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The Walt Disney Company (DIS)

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  • Aug. 8, 2012, 9:06 AM
    Disney (DIS) says that its Marvel Studios locked up the director of The Avengers for three years, time enough for a sequel to the smash hit as well as a Marvel-based TV series. DIS -1.6% premarket. (Previous: Disney earnings)
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  • Aug. 7, 2012, 4:29 PM
    More on Disney (DIS): Media Networks revenue up 3% Y/Y to $5.084B, led by growth at the Disney Channels and ABC Family that partially offset a decrease at ESPN. Parks and Resorts revenue grew 9% to $3.441B as Tokyo Disney Resort and Disney Cruise Line showed strong results. Studio Entertainment revenue flat for the period, with The Avengers holding its own against a wider slate of hits from last summer's FQ3. Shares -0.9% AH. (PR)
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  • Aug. 7, 2012, 4:20 PM
    Walt Disney (DIS): FQ3 EPS of $1.01 beats by $0.08. Revenue of $11.1B (+4% Y/Y) misses by $200M. Shares -1.6% AH. (PR)
    | 15 Comments
  • Aug. 7, 2012, 6:51 AM
    Caris & Co. see earnings upside for Disney (DIS) as the company releases FQ3 results after today's close. Analysts think the "afterglow" of products related to hit film The Avengers will continue to drive profits and call valuation in line with historical earnings multiples.
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  • Aug. 7, 2012, 12:10 AM
    Notable earnings after Tuesday’s close: ANV, AONE, ARRY, ATLS, BID, CODI, CREE, DIS, DPM, ENOC, ESRX, ETE, ETP, EXM, GPOR, JAZZ, JIVE, MIPS, PCLN, PRI, RAX, SAPE, STEC, VVUS, WFR, WR, XL, Z
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  • Aug. 6, 2012, 5:35 PM
    Notable earnings after Tuesday’s close: ANV, AONE, ARRY, ATLS, BID, CODI, CREE, DIS, DPM, ENOC, ESRX, ETE, ETP, EXM, GPOR, JAZZ, JIVE, MIPS, PCLN, PRI, RAX, SAPE, STEC, VVUS, WFR, WR, XL, Z
    | 1 Comment
  • Aug. 6, 2012, 1:17 PM
    Time Warner (TWX +0.2%) buys sports blog website Bleacher Report for an disclosed amount, ending months of speculation. The company says the site with its 10M unique monthly visitors will complement network properties TNT and TBS. The bigger picture: The sports broadcasting landscape could shift for dominant ESPN (DIS +0.3%), with Time Warner and Comcast's NBC increasing their investments in sports-related programming.
    | 2 Comments
  • Aug. 3, 2012, 3:29 PM
    Shares of Disney (DIS +1.5%) close in on a new 52-week high with the firm's FQ3 earnings slated to be released next week. Reason to buy: Diversification across multiple income revenue streams still makes Disney a long-term value play, according to SA author Colin Lea. Reason to worry: ESPN is a huge driver for Disney with its high advertising and subscription rates, but a new sports network from NBC is getting quite a bit of exposure with the Olympics in full swing.
    | 6 Comments
  • Jul. 30, 2012, 3:32 PM
    The FTC approves Comcast's (CMCSA -0.4%) $3B sale of its stake in A&E to Disney (DIS -0.3%) and Hearst Corp. With the purchase, the 50-50 owners should be able to more effectively leverage cable channels A&E, History, and Lifetime.
    | 4 Comments
  • Jul. 18, 2012, 5:51 PM
    Shortly after DirecTV (DTV) expresses optimism it can reach a deal with Viacom (VIA), Viacom posts a statement accusing DirecTV of "moving backwards significantly" on negotiations. While customers fume, Disney (DIS) reaps the benefits. At what point do consumers start responding to these "showdowns" by demanding a la carte programming, which could let them decide on their own whether a 30% fee hike for a particular channel is "fair?" Apple sure wouldn't mind.
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  • Jul. 18, 2012, 3:32 PM
    Disney's (DIS +0.1%) main children channel has picked up a 21% ratings boost since a DirecTV-Viacom squabble left 20M DirecTV subscribers grappling for a replacement for SpongeBob SquarePants and other kids-oriented shows. Time is on Disney's side, with analysts projecting that the longer the blackout goes on, the harder it will be for Viacom shows (VIA +1.5%) to recapture viewers.
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  • Jul. 17, 2012, 3:29 PM
    Shares of Disney (DIS +3.4%) ride an upgrade from Bank of America to hit an all-time intraday high of $49.92. Shrugging off a sluggish U.S. economy, the company appears to be clicking on all cylinders, with its theme parks, film studio, and media properties more synchronized than ever. As for mega-hit The Avengers, BofA says Disney shareholders could see a $0.11-a-share boost from the well-received film.
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  • Jul. 17, 2012, 8:44 AM
    Analysts at Bank of America go in different directions with their ratings on media giants Disney (DIS) and Viacom (VIA). The House of Mouse is taken up to Buy as it has "more room to run," while Viacom comes down to Neutral.
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  • Jul. 13, 2012, 1:26 PM
    DirecTV (DTV +1.6%) says it worked out an agreement with Disney (DIS +1.4%) to add Disney Junior to its programming lineup starting tomorrow. It's interesting timing for the deal, with about 20M DirecTV subscribers currently losing out on kid show characters such as SpongeBob SquarePants due to a squabble with Viacom.
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  • Jul. 13, 2012, 8:00 AM
    Disney's (DIS) presentation at Comic-Con reveals the company's movie studio has a mix in its pipeline of both live-action and animated films. While Disney has seen roaring success with animated films and comic character-driven features, traditional live-actions films have fallen flat as of late. The new strategy - as highlighted at Comic-Con - appears to be to bet bigger on the live-action front, with high-profile stars such as Angelina Jolie and Johnny Depp on tap for upcoming films.
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  • Jul. 13, 2012, 6:29 AM
    InterActiveCorp (IACI) backed Aereo TV intends to enter other major cities after a court this week blocked a preliminary injunction to shut down the service in New York. Aereo, which uses thousands of TV tuners to stream broadcast channels to mobile devices for $12 a month, is threatening to further disrupt the TV business models of the majors.
    | 2 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.