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The Walt Disney Company (DIS)

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  • May 31, 2012, 10:30 AM
    News Corp (NWS -0.7%) confirms that it will transform one its cable channels to national sports programming in a direct challenge to Disney's (DIS +0.1%) ESPN. COO David Haslingden says the underutilized Speed channel could see the transformation.
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  • May 31, 2012, 6:45 AM
    Broadcasting companies including News Corp (NWSA,NWS), Disney (DIS), CBS, and Comcast (CMCSA) go to court to stop an Internet TV startup from launching. In a copyright infringement lawsuit, the group alleges mobile TV provider Aereo of copying and retransmitting their programming over the Internet unlawfully.
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  • May 30, 2012, 1:11 PM
    Disney (DIS -0.5%) says it will launch a mobile app shortly that will allow Comcast (CMCSA -0.8%) TV subscribers to watch the Disney Channel from mobile devices. A similar initiative for sports channel ESPN already exists for select cable companies.
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  • May 29, 2012, 1:59 PM
    Movie studios increasingly target China with marketing tied to new releases with an eye on the explosive growth in theaters in the nation. Though the government only allow studios to walk away with 25% of gross sales, it's 25% of a huge number as forecasts point to China's box-office haul surpassing North America by 2020. Just this weekend, Men in Black 3 brought in $19.5M - marking the 7th best weekend tally ever for a film in China - as star Will Smith made a promotional appearance via Skype to a pleased Beijing audience.
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  • May 29, 2012, 10:05 AM
    Morgan Stanley raises its price target on Overweight-rated Disney (DIS +1.1%) to $51 from $46 after sizing up the global success of The Avengers at the box office. While critics once scoffed at the $4.3B price Disney paid for Marvel Entertainment, the franchise opportunities with the Marvel superhero characters are paying off in a big way.
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  • May 27, 2012, 8:28 AM
    Disney (DIS) plans to start launching family cruises out of New York City for the first time. The company will set sail from the Big Apple this week for destinations that include stops in New England, Canada, and the Bahamas.
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  • May 25, 2012, 8:58 AM
    At the top of Goldman Sachs' VIP List of 50 stocks most important to hedge funds is Apple (AAPL), followed by GOOG, ESRX, MSFT, QCOM, C, GM, PCLN, JPM and LMCA. Leading the list of the firm's top 50 short positions is JNJ, XOM, INTC, IBM, AMZN, T, CVX, VZ, DUK and 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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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.