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The Walt Disney Company (DIS)

  • Jul. 22, 2011, 2:31 PM
    Skepticism abounds regarding the likelihood of Apple (AAPL) acquiring Hulu. Ryan Lawler thinks Hulu's independent brand and multi-platform strategy will deter Apple. Peter Kafka sees Hulu's free, ad-supported model as "pretty alien to Apple." And Michael Gartenberg points out that Apple already offers much of Hulu's content for rent or sale.
  • Jul. 22, 2011, 5:26 AM
    Apple (AAPL) is said to be in talks for Hulu (NWS, DIS, CMCSA), but discussions are still in early stages and there are plenty of other firms eager to buy the online video company. Another factor that makes an Apple bid unlikely: The company has shied away from making large acquisitions, and Hulu's price tag could top $2B.
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  • Jul. 21, 2011, 1:48 PM
    New York Times (NYT +2.8%) is showing peers a paywall can pay off even as newspaper circulation dwindles, amassing 224,000 digital-only subscribers since charging digital readers for access in March (earnings). Newspaper stocks rally: GCI +3.6%, MEG +10.9%, MNI +5.1%. Diversified media: DIS +3.5%, NWS +3.2%, CMCSA +2.6%, CBS +1.7%.
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  • Jul. 21, 2011, 12:45 PM
    ESPN ratings surged 20% last week after five weeks of double-digit declines, sending Walt Disney (DIS +3.8%) shares to the top of the Dow leader board. The success of ESPN's women's World Cup soccer telecasts tells Wall Street that the TV network can counter the possibilities of strikes in professional sports.
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  • Jul. 7, 2011, 4:57 PM
    Mad men and zombies may entice News Corp. (NWS), Disney (DIS) or Time Warner (TWX) to chase "the most expensive American media takeover in five years": AMC Networks (AMCX +1.9%). It's a "hot network," Gamco Investors says, and plenty of media companies would like the "predictable, recurring dual-revenue streams of advertising and subscription fees.”
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  • Jul. 6, 2011, 10:36 AM
    Disney (DIS) CEO Robert Iger says Hulu's owners are "committed to selling" the company. Google (GOOG), Yahoo (YHOO), and Microsoft (MSFT) have reportedly shown interest in Hulu, which could be a very valuable property if freed of some of the content distribution constraints placed on it by its media industry bosses.
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  • Jul. 5, 2011, 11:36 AM
    ESPN (DIS) grabs live TV rights to Wimbledon from NBC (CMCSA), which had held broadcast rights to the tennis championships for 43 years. Terms were undisclosed, but ESPN might look forward to any source of ad revenue if the NBA lockout knocks out over $1B in sales.
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  • Jun. 24, 2011, 2:24 PM
    Critics hate Cars 2, but Disney (DIS -0.5%) may not care, given merchandising prospects like these: an estimated 300-plus toys and other consumer products generating more than the $2.8B from last year’s Toy Story 3. In fact, the whole reason for the movie is to push product sales: “Kids love ‘Cars’; they want this stuff whether critics like the movie or not.”
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  • Jun. 22, 2011, 7:00 AM
    Yahoo (YHOO) may or may not be interested in buying Hulu (NWS, DIS, CMCSA). Either way, sources say the video site is thinking about putting itself up for sale after getting an unsolicited takeover offer of undisclosed size.
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  • Jun. 15, 2011, 1:15 PM
    TV execs have taken heart that the boom in Web video hasn't cut into TV numbers (and advertising), but that may be starting to change - after all, you can only look at so many screens at once. New Nielsen numbers are showing that online watching is coming out of TV time (which is still a lot, at 40 hours per week).
  • Jun. 10, 2011, 7:43 AM
    TV networks book $8.7B in ad commitments for the September season, an 8.1% rise from a year earlier. CBS (CBS) booked $2.65B in pledges, with its price increases of 13%-15% the highest, while NBC (CMCSA), ABC (DIS) and Fox (NWS) raised fees by 9%-11%, sources say.
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  • Jun. 6, 2011, 3:13 PM
    ABC (DIS +0.2%) says will create a new syndicated talk show with Katie Couric, who will join ABC News. In an unusual concession, ABC will give up an hour of national airtime on local stations so they can buy the new show. Separately, Disney reportedly will cut as much as 20% of its film studio staff as movie production shifts to Marvel and Steven Speilberg’s DreamWorks.
  • Jun. 1, 2011, 8:49 AM
    Hulu (NWS, CMCSA, DIS) reaches a multi-year deal to provide hundreds of Miramax films to select subscribers. Financial terms weren't disclosed. (Miramax's deal with Netflix; NFLX -0.8%)
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  • May. 25, 2011, 5:10 PM
    Walt Disney (DIS) says it will withdraw its applications to trademark the term "SEAL Team 6" for use on toys, games and other consumer products "out of deference to the Navy." Just two days after bin Laden was killed by the SEALs, Disney filed an application with the U.S. Patent and Trademark office to commercially control the SEAL name.
  • May. 18, 2011, 8:10 AM
    Hulu (NWS, CMCSA, DIS) is nearing a deal to keep its pipeline of shows flowing, sources say, but the agreement could end up slowing Hulu's access to certain TV shows for its free service while Netflix (NFLX) and Amazon (AMZN) are both trying to steal marketshare.
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  • May. 16, 2011, 8:37 AM
    Let Beijing take the massive losses from the build-out of its high speed rail project, Morgan Stanley compiles 2 baskets of companies that will profit as the network doubles over the next 4 years.
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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.