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The Walt Disney Company (DIS)

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  • Oct. 24, 2012, 3:21 PM
    Hulu should consider buying Netflix (NFLX -11.9%) in order to instantly add to its movie library and number of subscribers, argues Louis Bedigan. The key to the deal for owners NBC <, Fox (NWS +1.4%), and ABC (DIS -0.1%) would be the ability to lower content costs when contracts were up for negotiation. A beat-up Netflix is also starting to unfurl an entry point that might look enticing for the well-funded trio of owners.
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  • Oct. 23, 2012, 11:06 AM
    The Disney (DIS -1.7%) Marvel juggernaut looks set to keep rolling right along with the scheduled release of Iron Man 3 next May, marking the first film in the superhero franchise since The Avengers hit $1.5B (and counting) in ticket sales. Thor 2 and Captain America 2 are also slated to be released before The Avengers 2 finally hits screens sometime in 2014. The high probability that the films will generate a lush amount of cash flow is cited by analysts as one of the catalysts to support rosy earnings projections on Disney stretching out for the next two years. (Iron Man 3 trailer)
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  • Oct. 22, 2012, 3:08 PM
    NBC (CMCSA -0.2%) keeps its strong ratings rolling, beating network rivals for young viewers for three week running. While NBC has racked up a 15% increase in the 18-year to 49-year demographic this year compared to last, ABC (DIS -0.9%) is down 12% and CBS without Charlie Sheen to drum up business is down 24%. Analysts say one more week at the top could be enough to get ad rates heading north.
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  • Oct. 22, 2012, 8:24 AM
    Disney's (DIS) redesign of its website is more than just a refresh of Disney.com, but a critical part of trying to maintain its digital relevancy. The company's character franchises, remarkably successful in other segments, have struggled to churn up profits online with Disney's gaming, mobile, and Internet division posting 15 quarters in a row of losses. Execs expect the division to stop bleeding red sometime next year with new products through the Disney.com portal contributing.
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  • Oct. 22, 2012, 6:59 AM
    Scripps Networks (SNI) could be in play after the death of the founder's grandson. The passing of Robert Scripps makes it easier it easier for a company to gain approval for a sale with a family trust now dissolved. Potential bidders: CBS (CBS), Disney (DIS), Discovery Communications (DISCA).
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  • Oct. 14, 2012, 6:10 AM
    Providence Equity Partners has reportedly sold its 10% holding in Hulu back to the online video service for $200M in a transaction that values the company at $2B. Hulu is taking a loan to fund the acquisition, which leaves News Corp. (NWS), Comcast (CMCSA) and Disney (DIS) as the remaining owners. Separately, Hulu's CEO is poised to receive $40M.
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  • Oct. 12, 2012, 6:49 AM
    Cumulus Media (CMLS) announces it will replace sports programming from ESPN (DIS) with CBS Sports Radio in 47 markets. The move will narrow the gap in total audience between the two sports radio networks.
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  • Oct. 11, 2012, 10:25 AM
    Barclays Capital analyst Anthony DiClemente cuts his estimate for U.S. advertising growth due to a "choppy" economy to 4% for 2012 and 1.9% for 2013 from 4.6% and 2.3%, respectively. TV advertising felt a negative effect from the Olympics, but is due for a bounce with political ads ramping up through the November elections. His big picture view of the media sector is still positive on decent growth expectations as he backs News Corp. (NWS, NWS) as his top pick.
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  • Oct. 11, 2012, 4:49 AM
    Stan Lee Media sues Disney (DIS) for "billions of dollars," saying it holds the rights to Marvel superheroes such as Spider-Man that have reaped huge movie returns for Disney. Stan Lee Media says that Stan Lee, who created many of Marvel's characters, assigned the company his rights to the heroes in 1998, a month before he gave those same rights to Marvel. Lee is no longer associated with the firm that bears his name.
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  • Oct. 10, 2012, 10:49 AM
    A new book from author David Denby makes the case that serious film dramas may be a thing of the past as studios increasingly stick to a formula of producing comic book and animated hits on top of the typical cycle of genre films. Younger audiences also have an outsized influence on what films are greenlighted with their stronger voice on social media channels. Profits over awards: TWX, DIS, NWS, LGF, DWA.
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  • Oct. 8, 2012, 12:19 PM
    Disney (DIS -1.5%) ticks lower after Caris downgrades the media giant to Average, citing valuation. Disney, which now trades at 17x estimated 2012 EPS, closed near its 52-week high on Friday.
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  • Oct. 4, 2012, 10:27 AM
    Cablevision (CVC +1.7%) strikes a content deal with Disney (DIS +0.7%) that will see the media giant's content become available across various platforms and devices for Cablevision customers. Included in the agreement are ESPN3 and ESPN 3D, which seems to tips the scale even closer to live sports programming becoming more widely available to sports fans on smartphones and tablets.
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  • Oct. 2, 2012, 7:38 AM
    Disney (DIS) unveils a new home page for its website that it says marks a dramatic shift from the legacy site. Instead of serving as a marketing machine, Disney.com will now be chock full of digital and entertainment options with interactive features. The move could also signal a subtle shift away from the firm's reliance on YouTube and Hulu channels as it starts to add fresh content to the site.
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  • Sep. 28, 2012, 10:05 AM
    Viewing audiences are so small for 3-D TV that ratings don't even measure a blip on the Nielsen's rating system. Despite the apparent apathy of consumers, new TVs for the holiday season are embedded with the feature and cable firms continue to put 3-D channels in premium packages. Execs with Disney (DIS +0.5%) say they are just ahead of the curve and the future for 3-D is still bright, but industry watchers can't help but note that many families with 3-D TVs don't even bother to buy the glasses needed to watch the novelty service.
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  • Sep. 28, 2012, 8:04 AM
    Disney's (DIS) ESPN won't be part of a streaming service of channels planned by Dish Networks (DISH), according to reports. The distinction is important because the sports network charges amongst the highest carriage fees in the industry and is a ratings juggernaut. Dish's chances for success with its plan isn't rated uniformly high by analysts, Bernstein Research's Craig Moffett says content companies may take a pass.
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  • Sep. 24, 2012, 9:11 AM
    Hulu (DIS, CMCSA, NWS) nabs content from World Wresting Entertainment in one of it largest streaming deals to date. Starting today, subscribers will have access to popular wrestling shows only a day after they air on cable networks. The pesky Hulu continues to make its presence felt with its original programming and new content plays, leading some analysts to scratch their heads over the ultimate goal that co-owners Disney, Comcast, and News Corp. have in mind for the upstart.
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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.