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The Walt Disney Company (DIS)

  • Apr. 10, 2012, 12:14 PM
    J.P. Morgan's 15 companies it views as potentially the next Apple, sporting "secular growth opportunities, a strong market position and attractive valuation": NTAP, AMZN, LNKD, DIS, CMCSA, TRMB, QCOM, ACN, BRCM, VMW, TIBX, QLIK, ANSS, INTU, CREE.
  • Apr. 9, 2012, 3:58 PM
    Major media companies take a dive after Citigroup slashes its ratings on CBS (CBS -2.2%), Discovery (DISCA -1.7%), Disney (DIS -2.2%) and News Corp. (NWSA -2.2%) to Neutral from Buy. Time Warner (TWX -1.6%) also tumbles even after the firm hikes its price target on the company to $45 from $40.
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  • Apr. 9, 2012, 7:50 AM
    Deutsche Bank increases its price target on Disney (DIS) to $53 from $48 on the strength of the firm's strong competitive positions and growth potential. Analysts note that Disney trades at a slimmer premium to the S&P 500 P/E than normal. Shares -1.5% premarket.
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  • Apr. 5, 2012, 2:01 PM
    The dependence of U.S. movie studio owners such as DWA, DIS, LGF, CMCSA, NWS, and TWX on international markets continues to grow. IHS estimates the top 100 grossing films in the U.S. received 58.4% of their box office sales overseas, up 110 bps Y/Y. This growing reliance on international receipts, intensified by weak U.S. DVD sales, is problematic for genres such as sports dramas and comedies, which aren't well-received overseas.
  • Apr. 4, 2012, 6:46 AM
    Disney (DIS) signs a deal with U.K. firm Blinkbox that will allow it to offer content to be released straight to customer's laptops, tablets, or smart TVs on the same day titles are released on DVD.
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  • Mar. 30, 2012, 12:44 PM
    Disney (DIS +1.4%) gains on an upgrade to Buy on valuation at Lazard Capital, citing secular positive program fee growth, and a strong net cash position that can be used for repurchases or acquisitions.
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  • Mar. 30, 2012, 8:10 AM
    Disney (DIS) plans to develop mobile social games with Japanese firm DeNA as it continue to try and take its movie characters from the big screen to mobile devices and online. The companies plan to start with a launch of two games in Japan based on Disney characters before evaluating ways to expand their venture. Shares of DIS +0.6% premarket.
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  • Mar. 28, 2012, 2:58 PM
    News Corp. (NWSA, NWS) plans to take on Disney's (DIS -1.6%) ESPN with its own sports network that could appear on sets before the end of the year. Sources tip off that the company already has the clearance of some carriers including DirecTV to add the new network to its programming.
  • Mar. 27, 2012, 9:11 AM
    Apple's (AAPL) Siri may soon be delivering sports scores as a partnership with Disney's (DIS) ESPN broadens. The sports network has an API that strategic developers can use to access real-time sports scores - making it a nice fit for Siri as it takes away fans' need to access browsers or apps on their smartphones to follow games.
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  • Mar. 26, 2012, 1:51 PM
    Disney (DIS) is preparing to launch Animal Kingdom Explorers, a "hidden objects" Facebook game that follows up on the smash hit Gardens of Time. Disney is hoping the extensive use of its brand and theme park tie-ins will make its latest game harder to copy than Gardens of Time, which now competes with clones from Zynga (ZNGA) and others. (also)
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  • Mar. 22, 2012, 4:59 PM
    Internet service providers are urged by the FCC to adopt practices to thwart the hijacking of internet traffic to unintended destinations, and to prevent the posting of fake web pages that lure consumers to counterfeit sites. ISPs have opposed new regulations protecting computer networks from hacker attacks, preferring voluntary sharing of info about cyber threats.
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  • Mar. 21, 2012, 8:37 AM
    Nomura adds Disney (DIS) to its Conviction Buy list as the company puts the John Carter flop in its rear-view mirror. Analysts with the firm point to Disney's strong core assets and enticing valuation. Shares +0.2% premarket.
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  • Mar. 20, 2012, 2:46 PM
    Bernstein is out defending Disney (DIS -0.5%) today, saying the shares should be bought on any weakness. The John Carter film has caused all the damage it could, and it doesn't expect the company to suffer any further impact. The firm maintains its $50 target and Outperform rating on the stock.
  • Mar. 19, 2012, 4:50 PM
    Disney (DIS) says it will take a $200M write-down related to the mega-flop John Carter, worse than the $120M-$160M forecast by analysts. The loss will result in Disney's studio division reporting an operating loss of $80M-$120M in the March quarter, compared with a $77M operating profit in the December quarter. Disney hopes The Avengers and Pixar's Brave will give its studio ops a lift later this year.
  • Mar. 15, 2012, 4:49 PM
    TV broadcasters are upset about an FCC proposal that would make them post online their pricing information about political ads. The networks say it isn't fair to make them post ad rates when other recipients of political ad dollars, including cable TV and websites, get a pass. Political advertising on television is expected to reach ~$3.2B this election season.
  • Mar. 15, 2012, 1:35 PM
    Not only does Disney's (DIS -0.4%) Where's My Water game feature its first character to ever debut in a mobile game, it also claims the honor of being the 25 billionth download from the iTunes store. Dazzled by the potential, Disney execs now have their heads spinning over the notion that a small development team could one day develop a game that reaches 1B people at nearly no cost and brand a new iconic character along the way. But will Rovio beat it to the punch?
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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.