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The Walt Disney Company (DIS)

  • Mar. 8, 2013, 8:30 AM
    A sleepy U.S. movie box office hopes to get awakened this weekend with the debut of Disney (DIS) film Oz The Great and Powerful. What to watch: The movie is key for Disney and studio chief Alan Horn in order to prove it can perform as well as the company's other clicking segments. If the film can nab $100M in domestic and another $100M in global ticket sales during the weekend, shares could get a boost.
    | Mar. 8, 2013, 8:30 AM | Comment!
  • Mar. 7, 2013, 8:13 AM
    A couple of Wellesley professors say their research shows the closing of major online piracy websites added 6% to 10% to online revenue for movie studios - a mark that is higher than what analysts factored in for the effect. Though it's major studios such as Sony (SNE), Disney (DIS), Viacom (VIAB), and Lions Gate (LGF) which have done most of the heavy lifting in the anti-piracy fight - the trend toward legitimate movie viewing isn't half-bad for Coinstar (CSTR) or Netflix (NFLX) either.
    | Mar. 7, 2013, 8:13 AM | 6 Comments
  • Mar. 6, 2013, 1:15 PM
    Bob Iger's position of power at Disney (DIS -0.3%) is safe after a shareholder resolution proposing to split the role of CEO and Chairman is voted down at the company's annual meeting. (webcast)
    | Mar. 6, 2013, 1:15 PM | Comment!
  • Mar. 6, 2013, 1:00 PM
    Heard during Disney's (DIS -0.4%) annual shareholder meeting: 1) Pension funds reps are given a microphone to pitch their resolution that executive compensation should be reeled back and the role of CEO/Chairman be split into two positions. 2) No visible signs of worry from execs on the threat of Fox's new all-sports new channel. By all accounts, ESPN will remain an advertising juggernaut. 3) CEO Bob Iger confirms the company is working on some standalone movies which feature the characters from the Star Wars franchise. (webcast)
    | Mar. 6, 2013, 1:00 PM | Comment!
  • Mar. 6, 2013, 8:17 AM
    Disney's (DIS) annual shareholder meeting begins this morning with a high-profile vote on the role of CEO Bob Iger on the schedule. The Connecticut Retirement Plans and Trust Funds will pitch a plan to shareholders to separate the roles of CEO and chairman. (webcast)
    | Mar. 6, 2013, 8:17 AM | Comment!
  • Mar. 5, 2013, 11:15 AM
    Disney (DIS +1.3%) works out a deal with Nielsen to adapt some of the ratings firm's online measures for advertisers looking to market across different mediums. The bigger issue: With the network industry getting set to pitch shows for advertisers and set upfront fees - look for more deals as CBS (CBS), NBC (CMCSA), A&E (AMCX), Fox (NWS) and TBS (TWX) scrap to have every eyeball counted while big spenders like Anheuser-Busch Inbev, Procter & Gamble, and Coca-Cola argue against it by contending the two mediums don't translate.
    | Mar. 5, 2013, 11:15 AM | 1 Comment
  • Mar. 4, 2013, 7:17 AM
    Box office tracking shows Disney (DIS) movie Oz The Great And Powerful is on pace to earn $80M or more for its opening weekend which would be the best start for a film in 2013. Quite a bit is at stake with the release after the company's studio reportedly sunk $350M to product and market the movie and following the $200M loss on John Carter which dented the studio's reputation for producing profits.
    | Mar. 4, 2013, 7:17 AM | 9 Comments
  • Mar. 2, 2013, 8:28 AM
    News Corp (NWS, NWSA) and Disney (DIS) are reportedly in talks which may end with one buying the other's stake in Hulu. The discussions stem from Disney's preference for an advertising-focused business model vs. News Corp.'s desire to rely on subscriptions. Comcast (CMCSA) also owns about one-third of Hulu, but is barred from an operational role or voting its stake.
    | Mar. 2, 2013, 8:28 AM | Comment!
  • Feb. 26, 2013, 2:36 PM
    More on the pay TV landscape (previous): Any change away from the model of forcing consumers to buy TV packages with hundreds of channels in favor of picking their options a la carte could help Dish Network (DISH +0.7%) and DirecTV (DTV -0.2%) - while pinching carriage fees for providers such as Scripps Networks Interactive (SNI -0.7%), AMC Networks (AMCX -4.3%) and even Disney (DIS +0.6%) with ESPN a major profit driver for the media giant. Though high-profile blackouts have hurt both sides, analysts think its the media companies that are starting to lose the PR battle with consumers.
    | Feb. 26, 2013, 2:36 PM | 1 Comment
  • Feb. 25, 2013, 9:03 AM
    Disney's (DIS) ESPN will sell its sports networks in the U.K. and Ireland to BT Group (BT) for an amount reported to be in the "low tens of millions." The move comes after ESPN lost the broadcasting rights to Premier League soccer in the region.
    | Feb. 25, 2013, 9:03 AM | Comment!
  • 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 | Comment!
  • 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 | Comment!
DIS vs. ETF Alternatives
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.