Seeking Alpha

The Walt Disney Company (DIS)

  • Apr. 26, 2012, 12:22 PM
    Netflix's (NFLX -1.1%) streaming service cut into ratings for kids shows from Disney (DIS +1.1%) and Viacom (VIA -0.1%) in Q1, according to analysis from Sanford Bernstein. The two companies now face a bit of a conundrum - do they pull their premium kids programming off of Netflix and make the service less compelling or ring in the extra ~$75M in annual revenue the NFLX arrangement delivers?
    | 1 Comment
  • Apr. 24, 2012, 3:58 PM
    The SEC is investigating at least 5 movie studios, including Disney (DIS), Fox (NWSA), and DreamWorks (DWA), according to sources - over their dealings with Chinese officials as they try to expand into that country's market. Add this one to the Wal-Mart, Hewlett-Packard, and Avon investigations.
    | Comment!
  • Apr. 23, 2012, 10:56 AM
    Disney (DIS -0.5%) plans to start selling Starbucks (SBUX -1.9%) coffee at its array of theme parks in Florida and California. The company plan to integrate the Starbucks stores into the motif of individual properties. Financial terms of the arrangement were not disclosed, including if parents can expect to pay the Disney premium for a cup of Joe.
    | Comment!
  • Apr. 23, 2012, 9:57 AM
    Interviews for a new studio chief will begin in earnest shortly at Disney (DIS -1.0%) as the company looks to replace Rich Ross who rode a flop with John Carter out the exit door. While finding an exec with film experience is still a priority, one producer laments that the Disney job is now a desk job that is less about being creative and more about the bottom line.
    | Comment!
  • Apr. 20, 2012, 5:30 PM
    Having just announced it would begin selling ads for original content, Hulu says it will add 4 new original shows: We Got Next, The Awesomes, Don't Quit Your Daydream, and Flow. Web video rivals Netflix (NFLX), Amazon (AMZN), and Yahoo (YHOO) are also stepping up their investments in original programming, to the slight consternation of studios and traditional TV networks.
    | 1 Comment
  • Apr. 20, 2012, 12:29 PM
    Walt Disney (DIS +1.7%) movie chief Rich Ross steps down with no immediate successor named - a move that comes after John Carter became one of the studio's notable flops, but ahead of what should be a summer success from its Marvel unit in The Avengers.
    | Comment!
  • Apr. 18, 2012, 9:40 AM
    Goldman Sachs sees a strong FQ2 for Buy-rated Disney (DIS -0.5%), led by advertising and theme park revenue drivers. The firm slots in EPS for the period at $0.58 - above the consensus mark of the Street.
    | Comment!
  • Apr. 17, 2012, 6:15 AM
    It's a ritual that's usually for established cable channels and network broadcasters, but on Thursday Hulu will pitch original progamming to advertisers. The online video company is also expected to announce that its $8-a-month Hulu Plus service has topped 2M subscribers for the first time.
    | 1 Comment
  • Apr. 16, 2012, 5:55 PM
    As U.S. box office receipts and DVD sales remain under pressure, Hollywood can take heart in China's potential. In February, China said it would increase the number of foreign films allowed in a year to 34 from 20, and would allow studios to keep 25% of receipts (up from a prior 13.5-17.5%). This comes after a year in which Chinese receipts grew 35% to $2B. Nonetheless, studios remain concerned the Chinese government is ultimately focused on promoting its own film industry.
    | Comment!
  • Apr. 11, 2012, 12:15 PM
    Stung by its $200B boondoggle John Carter, Disney (DIS) is mounting a superhero-style marketing campaign to ensure The Avengers is a blockbuster. Expectations are high, as analysts say the Marvel Comics-inspired movie may generate U.S. ticket sales of $155M in its opening weekend, which would surpass last month's huge start by The Hunger Games.
  • Apr. 10, 2012, 12:14 PM
    J.P. Morgan's 15 companies it views as potentially the next Apple, sporting "secular growth opportunities, a strong market position and attractive valuation": NTAP, AMZN, LNKD, DIS, CMCSA, TRMB, QCOM, ACN, BRCM, VMW, TIBX, QLIK, ANSS, INTU, CREE.
  • Apr. 9, 2012, 3:58 PM
    Major media companies take a dive after Citigroup slashes its ratings on CBS (CBS -2.2%), Discovery (DISCA -1.7%), Disney (DIS -2.2%) and News Corp. (NWSA -2.2%) to Neutral from Buy. Time Warner (TWX -1.6%) also tumbles even after the firm hikes its price target on the company to $45 from $40.
    | Comment!
  • Apr. 9, 2012, 7:50 AM
    Deutsche Bank increases its price target on Disney (DIS) to $53 from $48 on the strength of the firm's strong competitive positions and growth potential. Analysts note that Disney trades at a slimmer premium to the S&P 500 P/E than normal. Shares -1.5% premarket.
    | Comment!
  • Apr. 5, 2012, 2:01 PM
    The dependence of U.S. movie studio owners such as DWA, DIS, LGF, CMCSA, NWS, and TWX on international markets continues to grow. IHS estimates the top 100 grossing films in the U.S. received 58.4% of their box office sales overseas, up 110 bps Y/Y. This growing reliance on international receipts, intensified by weak U.S. DVD sales, is problematic for genres such as sports dramas and comedies, which aren't well-received overseas.
  • Apr. 4, 2012, 6:46 AM
    Disney (DIS) signs a deal with U.K. firm Blinkbox that will allow it to offer content to be released straight to customer's laptops, tablets, or smart TVs on the same day titles are released on DVD.
    | Comment!
  • Mar. 30, 2012, 12:44 PM
    Disney (DIS +1.4%) gains on an upgrade to Buy on valuation at Lazard Capital, citing secular positive program fee growth, and a strong net cash position that can be used for repurchases or acquisitions.
    | Comment!
Visit Seeking Alpha's
DIS vs. ETF Alternatives
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.