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The Walt Disney Company (DIS)

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  • May 8, 2012, 12:10 AM
    Notable earnings after Tuesday's close: DIS, EOG, ETE, ETP, KGC, MRX, SGEN, XL
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  • May 7, 2012, 5:35 PM
    Notable earnings after Tuesday's close: DIS, EOG, ETE, ETP, KGC, MRX, SGEN, XL
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  • May 7, 2012, 2:06 PM
    Crunching The Avengers numbers: Bernstein Research's Todd Juenger forecasts that Disney (DIS +1.5%) will add a penny per share to earnings for each additional $60M above forecasts its multi-superhero movie generates in ticket sales. Though it's a conservative estimate that doesn't factor in the full effect of the company's ability to wring out merchandising and distribution sales or the value of future sequels, it adds credibility that Disney's strategy of making fewer films loaded with characters than can be highly marketed could work.
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  • May 7, 2012, 6:44 AM
    Viacom's (VIAB) Paramount Pictures cashes in on a 2005 distribution deal with Disney's (DIS) Marvel that gives it a clean 8% of the sales that smash-hit The Avengers churns out in theaters, DVDs, and eventually on the Internet. The well-received superhero flick has already sold over $640M worth of tickets - including a powerful $200.3M opening weekend in the U.S.
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  • May 6, 2012, 4:07 AM
    "The Avengers," Disney's (DIS) multi-superhero flick, generated $80.5M in its domestic opening on Friday and $30.3M internationally, bringing the total global take so far to $414.8M. That easily surpasses the estimated $220M budget and helps make up for the debacle that was "John Carter."
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  • May 3, 2012, 2:37 PM
    Disney (DIS +0.3%) appears set to have a huge hit on its hands when The Avengers opens in the U.S. this weekend as it catches applause for pushing all the right marketing buttons for the release. While Fandango reports over 1K showtimes are already sold out domestically, the superhero action flick grossed $260M globally in about a week as Disney adroitly opened it overseas to take advantage of local holidays. Reviews: CNN, New York Times, Ebert
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  • May 2, 2012, 1:50 PM
    With a U.S. debut only two days away, Disney (DIS -0.5%) film The Avengers looks set to smash the impressive opening weekend $152.5M haul of The Hunger Games. Fandango.com reports that 91% of all advance movie tickets sold yesterday were for the superhero film featuring the buffed trio of Thor, Iron Man, and the Hulk - while on the social front a noteworthy 1.3M "likes" on Facebook have been recorded for the movie.
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  • Apr. 30, 2012, 6:54 PM
    Hulu's media industry owners, desperate to protect existing revenue streams from the threat of cord-cutting, plan to require users looking to stream network TV shows prove they have a pay-TV subscription, the NY Post reports. It's added NBC owner Comcast (CMCSA) will insist on authentication model for streaming the 2012 Summer Olympics. (previous)
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  • Apr. 30, 2012, 6:42 PM
    Trade association DEG estimates U.S. spending on Blu-ray purchases and rentals rose 23% in Q1, which allowed total sales of physical media to fall just 0.6% Y/Y in spite of slumping DVD demand. This, along with growing spending on digital downloads and streaming, allowed an industry that has been slumping for several years to deliver a 2.5% sales increase. (previous)
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  • Apr. 27, 2012, 8:48 AM
    The buzz in Hollywood isn't so much who will get the open Disney (DIS) studio chief job, as it's who would want the job? The company's plotted strategy of developing brands around its films means that key decision-making comes from unit heads - instead of the ceremonial studio chief. But just ask Rich Ross what happens when a film goes awry like John Carter.
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  • Apr. 26, 2012, 8:43 PM
    Providence Equity Partners is selling its 10% stake in Hulu to co-owners Disney (DIS), Comcast (CMCSA), and News Corp. (NWS, NWSA) at a $2B valuation, Bloomberg reports. The valuation is just slightly above $1.9B offer Dish Network reportedly made for Hulu before last year's sales process was cancelled. Hulu's revenue rose 60% last year, but is still only a fraction of Netflix's (NFLX).
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  • Apr. 26, 2012, 1:27 PM
    New Disney (DIS +1.1%) flick The Avengers opened to international audiences at a record-setting pace, according to early box office reports. Though the film doesn't hit stateside until May 4, pre-sales in the U.S. are also exceptionally brisk. The movie is the first offering from Marvel Comics to be marketed and distributed by Disney, with hopes running high it will make up for the John Carter debacle.
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  • 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?
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  • 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.
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  • 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.
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  • 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.
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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.