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KATHLEENWILCOX631@GMAIL.COM

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  • Would you pay $30 a month to watch ESPN? That's the figure derived by Needham in a report it issued studying what would happen if an a la carte system was adopted in the cable/satellite industry. According to industry executives, Disney's (DIS) sports juggernaut is holding the pay-TV model together and consumers would get slammed with higher fees and less choices if a la carte became a reality. What to watch: ESPN earns the highest carriage fees in the industry at $5.54 per subscriber, but NBC (CMCSA) and 21st Century Fox (FOXA) are trying to break up the network's dominance. [View news story]
    These are DIS employees making these statements.

    Check the facts for a change, before you use personal attacks.
    Jul 27 09:19 AM | Likes Like |Link to Comment
  • Would you pay $30 a month to watch ESPN? That's the figure derived by Needham in a report it issued studying what would happen if an a la carte system was adopted in the cable/satellite industry. According to industry executives, Disney's (DIS) sports juggernaut is holding the pay-TV model together and consumers would get slammed with higher fees and less choices if a la carte became a reality. What to watch: ESPN earns the highest carriage fees in the industry at $5.54 per subscriber, but NBC (CMCSA) and 21st Century Fox (FOXA) are trying to break up the network's dominance. [View news story]
    People want OBAMA "FREE" TV, not ala carte.

    And to show you how craven DIS is on the subject of ala carte, here is a snippet from The Walt Disney Company's Management Presents at Nomura Annual U.S. Media & Telecom Summit Conference (Transcript)...

    I don't think there has been any serious thoughtful analysis that suggests that an a la carte world is actually better for consumers. We have a strong belief that in an a la carte world consumers will wind up paying more for less available content on television and that if you look at the extended basic content and the quality of the production that goes in to it, not only sports production and the viewing of sports but all the other production values that have shown up on cable networks, it's still, we think is a wonderful value.

    "Jay Rasulo - Senior EVP & CFO

    Well, of course, from time to time and you know behind your question of the regulatory environment is the whole question of a la carte that you know from time to time goes up. Look I don't think there has been any serious thoughtful analysis that suggests that an a la carte world is actually better for consumers. We have a strong belief that in an a la carte world consumers will wind up paying more for less available content on television and that if you look at the extended basic content and the quality of the production that goes in to it, not only sports production and the viewing of sports but all the other production values that have shown up on cable networks, it's still, we think is a wonderful value.

    If you look at ESPN subscribers over the last two years, there has not been a net change in the subscribers to ESPN. So we feel like, yeah from time to time, there is going to be some rabble rousing about this concept of and it kind of ends up being focused on sports. But we still believe that the values there for consumers and that they will continue to rationale thinking will prevail in that believe system."

    http://seekingalpha.co...

    What's interesting is, DIS wants to let you know, "I don't think there has been any serious thoughtful analysis that suggests that an a la carte world is actually better for consumers. "

    DUH you think so, Jay ?

    SO, DON'T tell yourself that it ain't gonna happen with DIS !

    And of course, they will be "forced" to do it...because as Jay says,
    "...it's the system" !
    Jul 26 11:23 AM | Likes Like |Link to Comment
  • The New Norm For Disney: A Blockbuster Strategy [View article]
    "The New Normal" ?

    The last time I heard this phrase it was about The Regime, and our lack of economic growth in the last 7 years, under The Regime Leader.

    Boy, that is NOT heartening, if they are talking that way about DIS !
    Jul 24 05:10 PM | Likes Like |Link to Comment
  • Netflix: Results Are Good But Not Good Enough [View article]
    You notice that Reed made the rounds of cable shows this morning, NOT to trumpet his quarterly report, but to curb talk of "bubble" that is circulating.

    This stock is endemic of the skittishness of The Market as a whole, and when Reed and his company, comes a tumblin' down, there will be A LOT of fake investigations.

    Reed may NOT Corzine his way out of it, when this ends.
    Jul 23 04:13 PM | 2 Likes Like |Link to Comment
  • Netflix (NFLX): Q2 EPS of $0.49 beats by $0.09. Revenue of $1.069B (+20% Y/Y) in-line. Expects Q3 EPS of $0.30-$0.56 vs. $0.45 consensus. Shares -5.6% AH. CC/video talk at 6PM ET (webcast). (shareholder letter - .pdf) [View news story]
    BUBBLE BUBBLE BUBBLE !
    Jul 22 04:17 PM | Likes Like |Link to Comment
  • Hulu's old media owners (DIS, CMCSA, FOXA) have decided not to sell the company, or even a stake in it, and will instead provide a $750M cash infusion while maintaining their current equity positions. Reported demands for a slew of streaming/licensing restrictions likely helped scuttle buyout/investment talks with the likes of DirecTV (DTV), Time Warner Cable (TWC), and AT&T/Chermin (T), much as they helped scuttle 2011 talks. Netflix (NFLX +4.4%) is probably pleased. (previous[View news story]
    What are they going to do with their "infusion" ?

    Let it sit there, and stagnate or WHAT ?

    MORE stockholder $$$ down a sink hole !
    .
    Jul 12 04:21 PM | Likes Like |Link to Comment
  • Disney (DIS) released The Lion King film in 1994 but it's still cashing checks from the powerful franchise as it draws in new generations. Disney Theatrical Productions says the Broadway adaption soared over the $1B mark in box office receipts since launching in 2002. What to watch: Spiderman didn't do so bad in Times Square either, leaving Disney watchers wondering just how much money Iron Man, Captain America, Luke Skywalker, and Chewbacca (?) could score when developed as a road show. [View news story]
    Jerry Bruckheimer's Disney Future in Question As Moguls Defend His 'Lone Ranger'

    The producer's rich "Pirates 5" deal will almost certainly be renegotiated while Les Moonves, Ron Meyer and Jeffrey Katzenberg praise the "Rock of Gibraltar of Hollywood" after a pricey flop.

    9:00 AM PDT 7/10/2013 by Kim Masters

    http://bit.ly/155ekIA

    But it's NOT Bruckheimer that's the "problem" with LONE RANGER, as much as it's Johnny Depp's NOT popular/politically correct, re-writing of the LONE RANGER saga !

    DIS got DEPPED ! And it will again, with Pirates 5 !

    QUESTION: How about some REAL issues and News, about stocks with DIS, here, instead of press releases from Bob Iger's secretary and press agent ????
    Jul 11 09:40 AM | Likes Like |Link to Comment
  • Disney (DIS) could lose $100M on The Lone Ranger if holiday weekend sales are as weak as some estimates, according to Cowen & Co. The expensive film is having a tough time getting out of the gate with early reviews tipping toward the negative side amid tough competition from family movies Despicable Me 2 and Monsters University. (Reviews: The Hollywood Reporter says it "wobbles and thrashes all over the place" - while The New York Post calls it a "bloated, misshapen mess.") [View news story]
    Disney's 'Lone Ranger' Could Lead to $150 Million Loss (Analysis)
    2:34 PM PDT 7/7/2013 by Pamela McClintock

    http://bit.ly/16j6v0Y

    COULD SOMEONE AT DIS, DUMP ALL CONTRACT AFFILIATIONS WITH JOHNNY DEPP...ESPECIALLY FOR PIRATES OF THE C. 5 ????

    http://bit.ly/16j6v0Z

    Hopefully the can cancel it, though it's set for Summer 2015 !

    You would think these "geniuses" would have figured it out after the PIRATES 4 debacle !

    http://bit.ly/16j6vhg
    Jul 8 09:55 AM | Likes Like |Link to Comment
  • Disney (DIS) could lose $100M on The Lone Ranger if holiday weekend sales are as weak as some estimates, according to Cowen & Co. The expensive film is having a tough time getting out of the gate with early reviews tipping toward the negative side amid tough competition from family movies Despicable Me 2 and Monsters University. (Reviews: The Hollywood Reporter says it "wobbles and thrashes all over the place" - while The New York Post calls it a "bloated, misshapen mess.") [View news story]
    WHEN will investors STOP believing press releases ?

    "The Lone Ranger" Now Available for Pre-order"

    "Dear Amazon.com Customer,

    Customers who have shown an interest in similar titles might like to know that "The Lone Ranger" is now available for pre-order on Blu-ray combo pack.

    List Price: $44.99
    Price: $26.99 & FREE Shipping. Details
    You Save: $18.00 (40%)
    Pre-order Price Guarantee. Learn more.

    This title has not yet been released."
    Jul 6 04:50 AM | Likes Like |Link to Comment
  • History repeats: Hulu's (DIS, CMCSA, NWS) old media owners are looking to place licensing restrictions in any deal with an acquirer, the WSJ reports. One source claims the owners want to place restrictions on 1 of their top 5 shows for a given season, and another in the 6-10 range. They also want a 30-day delay before shows are made available on Hulu's free service to cord-cutters, and to cap the length of content licensing deals for Hulu Plus to 2 years and free Hulu to 5 years. Naturally, the restrictions are said to be "a major factor" in how bidders such as DirecTV (DTV) have evaluated Hulu. Hulu's 2011 buyout talks collapsed in part due to squabbles over content deals. (earlier[View news story]
    OR..."We want to make a Profit, and money, BUT we have no problem chasing customers away."

    A case of Profit Interruptus.
    Jul 6 12:12 AM | 2 Likes Like |Link to Comment
  • Disney (DIS) could lose $100M on The Lone Ranger if holiday weekend sales are as weak as some estimates, according to Cowen & Co. The expensive film is having a tough time getting out of the gate with early reviews tipping toward the negative side amid tough competition from family movies Despicable Me 2 and Monsters University. (Reviews: The Hollywood Reporter says it "wobbles and thrashes all over the place" - while The New York Post calls it a "bloated, misshapen mess.") [View news story]
    This is where "political correctness" from The Left Coast, meets The Reality Of The Marketplace...with a high velocity ! BAM!

    And investors lose, because, you see, La La Land HATES $$$$, excepting when it's THEIR MONEY !

    When they forsee Huge Failure, believe me, they are usually underestimating the carnage !

    'The Lone Ranger' is wit-free and derivative
    Christian Science Monitor‎

    http://bit.ly/17ReyIT

    'The Lone Ranger': Nominally a Western, movie is completely at sea...Chicago Tribune‎

    http://trib.in/17RewAZ

    THANK GOD, for us, this segment of DIS is, reportedly, just 13% of their revenue !

    http://bit.ly/11U4iLu

    Here's what VARIETY says...

    http://bit.ly/12bBMk5
    Jul 2 11:19 AM | Likes Like |Link to Comment
  • Box office report: Disney (DIS) movie Monsters University dominated the weekend box office as the Pixar movie took in $46.1M during the film's second weekend for U.S. audiences. Fox (FOXA) film The Heat took second place to surprise, while Sony's (SNE) summer of discontent continued with White House Down debuting with a disappointing with a $25.7M weekend. Time Warner's (TWX) Man of Steel lost more momentum with the field crowded, and could fall short of analyst estimates for summer box office sales. [View news story]
    "...investors need to realize that the company's Studio Entertainment division represents about 13% of total revenue."

    http://bit.ly/11U4iLu
    Jul 1 08:16 AM | Likes Like |Link to Comment
  • Netflix (NFLX) renews Orange is the New Black for a second season to be aired in 2014. The comedic drama debuts next week with 13 episodes slated to be released. [View news story]
    WHY is NETFLIX associating itself with a segment of the sports industry that supports and shills for MURDERERS AND GENERAL MALCONTENTS ????

    June 26, 2013 8:00 pm

    A list of major NFL player arrests

    By Staff The Associated Press

    http://bit.ly/124tN8e
    Jun 28 10:23 AM | Likes Like |Link to Comment
  • ESPN Films to Present a Sneak Preview of The ’99ers from the Nine for IX Series at the D23 Expo 2013 [View article]
    WHY is DIS, a politically correct company IF there ever was one, associated with a segment of the sports industry, that hires MURDERERS and general malcontents ?

    June 26, 2013 8:00 pm

    A list of major NFL player arrests

    By Staff The Associated Press

    http://bit.ly/124tN8e
    Jun 28 10:19 AM | Likes Like |Link to Comment
  • Hulu (DIS, NWS, CMCSA) extends the deadline for the second round of bidding to acquire the company in order to give DirecTV (DTV) time to line up financing, according to The New York Post. DirecTV is expected to offer close to $1B for the streaming service in a move that may close out Yahoo and several P-E firms which are believed to have come in with low-ball offers. [View news story]
    MAYBE these alleged "business geniuses" should put HULU up on
    eBay ???

    IF they started at $.99cents they, STILL, wouldn't get any SERIOUS takers !

    Didn't ANY of them ever hear of reorganization or bankruptcy and just take the collective write off ?

    WHAT A DOG !

    Apologies to all animals of the canine persuation !
    Jun 28 10:15 AM | 1 Like Like |Link to Comment
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