCSA) and CNN all shed more than 3% of their subscribers as consumers sought smaller bundles.
    • Basic plans with a trimmed list of channels account for 12% of all pay-TV subscriptions, up from a level of 8%-10% just a few years ago.
    • Related stocks: DISH, DTV, CHTR, CVC.
    | 1 Comment
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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.