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The Walt Disney Company (DIS)

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  • Feb. 6, 2012, 6:17 PM
    Disney (DIS) is in talks with Univision to create an English-language cable news channel that would launch before the November elections. Such a move would put Disney in direct competition with Time Warner (TWX), News Corp. (NWS, NWSA), and Comcast's (CMCSA) NBC unit in the intensely competitive cable news market.
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  • Feb. 6, 2012, 5:35 PM
    Notable earnings after Tuesday's close: CBG, CERN, DEI, DIS, HIG, LIFE, LNC, WU
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  • Feb. 6, 2012, 11:23 AM
    Goldman Sachs weighs in on Disney (DIS -0.5%) with a mildly improved price target of $43 and a reiteration of a Neutral rating. The firm highlights that Disney's important tax collections metric was down 1.4% Y/Y - marking the first decline in 22 months.
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  • Jan. 31, 2012, 7:25 PM
    Walt Disney (DIS) says it's buying controlling interest in Indian entertainment company UTV Software Communications, making it India's leading film studio. UTV is a major television producer in India with six owned channels and a mobile-gaming business.
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  • Jan. 27, 2012, 12:31 PM
    Is ESPN part of your TV subscription package? If it is, you're now paying Disney (DIS) $5.06/month for the privilege, according to data from SNL Kagan and Barclays. Throw in the $0.67/month charged for ESPN2 and the $2.71/month charged for ESPN 3D, as well as ESPN's industry-leading ad CPM of $15.63, and it's easy to see why the sports network remains a large growth engine for Disney. (previously)
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  • Jan. 22, 2012, 3:45 AM
    Neither Steve Jobs' widow nor a representative from his trust will be on the ballot when Disney (DIS) shareholders vote for the company's directors in March despite the trust being the firm's largest shareholder, a proxy filing on Friday showed. The firm also disclosed that the compensation of CEO Robert Iger topped $33.4M last FY.
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  • Jan. 19, 2012, 12:35 PM
    Why does Big Media favor SOPA legislation that's so punitive toward web companies like Google? Edward Jay Epstein surmises it has as much to do with protecting the pipe as it does protecting the content itself. "These golden geese are in danger of being strangled to death by video streaming," so anti-piracy talk really comes in second to stunting the growth of even legitimate online distribution.
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  • Jan. 18, 2012, 11:12 AM
    Disney (DIS) will open a store in Shanghai in the fall, and plans to open 25-40 stores in China over the next 3 years, according to a company exec. Last April, Disney, whose brand and characters are already familiar to some Chinese consumers, broke ground on the construction of Shanghai Disneyland. (also)
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  • Jan. 16, 2012, 4:27 AM
    Hulu (co-owned by DIS, CMCSA, NWS) is pushing into original programming, hoping to steal more customers from Netflix (NFLX) with the debut of its first scripted show on Feb. 14. The company plans to raise more money to expand the venture, saying raising capital won't be a problem for the "very healthy business."
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  • Jan. 12, 2012, 5:19 PM
    Hulu CEO Jason Kilar takes to the site's blog to report revenues up 60% in 2011 to $420M. Hulu Plus now has 1.5M subscribers and he expects paying customers to account for more than half of the firm's overall business by later this year. By including advertising as part of the revenue stream, Kilar believes Hulu will eventually be able to pay 50% more to content providers than other online subscription services.
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  • Jan. 10, 2012, 10:44 AM
    A healthy 13% increase in visitors has Hong Kong Disneyland considering expansion, according to statements by execs. The Disney DIS -1.1%)-Hong Kong government JV looks to turn around a 6-year streak of reporting losses by bringing in more visitors from mainland China - even though the majority are relatively unfamiliar with Disney lore.
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  • Jan. 9, 2012, 6:30 PM
    Zynga (ZNGA -9.2%) ended an ugly day trading 20% below its IPO price. Aside from Playdom's (DIS) unveiling of Marvel: Avengers Alliance for Facebook, there wasn't any noteworthy news to move shares. But bearish opinions are easy to find: Dave Thier argues Zynga's problem is that rising customer expectations force it to develop more expensive games to generate the same amount of revenue, all while competition grows.
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  • Jan. 9, 2012, 5:25 PM
    A deal between Google (GOOG) and cable operator Cox to add the latter's unsold ad inventory into a national pool sold by Google increases the reach of Google's TV ad network to 42M households. Jim Edwards thinks Google's TV ad efforts have the potential to disrupt the industry's inefficient, cartel-like structure, which serves to artificially inflate the ad rates charged by major TV networks.
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  • Jan. 9, 2012, 9:57 AM
    Even as Comcast (CMCSA) inks a broad-reaching deal with Disney (DIS) covering the distribution of ESPN content, the company's NBCUniversal division is taking aim at Disney's cash cow through the launch of NBC Sports Network. Soaring distribution costs for sports content, of which ESPN represents a large chunk, give pay-TV providers an incentive to achieve a measure of vertical integration.
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  • Jan. 6, 2012, 1:24 PM
    Zynga (ZNGA -2.2%) has had a rough week, and is making fresh post-IPO lows today. A possible culprit is a lack of enthusiasm for Zynga's just-launched Hidden Chronicles game. Paul Tassi notes the game bears a strong resemblance to Playdom's (DIS) wildly popular Gardens of Time, and sees it as evidence that Zynga "refuses to innovate in any way."
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  • Jan. 5, 2012, 5:41 PM
    Comcast's (CMCSA) wide-reaching distribution deal with Disney (DIS) could amount to a shot across Netflix's (NFLX) bow. Unlike mobile apps from other cable providers that only cover in-home viewing, Comcast now the right to stream live Disney programming to cable subscribers over the Web regardless of location, making it more of a direct rival to Netflix and other favorites of cord-cutters.
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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.