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The Walt Disney Company (DIS)

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  • Feb. 8, 2012, 9:01 AM
    Nomura Securities maintains a Buy rating on Disney (DIS) after digesting the entertainment giant's FQ1 report. Analysts with the firm stand unconcerned over a revenue shortfall in Disney's Studio division and see core earnings drivers still firmly in place. "We believe Disney’s assets are well positioned to above-peer growth for the foreseeable future."
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  • Feb. 7, 2012, 4:30 PM
    More on Disney's FQ1: Growth was fueled a 10% Y/Y revenue increase for the Parks & Resorts division, and hurt by declines of 16% and 10%, respectively, for the Studio Entertainment and Interactive Media (gaming) divisions. After respectively growing 9% and 14% in FQ4, the Media Networks and Consumer Products divisions only grew 3% each. A 7% drop in broadcasting revenue (ABC) hurt Media Networks. DIS -2% AH. (PR)
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  • Feb. 7, 2012, 4:20 PM
    Disney (DIS): FQ1 EPS of $0.80 beats by $0.09. Revenue of $10.78B (+1% Y/Y) misses by $400M. Shares -2.5% AH. (PR)
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  • Feb. 7, 2012, 3:59 PM
    Disney (DIS +1.3%) trades higher ahead of its upcoming earnings report, but at least one analyst expects a "middling" quarter, as Wunderlich sees EPS only equal to last year’s $0.68. Disney has the best long-term growth outlook among studio network houses, but also "the most exposure to the global macro through advertising and park attendance cyclicality."
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  • Feb. 7, 2012, 1:01 PM
    More on a potential Disney (DIS +0.4%)-Univision deal (previous): The firms hope to launch a 24-hour news channel for Latinos in English before November's presidential election. Political advertising could draw in significant dollars with hispanics considered important swing voters in states such as Florida, New Mexico, and Colorado.
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  • Feb. 7, 2012, 12:10 AM
    Notable earnings after Tuesday's close: CBG, CERN, DEI, DIS, HIG, LIFE, LNC, WU
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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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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.