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The Walt Disney Company (DIS)

  • 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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  • May. 11, 2011, 9:00 AM
    Premarket gainers: ROVI +14%. M +8%. ZAGG +5%. LVLT +4%. MKND +3%. AU +3%.
    Losers: HEV -18%. STEC -13%. OPWV -8%. AYR -7%. STWD -4%. DIS -4%. MCP -4%. MT -3%. ASML -3%. CIGX -3%.
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  • May. 10, 2011, 4:40 PM
    Walt Disney (DIS): Q2 EPS of $0.49 misses by $0.07. Revenue of $9.1B (+6% Y/Y) in-line. Shares -2.6% AH. (PR)
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  • May. 10, 2011, 12:10 AM
    Notable earnings after Tuesday's close: ARNA, DIS, DPTR, GMR, HRBN, MBI, MCP, MDR, NUAN, ROVI, SRX, STEC, ZAGG
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  • May. 4, 2011, 9:54 AM
    Netflix (NFLX -1.6%) reportedly is negotiating with entertainment companies including CBS, Walt Disney (DIS), Lions Gate (LGF) and Viacom (VIA) to obtain rights to stream movies and television shows in Latin America. Latin America would become Netflix’s third market, after starting a streaming-only subscription service in Canada last year.
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  • Apr. 19, 2011, 12:49 PM
    While some argue for Apple (AAPL) to be taken private, Conor Sen thinks it's time for the company to take its cash pile ($60B and growing every day) and buy Disney (DIS) - a response to hardware markets that can't help but become commoditized, and a move further into the "intersection of computing, communications, and media delivery."
  • Apr. 16, 2011, 7:50 AM
    ABC's (DIS) cancellation of 40-year-old soaps All My Children and One Life to Live means unemployment for Warren Buffett (BRK.A) - as an actor, at least, since he appeared as himself a few times to give advice to Susan Lucci's character.
  • Apr. 8, 2011, 10:25 AM
    Disney (DIS -0.5%) and its Chinese government-owned partners break ground on Shanghai Disneyland. The deal gives 43% of the resort to Disney and 57% to a trio of state-owned businesses; the project's costs and profits are to be divided along those proportions. The theme park is expected to take five years to complete.
  • Apr. 7, 2011, 2:23 PM
    Amazon (AMZN) is named the "most reputable company" in the U.S., according to a list based on a study that measures consumer trust, admiration and warm fuzzy feelings toward the largest 150 U.S. companies based on revenue. Rounding out the top 10: KFT, JNJ, MMM, K, UPS, FDX, SLE, GOOG, DIS. (full list)
  • Apr. 4, 2011, 2:36 PM
    A dozen companies say that hackers may have stolen millions of consumer email addresses because of a security breach at an ad company, including banks COF, BCS, USB, C and JPM, and retailers BBY, TIVO, WAG and KR, plus DIS. The companies are warning customers to expect fraudulent emails that try to coax account login information from them.
  • Mar. 31, 2011, 4:53 PM
    Google (GOOG) pays the price for being classified as a tech stock, where it's often perceived as the next Microsoft (MSFT), a lumbering giant that generates lots of cash. If Google is treated as a media stock, its superior growth should argue in favor of a higher valuation. Yet CBS and Disney (DIS), growing at a fraction of Google's rate, both command higher multiples.
  • Mar. 23, 2011, 5:10 PM
    Disney (DIS) shareholders re-elect the company's entire board, including Steve Jobs (AAPL), despite concerns over his health and his poor attendance at board meetings. Despite his spotty attendance record, Jobs has significantly influenced Disney's digital strategy, as evidenced by its many iPad applications.
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  • Mar. 14, 2011, 4:43 PM
    If the pro football lockout extends into the season, the broadcast networks will lose “hundreds of millions in revenues" as they replace NFL games with less-popular programs, Moody's says. Because DirecTV (DTV) is the only provider with access to every NFL game, a lockout would affect it most, but CBS, NBC (CMCSA), ESPN (DIS) and Fox (NWS) could all face pressure.
  • Mar. 4, 2011, 9:54 AM
    Broadcasters including CBS and Fox (NWS) say a lockout of NFL players would have little immediate impact on their profitability, but they would be starved of a crucial way of drawing viewers and advertisers to their broader programming slates. "The ad dollars captured by the NFL are not going to disappear from the ecosystem, but the eyeballs won't be replaced," a media analyst says.
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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.