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The Walt Disney Company (DIS)

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  • 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.
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  • May 22, 2012, 2:04 PM
    The National Association of Broadcasters files a federal court appeal to prevent new rules from being implemented that require political ad sponsors to be identified online. The big 4 networks - owned by Disney (DIS), CBS, News Corp. (NWSA), and Comcast (CMCSA) - argue public disclosure of their information and advertising rates gives an unfair advantage to cable and Internet rivals unaffected by the legislation.
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  • May 22, 2012, 12:05 PM
    InterActiveCorp-backed (IACI +1.1%) Aereo succeeds in getting an unfair competition claim that was part of a lawsuit attempting to shut down its $12/month local TV streaming service dismissed. A ruling is still pending on a copyright infringement claim. Broadcasters such as CBS, ABC, NBC, and Fox accuse Aereo of depriving them of retransmission fees from pay-TV providers (ed: the pay-TV providers aren't thrilled about paying for content that's aired for free).
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  • May 21, 2012, 11:58 AM
    Hulu continues to add to its arsenal of original content (previous). The latest additions include movie-review show Spoilers, travel series Up to Speed, and U.K.-based comedy Rev. Netflix (NFLX) has been investing in plenty of original content of its own.
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  • May 21, 2012, 11:36 AM
    Comcast's (CMCSA +0.2%) Universal Studios ups the ante in its bid to take more market share from Disney's (DIS +0.2%) array of amusement parks with new attractions linked to the highly-popular Harry Potter series of books and movies - as well as debuting rides based on Transformers and Spider-Man. Though Disney says a rising tide lifts all boats in the Orlando market, privately execs fret over the gains Universal has made.
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  • May 21, 2012, 6:56 AM
    Analysts warn that a disappointing opening weekend from Universal Picture's Battleship may dent the profits at parent Comcast (CMCSA). The film only brought in $23.4M in ticket sales, well-below the $55.1M Disney's (DIS) The Avengers raked in for its third weekend on screens and a far cry from its projected opening weekend break-even mark of +$50M in sales.
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  • May 17, 2012, 2:29 PM
    With a palpable air of confidence, CBS (CBS +0.1%) only plans to add 4 new shows to its schedule next year as it aims to continue its impressive run of beating the ratings of rivals DIS, CMCSA, and NWSA nine out of the last 10 years. The Hollywood Reporter's take on the mojo at the network: "It doesn't matter what CBS does next season -- buzz or not. It's still going to crush the competition. Like a machine that can't be stopped."
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  • May 17, 2012, 11:26 AM
    Disney (DIS -0.5%) plans to launch a new video site that serves as a portal for clips and movie trailers, as well as select YouTube videos as a Google-Disney content deal starts to bear fruit. A beta version of the site tips off that it's formatted to work on mobile devices and tablets. If successful, the family-oriented portion of the online video portal could offer serious competition with Netflix's (NFLX -1.9%) Just for Kids platform.
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  • May 16, 2012, 8:55 AM
    A Hispanic population in the U.S. that has passed the 50M mark has caught the attention of advertisers at the annual industry conference to line up TV ads for next season's shows. One of the biggest players is Disney (DIS) with its ESPN Deportes Spanish-language sports network already drawing solid ratings, while execs at CBS, NWSA, CMCSA, DEO, and DISCA are also pitching shows aimed at drawing in Hispanic viewers.
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  • May 16, 2012, 7:05 AM
    Broadcasting and cable companies sift through the numbers after pitching their 2012-2013 schedules to advertising execs. CBS appears to be the leader in ad commitments with $2.78B set, while Disney's (DIS) ABC will land $2.35B and Comcast's (CMCSA) NBC is in line for $1.66B. News Corp's (NWSA,NWS) Fox - which is planning a big Saturday night sports programming block next year - has $2.03B in ads slated for next season.
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  • May 14, 2012, 6:45 AM
    Disney's (DIS) The Avengers breaks yet another box-office record, hauling in $103.2M in its second weekend in North American theaters. On last week's earnings CC, CEO Robert Iger hit on the potential long-term impact of the smash film on revenue.
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  • May 11, 2012, 7:22 AM
    CBS sues Disney (DIS) over claims that ABC's Life in a Glass House is a copycat version of CBS' Big Brother reality TV series. The complaint alleges that former Big Brother producers and employees disclosed trade secrets and confidential information.
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  • May 9, 2012, 7:03 AM
    Disney (DIS) CEO Robert Iger hits on the impact of mega-hit The Avengers in an earnings CC. The exec says that not only is a sequel already in the works from Marvel Studios, but merchandise demand is strong and rides related to characters from the movie will be added to Disney's theme parks.
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  • May 8, 2012, 4:25 PM
    More on Disney's (DIS) FQ2: Park and Resorts revenue +10% Y/Y to $2.9B, offsetting 12% decline in Studio Entertainment sales with John Carter contributing to results but not record-setting The Avengers. Cable Networks revenue boosted by strong performance from ESPN. Shares +1.5% AH. (PR)
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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.