Seeking Alpha
 

The Walt Disney Company (DIS)

- NYSE
  • Feb. 11, 2013, 8:43 AM
    Dish Network (DISH) will go to trial today to seek $150M from ESPN (DIS) for offering its rivals better terms on the licensing of sports programming in breach of an existing contract between the two companies. The courtroom action could be interesting to investors if ESPN's subscriber rates and terms are disclosed.
    | Feb. 11, 2013, 8:43 AM | Comment!
  • Feb. 11, 2013, 7:11 AM
    Jakk Pacific signs a deal with Lucasfilm (DIS) to create and market a new Darth Vader toy in what could mark just the beginning of a broadening out of Star Wars franchise merchandising. The new 31-inch Darth Vader figure will hit major retailers in the fall of 2013, just in front of the holiday shopping season. With a slate of of new Star Wars films set to be released - including stand-alone movies based on key characters - Disney isn't expected to wait long before striking even more merchandising deals.
    | Feb. 11, 2013, 7:11 AM | Comment!
  • Feb. 6, 2013, 6:15 PM
    Netflix (NFLX +5.7%) continued its winter to remember today, possibly aided by favorable comments from Disney (DIS) CEO Bob Iger during the media giant's FQ1 earnings call. When asked about the impact Disney's movie deal with Netflix could have on Disney Channel viewing and pay-TV relationships, Iger stated Disney "thought long and hard" about the impact, and concluded the deal was a "movie play" that wouldn't hurt Disney Channel. Also: Time Warner (TWX) CEO Jeff Bewkes offered Netflix (both a customer and rival) guarded praise during TWX's earnings call. (earlier)
    | Feb. 6, 2013, 6:15 PM | Comment!
  • Feb. 6, 2013, 5:10 PM
    George Lucas registers to unload (S-3) his 37M share stake (about $2B, or 2% of the firm) in Disney (DIS). He received the shares when selling Lucasfilm to the company.
    | Feb. 6, 2013, 5:10 PM | 4 Comments
  • Feb. 6, 2013, 7:27 AM
    Disney (DIS) will consider an exit for ESPN from the U.K. due to the losses it has piled up in the region. The company is also struggling to retain the rights to key sporting events which doesn't bode well for the network. The topic came up during the company's FQ1 earnings conference call (transcript) in which CFO Jay Rasulo highlighted the unprofitability of ESPN in the U.K. DIS +2.7% premarket.
    | Feb. 6, 2013, 7:27 AM | 2 Comments
  • Feb. 5, 2013, 4:50 PM
    Time for Chewbacca's solo: Disney (DIS) CEO Bob Iger drops a nugget on the CNBC crew during his post-earnings pep session. The exec says the company will develop stand-alone films using Star Wars characters with a slate of movies tentatively scheduled for release between 2015 and 2021.
    | Feb. 5, 2013, 4:50 PM | 5 Comments
  • Feb. 5, 2013, 4:21 PM
    Disney (DIS): FQ1 EPS of $0.79 beats by $0.03. Revenue of $11.34B (+5% Y/Y) beats by $130M. Shares +0.2% AH. (PR)
    | Feb. 5, 2013, 4:21 PM | 5 Comments
  • Feb. 5, 2013, 12:10 AM
    Notable earnings after Tuesday’s close: AFL, BNNY, BV, CBL, CERN, CHRW, CME, CMG, DIS, ENTR, EQR, EXPE, FISV, GLUU, GNW, GTAT, HAIN, HRZN, INFN, JIVE, KFN, KIM, LNC, MWA, MYGN, NLY, NSR, PACB, PNRA, SFLY, SIMG, SU, THOR, TRMB, TTWO, UNM, USNA, ZNGA
    | Feb. 5, 2013, 12:10 AM | 1 Comment
  • Feb. 4, 2013, 5:35 PM
    Notable earnings after Tuesday’s close: AFL, BNNY, BV, CBL, CERN, CHRW, CME, CMG, DIS, ENTR, EQR, EXPE, FISV, GLUU, GNW, GTAT, HAIN, HRZN, INFN, JIVE, KFN, KIM, LNC, MWA, MYGN, NLY, NSR, PACB, PNRA, SFLY, SIMG, SU, THOR, TRMB, TTWO, UNM, USNA, ZNGA
    | Feb. 4, 2013, 5:35 PM | Comment!
  • Feb. 4, 2013, 11:25 AM
    Disney (DIS -0.6%) reports earnings tomorrow with expectations running high that all of its segments will show momentum. What to watch: Though headline advertising revenue from ESPN could dominate the report, SA author Darren Hart points out the capital the company invested in theme parks and resorts may start to drive up revenue in the segment  and affect guidance. Disney's conference call could also tip off new plans for Pixar, Marvel, or Lucasfilm properties to put a fresh charge into shares as they teeter near all-time highs.
    | Feb. 4, 2013, 11:25 AM | Comment!
  • Jan. 30, 2013, 11:10 AM
    Disney (DIS -0.5%) forms a partnership with a joint venture backed by Viacom and India's Network18 Group to develop content and distribute TV channels. The company's India unit will hold a 26% stake in the entity which should greatly enhance Disney's visibility in India.
    | Jan. 30, 2013, 11:10 AM | 1 Comment
  • Jan. 25, 2013, 9:22 AM
    Film industry analysts are cautiously optimistic that the choice of J.J. Abrams (Lost, Mission Impossible III, Star Trek into Darkness) to direct the next Star Wars film is a solid pick which can breathe fresh life into the weathering franchise. Though the film is still over two years out, expect Disney (DIS) to slowly integrate the Star Wars brand into its other segments as it looks to start cashing in on what some call a massive merchandising and content opportunity.
    | Jan. 25, 2013, 9:22 AM | 2 Comments
  • Jan. 24, 2013, 10:29 AM
    The aggressive moves by Fox Sports (NWS +0.3%) in building the cornerstone for a national sports network isn't a threat to Disney's (DIS +1%) ESPN anytime soon, according to analysts. In order to cut significantly into ESPN's dominance, Fox would need to land NBA or NFL rights which won't be up for bidding for years. The most likely scenario is that Fox Sports will keep adding a steady mix of MLB, college football, NASCAR, and English Premier League programming to help it hike the prices it charges cable companies.
    | Jan. 24, 2013, 10:29 AM | 2 Comments
  • Jan. 23, 2013, 2:21 PM
    Riley Caris thinks Disney (DIS +2.3%) will see improved results with wider margins at its theme parks and higher advertising rates for ESPN. The firm ups its rating to Buy from Neutral and sets a $63 price target. After taking on some scattered criticism for its $4B Lucasfilm purchase, Disney has seen its shares calmly meander to new all-time highs.
    | Jan. 23, 2013, 2:21 PM | Comment!
  • Jan. 23, 2013, 10:09 AM
    Deutsche Bank's David Bianco lists his 30 favorite big-cap stocks, each with a P-E ratio on 2013 EPS below 18 and EPS growth above 5%: DD, APD, MSFT, INTC, IBM, ACN, GOOG, APH, EMC, AAPL, QCOM, ITW, ROK, UTX, HON, GD, ALL, C, USB, PNC, SLB, HAL, CAM, BHI, LYB, DIS, VIAB, NWSA, CBS, MCD.
    | Jan. 23, 2013, 10:09 AM | 10 Comments
  • Jan. 21, 2013, 5:43 AM
    The pay package of Disney (DIS) CEO Robert Iger climbed 20% to $40.2M in 2012, including a basic salary of $2.5M, $9.5M in stock awards and a cash-and-stock bonus of about $24.3M. Over 90% of Iger's compensation was based on the company's earnings and share-price performance. Since he became CEO in 2005, Disney's stock has more than doubled, including rising by a third last year.
    | Jan. 21, 2013, 5:43 AM | 2 Comments
Visit Seeking Alpha's
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.