Disney: Yet Another Blockbuster

(10min)

Summary

  • Disney's profit is driven more by its parks and experiences segment than by movie blockbusters.
  • Movie results are a relatively minor contributor to Disney's overall profits and revenue.
  • The company's strategy of combining streaming and linear content into a common business unit enhances its ability to monetize intellectual property beyond films.
  • Disney's diversified entertainment ecosystem reduces reliance on hit movies.
  • Disney is now in a position to rapidly grow free cash flow.
  • This idea was discussed in more depth with members of my private investing community, Oil & Gas Value Research. Learn More »

Walt Disney Studios in Burbank, California, United States

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Disney (NYSE:DIS) (NEOE:DIS:CA) has another blockbuster on its hands. This came after another good second quarter report. Disney appears to be one of the few operations where the market expects every movie release to

I analyze oil and gas companies, related companies, and Disney in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here for a free two-week trial.

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He leads the investing group Oil & Gas Value Research. He looks for under-followed oil companies and out-of-favor midstream companies that offer compelling opportunities. The group includes an active chat room in which Oil & Gas investors discuss recent information and share ideas. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of DIS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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