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The Walt Disney Company (DIS)

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  • Jun. 15, 2012, 3:12 PM
    A federal judge in California rules that Disney's (DIS -0.3%) will be allowed to air new reality show The Glass House after rival CBS (CBS -0.5%) sought to block the showing from airing on concerns it violated copyright law. It's good news for ABC as the network has already spent $16M promoting the show on top of the costs to develop it.
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  • Jun. 15, 2012, 1:10 PM
    This summer will see a crowded slate of animated movies with DreamWorks (DWA +0.8%) Madagascar 3: Europe's Most Wanted, Pixar's (DIS -0.1%) Brave, and Fox's (NWSA +0.9%) Ice Age: Continental Drift all debuting within five weeks of each other. Each film boasts strategic box office advantages, but analysts find it unlikely that all three will be smash hits as they can't help but cut into each other's target demographic.
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  • Jun. 15, 2012, 11:06 AM
    Needham maintains Disney (DIS -0.1%) with a Hold rating while giving the company a nod of approval for its ability to utilize character and movie assets throughout its parks. Analyst Laura Martin doesn't see a short-term gain in ROIC from the initiatives, but says customers should remain satisfied.
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  • Jun. 15, 2012, 9:08 AM
    Disney (DIS) continues to roll out apps that allow Comcast subscribers to watch TV live from iPhones and iPads. Apps for three Disney channels geared toward kids programming have now joined ESPN's WatchESPN offering in Apple's App Store.
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  • Jun. 14, 2012, 5:02 PM
    Comcast (CMCSA) TV subscribers can now watch The Disney Channel, Disney XD, and Disney Junior online and through iOS devices. The announcement comes five months after Comcast and Disney (DIS) inked a broad-reaching content distribution deal, as the companies try to minimize the impact of cord-cutting. Disney already provides online/mobile access to ESPN content to subscribers of various pay-TV providers. (PR)
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  • Jun. 13, 2012, 2:52 PM
    BSkyB (BSYBY.PK) and BT Group (BT -3.1%) win the rights to air English Premier League games domestically with a combined bid of £3B ($4.6B) - marking a 70% increase over the price on the current contract set to expire at the end of 2012. International rights will be awarded later this year, with both Disney's (DIS +0.2%) ESPN and News Corp's (NWS -0.5%) Fox in the mix.
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  • Jun. 13, 2012, 9:59 AM
    Disney's (DIS -0.7%) ESPN has seen the initial games of the European Championship soccer games draw 4X as many viewers as the last go-around four years ago. The solid ratings are notable after speculation swirled about that Twitter - along with other social media options - would cut into viewership and with Comcast's (CMCSA -1.9%) NBC planning on big numbers out of the London Olympic Games.
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  • Jun. 13, 2012, 7:59 AM
    Disney (DIS) unveils its new-look Disney California Adventure theme park following its dramatic billion-dollar overhaul. After CEO Bob Iger called the park a "brand eyesore," the revamp includes a sharper focus on characters from Pixar movies and closer ties to the look and feel of the company's Orlando properties.
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  • Jun. 13, 2012, 6:39 AM
    Disney's (DIS) ABC lined up ad commitments of $2.5B for the upcoming TV season, a mark that meets last year's total but falls short of the estimate of analysts as companies producing packaged goods and drugs showed soft demand. Media buyers report that the network lined up rate increases of 6% to 7%. (Earlier: CBS)
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  • Jun. 13, 2012, 5:54 AM
    CBS (CBS) has reportedly attracted around $2.7B in upfront ad sales for the TV season that starts in September, similar to last year. The network leader enjoyed an ad rate increase of 8%-10% but sold less inventory. All the major networks are now believed to have mostly completed their upfront dealings, gaining CPM increases of 5.5%-9%.
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  • Jun. 8, 2012, 8:07 AM
    The headaches for Disney (DIS) keep coming over John Carter. After flopping at the box office, the movie was released on DVD this week with Disney promising rental giants that they would receive DVDs to rent after 28 days. But Netflix (NFLX) and Redbox have jumped the gun, buying discs from suppliers such as Wal-Mart and Target to offer to consumers (at a loss) early - potentially undercutting DVD sales. It's all about leverage, as the uneasy relationship between movie studios and rental companies continues to be redefined.
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  • Jun. 7, 2012, 8:32 AM
    A war has broken out between Disney (DIS) and Coinstar's (CSTR) Redbox over the use of rental videos. After Disney decided not to sell its DVDs to any outlets until 28 days after they went on sale, Redbox went out and bought the DVDs from other sources in order to stockpile its kiosks. It's a strategy Redbox has been using in order to try and win concessions from movie studios.
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  • Jun. 6, 2012, 6:35 AM
    News Corp. (NWSA) buys out Disney's (DIS) stake in Asian joint venture ESPN Star Sports for an undisclosed amount - a move which will undoubtedly lead to a new name for the Asian sports network. Disney plans to use other branded ESPN networks it operates to air sports in Asia.
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  • Jun. 5, 2012, 11:22 AM
    Disney's (DIS +0.5%) The Avengers clears a pair of Star Wars movies to record the third highest domestic box office total of all-time. With Titanic and Avatar sitting above it with less merchandising and sequel opportunities, an argument can be crafted that one month after its U.S. opening the Marvel Studios flick is nearly unparalleled from the business side of the film industry.
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  • Jun. 5, 2012, 6:35 AM
    Disney (DIS) plans to only allow advertisers that comply with a set of strict nutritional standards to air commercials on its networks with children programming. Though the company acknowledges that it may lose some revenue, only advertisers promoting the very worst types of junk foods are expected to be limited.
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  • Jun. 4, 2012, 6:45 PM
    While the newspaper industry has been decimated by the Internet, the TV industry has been mostly unscathed. But that may be changing, thinks Henry Blodget, after reviewing recent Nielsen data. Cable ratings have fallen sharply since July, and a Nielsen global survey found a 700 bps Y/Y drop in the number of respondents claiming to have watched TV at home in the last month. Other data suggests TV viewing is holding up well.
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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.