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The Walt Disney Company (DIS)

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  • 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.
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  • Jul. 13, 2012, 6:05 AM
    Vivendi (VIVHY.PK) Chairman Jean-Rene Fourtou confirms to Bloomberg reports that the conglomerate could sell its 61% stake in Activision (ATVI), although sources say potential suitors don't seem to be that interested. Those to demur include Microsoft (MSFT) and Disney (DIS), while China's Tencent and Japan's Nexon don't have the cash.
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  • Jul. 12, 2012, 2:03 PM
    Comic-Con officially begins today in San Diego with more fanfare than usual. Though it's typically fodder for late night comedians, the dominance at the movie box office this year of the Incredible Hulk, Spider-Man, Batman, and the rest of the crew increases the profile of the annual event. Though movie-producers Disney (DIS +0.7%), Time Warner (TWX -2.5%), and Sony (SNE +0.5%) are still the heavyweights at the confab, Internet players Hulu and Netflix (NFLX +2.1%) are also attending to take the pulse for what original content might take off.
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  • Jul. 12, 2012, 7:45 AM
    Wells Fargo upgrades Disney (DIS) to Outperform from Market Perform with an improved price target range of $56-$58. Analyst Marci Ryvicker bases her stance on stronger-than-expected performance with Disney parks and improving margins at ESPN. Juggernaut The Avengers also continues to deliver outsized returns, with the latest global box office tally reading $1.454B. Shares -0.3% premarket.
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  • Jul. 11, 2012, 11:27 AM
    S&P keeps its current ratings and outlook in place on Disney (DIS -0.4%) following the company's acquisition of NBCUniversal's stake in A&E Television Network. The ratings agency says it's factoring in Disney's ability to moderate share repurchases over the next few years into its financial projections.
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  • Jul. 10, 2012, 7:16 AM
    Hulu will air its first original programming on TV when the series "Spoilers with Kevin Smith" launches on Canadian network Space. The move marks another step closer to Hulu bumping up competitively against co-owners Disney (DIS), Comcast (CMCSA), and News Corp. (NWS) after it launched as a direct rival to Netflix and Amazon.
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  • Jul. 9, 2012, 1:01 PM
    Disney (DIS -0.7%) sees a number of its characters - including Mickey Mouse and Winnie the Pooh - appear at a concert (video) in Pyongyang attended by North Korean leader Kim Jong-un. Though Disney characters have been known to creep into North Korea's culture over the years as products have been imported from China, the high-profile display still serves as a surprise.
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  • Jul. 9, 2012, 8:33 AM
    Disney's (DIS) ESPN has struck a deal to run more political advertising this fall on a number of its shows and live sporting broadcasts. As a general trend, cable networks are increasingly drawing political ad dollars as they boast easy to target demographics and offer new ways to sell local ads.
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  • Jul. 6, 2012, 10:00 AM
    Comcast (CMCSA +0.9%) plans to sell its 15% stake in A&E Television Networks to Disney (DIS +0.1%) and Hearst, according to reports. The move follows the success of the show Hatfields and McCoys which helped raise the value of A&E. If the deal flies, Disney and Hearst will be 50-50 owners of the group of networks.
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  • Jun. 30, 2012, 10:15 AM
    Disney (DIS) plans to recycle the same formula that swept up a cool $1.44B (and counting) at the box office for the The Avengers with another superhero buddy movie called Big Hero 6 that is just now hitting development. Unlike rival movie-producing companies, Disney has in place a synchronistic esprit de corps amongst its units that is able to deliver outsized profits from its movies years down the road at its theme parks and through adroit merchandising.
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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.