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The Walt Disney Company (DIS)

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  • Jun. 4, 2012, 6:45 PM
    While the newspaper industry has been decimated by the Internet, the TV industry has been mostly unscathed. But that may be changing, thinks Henry Blodget, after reviewing recent Nielsen data. Cable ratings have fallen sharply since July, and a Nielsen global survey found a 700 bps Y/Y drop in the number of respondents claiming to have watched TV at home in the last month. Other data suggests TV viewing is holding up well.
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  • Jun. 4, 2012, 8:15 AM
    Disney (DIS) raises prices for a single day visit to an Orlando-area theme park up 4.7% to $89 a pop. Park hoppers will also pay more, with ticket prices now 3.6% higher for the packaged deal. DIS +0.5% premarket.
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  • Jun. 1, 2012, 10:39 AM
    Superheroes are stepping out of the closet at DC Comics (TWX) and Disney (DIS), as recent versions of the Green Lantern and X-Men comic book series touch on the sexual preferences of major characters. Despite some organized protests over the decision, both companies expect the plot twist to help the franchises appeal to a broader audience.
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  • Jun. 1, 2012, 8:22 AM
    Reaction in Hollywood is largely positive to Disney's (DIS) hire of Alan Horn as its new chairman for its film studio. The prevailing sentiment is that Horn will greenlight more projects than his predecessor and production will go up. DIS -0.7% premarket.
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  • May. 31, 2012, 4:24 PM
    Disney (DIS) names Alan Horn as the new head of its movie studio, replacing Rich Ross who couldn't survive the failure of John Carter. Horn's most recent experience was at Warner Brothers, where he was ran the studio's theatrical and home entertainment operations.
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  • May. 31, 2012, 1:08 PM
    Disney's (DIS +0.8%) latest theme park hotel opens today as the $350M Art of Animation Resort welcomes visitors with room in wings devoted to Disney hits The Little Mermaid, Finding Nemo, Cars, and Lion King offered to visiting families for a premium. It's another reminder how the Disney movies produce results long after they are retired from the big screen.
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  • May. 31, 2012, 10:30 AM
    News Corp (NWS -0.7%) confirms that it will transform one its cable channels to national sports programming in a direct challenge to Disney's (DIS +0.1%) ESPN. COO David Haslingden says the underutilized Speed channel could see the transformation.
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  • May. 31, 2012, 6:45 AM
    Broadcasting companies including News Corp (NWSA,NWS), Disney (DIS), CBS, and Comcast (CMCSA) go to court to stop an Internet TV startup from launching. In a copyright infringement lawsuit, the group alleges mobile TV provider Aereo of copying and retransmitting their programming over the Internet unlawfully.
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  • May. 30, 2012, 1:11 PM
    Disney (DIS -0.5%) says it will launch a mobile app shortly that will allow Comcast (CMCSA -0.8%) TV subscribers to watch the Disney Channel from mobile devices. A similar initiative for sports channel ESPN already exists for select cable companies.
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  • May. 29, 2012, 1:59 PM
    Movie studios increasingly target China with marketing tied to new releases with an eye on the explosive growth in theaters in the nation. Though the government only allow studios to walk away with 25% of gross sales, it's 25% of a huge number as forecasts point to China's box-office haul surpassing North America by 2020. Just this weekend, Men in Black 3 brought in $19.5M - marking the 7th best weekend tally ever for a film in China - as star Will Smith made a promotional appearance via Skype to a pleased Beijing audience.
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  • May. 29, 2012, 10:05 AM
    Morgan Stanley raises its price target on Overweight-rated Disney (DIS +1.1%) to $51 from $46 after sizing up the global success of The Avengers at the box office. While critics once scoffed at the $4.3B price Disney paid for Marvel Entertainment, the franchise opportunities with the Marvel superhero characters are paying off in a big way.
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  • May. 27, 2012, 8:28 AM
    Disney (DIS) plans to start launching family cruises out of New York City for the first time. The company will set sail from the Big Apple this week for destinations that include stops in New England, Canada, and the Bahamas.
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  • May. 25, 2012, 8:58 AM
    At the top of Goldman Sachs' VIP List of 50 stocks most important to hedge funds is Apple (AAPL), followed by GOOG, ESRX, MSFT, QCOM, C, GM, PCLN, JPM and LMCA. Leading the list of the firm's top 50 short positions is JNJ, XOM, INTC, IBM, AMZN, T, CVX, VZ, DUK and DIS.
    | 12 Comments
  • May. 23, 2012, 1:47 PM
    AMC Networks' (AMCX -0.1%) Mad Men ratings have been soaring, and Netflix (NFLX +3%), which last year struck a costly deal to carry old episodes, is taking credit. The 1.1M viewer increase seen for the debut episode of Season 5 relative to Season 4's average is the result of viewers watching earlier seasons on Netflix, suggests content chief Ted Sarandos. His comments come as many suspect Netflix is hurting ratings for Disney (DIS) and Viacom's (VIA) kids TV shows.
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  • May. 23, 2012, 1:08 PM
    A panel of sports TV execs see the prices for the rights to televise major sports events continuing to rise - a sentiment that seemingly flies in the face of word that Comcast will lose money on the London Olympics and GM will opt out of Super Bowl advertising. The rationale behind the hefty premium is that live sports programming delivers a highly-targeted audience and is fast becoming the last bastion of appointment viewing with digital recording of popular shows growing.
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  • May. 23, 2012, 11:11 AM
    Disney (DIS -0.8%) CEO Robert Iger says the firm will pull the plug on programming if Dish Network's (DISH -1.0%) commercial-skipping service takes off as he dangles Dancing with the Stars as a potential high-profile casualty. While it's very early in the fight, the question of the survivability of commercial-laced TV programming has to be raised with the coming onslaught of original programming from players such as NetFlix, Amazon, Yahoo, Google, Hulu, and others that go lighter on the ads.
    | 4 Comments
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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.