Walt Disney Co (The)
Disney Beats Q3 Earnings Estimates: Is the Stock a Buy or Sell Now?
Jim Cramer Highlights Reopening Stocks: Beyond Meat, Disney, and More
Why Disney Stock Could Be a Long-Term Winner in Your Portfolio
Fund Flows Show Optimism in the Consumer Discretionary Sector
The SPDR S&P Retail ETF (XRT), which has exposure to around 100 US retail stocks, saw net inflows of $335.4 million over the week starting November 16, 2015.
Why Is ESPN Not Winning Lately?
ESPN had 381 million subscribers at the end of fiscal 2013 and 364 million at the end of fiscal 2014, a loss of 4.4% in one year.
Why Is Twitter Investing in Original Shows and Programming?
Last month, Twitter (TWTR) announced it would partner with 30 companies to bring original shows to its platform.
Why Did 21st Century Fox Stock Jump More than 4% on Monday?
Media giant Comcast (CMCSA) is reportedly getting ready to make an all-cash offer to acquire most of the assets of 21st Century Fox (FOXA).
Netflix Looks to Hire Neumann As Its CFO
Netflix (NFLX) is reportedly seeking to hire Spencer Neumann, Activision Blizzard’s (ATVI) CFO, as its new CFO.
Why Is Disney Investing in Theme Parks?
In the fiscal third quarter, Disney’s Parks and Resorts segment reported revenues of $5.2 billion.
FOXA’s Views on Streaming Platforms: Advertising Opportunity?
Due to the coverage of the US presidential elections this year, 21st Century Fox (FOXA) expects substantial advertising revenue from Fox News.
Why CBS Is Focusing on Original Progamming
Media companies have started focusing on producing original programming. CBS (CBS) is also increasingly concentrating on original programming.
Who Will Run the Modest Fox?
A new future awaits 21st Century Fox (FOX) after it closes the pending sale of most of its operations to the Walt Disney Company (DIS).
Can Disney Still Get What It Wanted from Fox?
Regulators have reshaped the Disney-Fox deal to the point that investors may be asking whether Walt Disney (DIS) is still getting what it wanted when it bought most of 21st Century Fox’s (FOX) assets for $71.3 billion last year.
MKM Partners Upgrades Mattel to a ‘Buy’
Mattel’s (MAT) cash and cash equivalents and inventories rose 5.8% and 4.5%, respectively, between 2Q15 and 2Q16.
Dish Network Can’t Complain about Sling TV
Dish Network’s (DISH) streaming television service, Sling TV, turned three on January 5.
A Look at Time Warner’s Key Metrics
In fiscal 1Q16, Time Warner bought back $700 million worth of shares. Including dividends, it has returned around $1.3 billion to its shareholders year-to-date.
Buckingham Research Downgrades Netflix due to Competition Fears
On March 8, Netflix (NFLX) stock fell 0.9% to $349.60 after Buckingham Research downgraded its rating from “buy” to “neutral.”
Why Netflix Is Stopping Short of an All-Time High
Netflix (NFLX) is expected to announce its 1Q17 results on April 17, 2017. In its 4Q16 results, Netflix had total streaming revenues of $2.4 billion, up 41% year-over-year.
Why Twitter Closed Its TV Apps
Twitter (TWTR) announced it will be closing its TV apps on streaming devices Roku (ROKU), Xbox, and Android TV as of May 24.
Can Comcast Beat Earnings Estimates in 4Q17?
Leading cable and media conglomerate Comcast (CMCSA) is set to release its 4Q17 earnings results before the market opens on January 24, 2018.
What’s Really Driving Growth for 21st Century Fox’s Television Segment?
FOXA believes that its “ability to create, own and monetize hit content” for its television segment will drive long-term value for its shareholders.
Renaissance Technologies sells its Amazon shares in 4Q13
Renaissance Technologies eliminated a position in online retailer Amazon.com Inc. (AMZN) that accounted for 0.34% of the fund’s 3Q portfolio.
21st Century Fox’s Rising STAR in India
21st Century Fox owns STAR India, India’s largest media network. STAR India develops, broadcasts, and produces programming for 51 channels in its portfolio.
Verizon Set to Launch Over-the-Top Service Soon
Verizon is leveraging its acquisitions of AOL, upLynk, OnCue, and EdgeCast for its new over-the-top service.
Why Fox May Want to Buy Regional Sports Networks from Disney
Disney agreed to buy a bundle of assets from 21st Century Fox for $71.3 billion.
YouTube’s Live Video Streaming Service Takes on Amazon in May
Amazon’s Twitch drives the highest US live video streaming volume with about 44% share. With live video streaming service at 60fps, YouTube aims to give competition to Twitch.
Comcast or Fox: Who Will Win the War over Sky?
Comcast (CMCSA) and Twenty-First Century Fox (FOX) (FOXA) have put in competing proposals to take over Sky, a European pay-TV group.
Is Disney Plotting to Deprive Apple of Television Box Revenue?
Disney Kids TV streaming box, which Walt Disney (DIS) unveiled at the CES 2017, quickly has generated heat in the streaming media device market.
Why Analysts Are Upbeat about Disney
Analysts remain optimistic about Disney Of the 32 analysts covering Disney (DIS), 18 analysts have rated the stock a “buy,” 12 analysts have rated it a “hold,” and only two analysts have rated the stock a “sell.” Analysts have set a stock price target of $117.44 for Disney, with a median target price of $124. […]
Why Disney’s Bid for Fox Could Have Edge over Comcast’s Bid
Walt Disney (DIS) recently won the endorsement of two influential proxy advisers for its $71.3 billion deal for the media and entertainment assets of Twenty-First Century Fox (FOXA).
How Do Disney’s Technical Indicators Compare with Peers?
Disney has a MACD of -1.3, while Twenty-First Century Fox (FOXA), Time Warner (TWX), and Comcast (CMCSA) have MACDs of -0.8, -0.2 and 0.3, respectively.
Will Time Warner’s Programming Strategy for Warner Bros. Work?
Warner Bros. had revenues of $13 billion in 2015, a rise of 4% year-over-year (or YoY). However, Warner Bros. saw a 13% YoY fall in revenues in fiscal 4Q15, with revenues of $3.3 billion.
Which Movies Are Boosting Disney’s Studio Revenues?
In fiscal 2Q18, the success of Marvel’s Black Panther drove Disney’s Studio Entertainment segment’s revenues by a whopping 21.0% YoY.
Why Credit Suisse Gave Its Recent Thumbs up to 21st Century Fox
During the past month, the FOXA’s stock price has gone up by 11.6% while CBS and Disney have seen their stock prices go up by 15.4% and 6.2%, respectively.
How Analysts Are Rating Disney Stock after Its Earnings
On May 11, 2017, The Walt Disney Company (DIS) was trading at $109.58. That’s 3.0% below its 20-day moving average of $113.
Is Verizon Interested in Comcast?
On April 19, Bloomberg reported, citing Verizon Communications’ (VZ) CEO, Lowell McAdam, that Verizon is open to merger discussions with either Comcast (CMCSA), The Walt Disney Company (DIS), or CBS (CBS).
How Wall Street Analysts Are Rating Time Warner
On June 27, 2017, Time Warner (TWX) stock closed at $99.31. It’s trading at 1.3% above its 100-day moving average of $98.
21st Century Fox Is Still Focusing on Film Diversity
21st Century Fox’s Filmed Entertainment segment performed well in the last two quarters. The segment’s revenue grew by 5% year-over-year to $2.4 billion in 3Q15.
Why Did Time Warner Stock Fall after Earnings Release?
On February 10, 2016, Time Warner (TWX) reported its 4Q15 and fiscal 2015 earnings. The company reported revenues of $7.1 billion in 4Q15, a decline of 6% year-over-year.
Netflix Stock Drops despite Positive Q1 Results
The world’s largest video streaming service provider, Netflix (NFLX), announced impressive first-quarter results after the closing bell on April 16.
How Is Disney Planning to Benefit from Star Wars?
Disney’s Consumer Products and Interactive segment’s business has been in a decline for the past two quarters.
Why ESPN Isn’t Concerned about Falling Sports Ratings
In August 2019, Disney is set to expand its college sports programming by launching a successor to its SEC Network—the ACC Network.
How Serious Is Apple about Original Content?
Earlier this year, Apple said it will be spending a whopping $1 billion on original content over the next couple of years.
Can Netflix Memberships Keep Growing in Fiscal 1Q16?
Netflix (NFLX) is expecting total streaming memberships of 81 million with streaming net additions of 6.1 million in fiscal 1Q16. It will be interesting to see if Netflix can achieve its targets.
Why Are Analysts Still Positive on Netflix despite Competition?
Out of the 43 analysts covering Netflix (NFLX), 26 analysts have given it a “buy.”
Factors Driving Deferred Revenue for Autodesk
Autodesk has continued to witness strong growth in its deferred revenue over the past few quarters mainly triggered by its transition from a maintenance-based to a subscription-based business model.
Fox Fighting for Its Money and Image in Fraud Case
An arbitrator ordered 21st Century Fox (FOX) to pay $179 million in damages to actors and producers of the drama series Bones.
Why Disney Still Believes ESPN Is on a Winning Path
Disney’s (DIS) ESPN has some investors worried about declining subscriber numbers. But Disney believes there’s nothing to worry about.
An assessment: Viacom versus its media peers
Viacom, despite being undervalued by analysts, is expected to see growth from its media networks segment especially with its digital partnership deals.
Why India Is Important for Apple TV+ and Streaming Peers
India, with over 1.3 billion people, is becoming more important for global streaming players such as Netflix, Apple TV+, and Amazon Prime Video.
Why international markets are a big opportunity for Netflix
Netflix expects 2.15 million net subscriber additions in the fourth quarter. This growth is faster than what Netflix experienced in the U.S.
The Impact of the AT&T–Time Warner Merger
Analyst Craig Moffett believes that AT&T has an 80% chance of prevailing in court in its proposed merger with Time Warner.
Why Fox Might Favor Disney’s Bid despite Comcast’s Higher Offer
As per a report from Reuters, Comcast (CMCSA) is eyeing some of the media and entertainment assets of 21st Century Fox (FOXA), threatening Disney’s (DIS) bid for those assets.
Why Electronic Arts Shares Are Almost at an All-Time High
Electronic Arts shares have risen more than 60% to date in 2015. Shareholders have benefited from the company’s performance through game launches and an increase in guidance.
Inside Disney’s Recent Theme Park Business Performance
Walt Disney’s (DIS) Theme Parks business posted strong performance results in the three months ending December 2017 (the company’s fiscal 1Q18).
Analyzing Autodesk’s Key Markets
Autodesk’s (ADSK) American market, which contributes more than 40% of its overall revenue, has maintained strong revenue growth.
Why ESPN drives Walt Disney’s Media Networks revenue
Disney’s media division has remained its largest source of revenue. For fiscal 2013, revenues from Media Networks increased 5%, to $20.4 billion.
Understanding Disney’s Gender Pay Gap in the UK
Sky, the European broadcaster that 21st Century Fox and Comcast are vying to acquire, reported a gender pay gap in favor of men in 2017 in the UK.
American Airlines gets significantly lower position in Appaloosa
Appaloosa Management significantly lowered its position in American Airlines (AAL) in the third quarter that ended in September 2014. The position accounts for 3.81% of the fund’s total third-quarter portfolio.
A Detailed Holdings Analysis of DCMSX
The holdings of the DFA Commodity Strategy Portfolio – Institutional Class (DCMSX) mainly consist of corporate and government bonds.
What Is Disney Doing to Get Regulatory Approval for Fox Deal?
On October 15, Walt Disney (DIS) announced that it had offered concessions to the European Commission on October 12 to help resolve the European Union’s (EZU) antitrust concerns.
Why the Walt Disney Company Reorganized
In 2017, Disney agreed to acquire the bulk of Fox assets for $52.4 billion, or $66.1 billion including debt.
Amazon looks to broaden Twitch’s scope through music streaming
Amazon (AMZN) acquired Twitch a few months back for a valuation of around $1 billion. Twitch is a popular website for video game enthusiasts.
Overview of 21st Century Fox’s Fiscal 2015 Earnings
Recently, stocks of media companies such as 21st Century Fox (FOXA) were hammered. In fiscal 2015, the company had revenues of ~$29 billion, a 9% decrease from fiscal 2014.
Upside from Wal-Mart’s Black Friday, Cyber Week, and Web Blitz
Wal-Mart plans to have Cyber Week last from November 28 to December 4, 2015, with ~2,000 online deals per day.
Here’s How Comcast’s Theme Park Business Performed in 4Q17
Comcast’s (CMCSA) Theme Parks business was a star performer in 4Q17, with revenue growth accelerating over the previous quarter.
Facebook Taps Premium Video Subscriptions Such as Amazon’s
Facebook (FB) is borrowing a page out of Amazon’s (AMZN) and Roku’s (ROKU) playbooks as it looks to strengthen its revenue stream.
Netflix: What’s the Cost of Signing the Obamas?
Former US President Barack Obama and his wife, Michelle Obama, will produce TV shows and films for Netflix (NFLX) under a multiyear agreement.
What to Make of the Disney–Altice Agreement
After a period of contentious and closely watched negotiations, Walt Disney (DIS) and Altice USA (ATUS) finally reached a multiyear programming agreement.
Despite Netflix’s Hook-Up Potential, Citi Cuts Price Target
Partnerships have done wonders for Netflix. In addition to having deals with Apple TV and Roku, the streaming giant has partnered with pay-TV providers.
Will AT&T’s Merger Appeal Pose a Threat to Comcast’s Bid for Fox?
The US government has recently decided to appeal AT&T’s (T) takeover of Time Warner.
Netflix Stock Has Risen 7% since Disney+ Launched
In the past two weeks since Disney+ launched, Netflix stock has recovered from the early shock. The stock has risen 7.0% from where it closed on November 12.
ViacomCBS Diverts Investor Attention from Netflix Stock
Netflix (NFLX) stock fell 0.6% on December 4, the day Viacom and CBS completed their merger to form a new entity, ViacomCBS (VIACA) (VIAC).
What Do Comcast’s Growing Revenues Signal?
Comcast (CMCSA) boasted revenue of $22.8 billion in the first quarter, well above the consensus estimate of $22.7 billion.
Inside Walt Disney’s World Expansion: An Overview
Disney wants to spread the success of Tron to Walt Disney World Resort as it seeks to boost business at one its key theme park locations.
Is Disney Arranging Financing to Fend Off Comcast for Fox Assets?
Last month, Comcast announced that it is in the “advanced stages of preparing” an all-cash offer for the Fox assets.
Comcast’s Offer for Fox after Disney’s Deal Got the Nod from the DoJ
As Disney has received approval from the DoJ, the pressure on Comcast has increased to improve its offer over Disney’s latest proposal.
Investment-Grade Bond Funds Saw Inflows Last Week
Flows into investment-grade bond funds were positive last week. Investment-grade bond funds saw net inflows of $907.1 million during the week ending July 6.
How Viacom and CBS Could Benefit from Potential Merger
Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger.
Why Salesforce Acquired Gravitytank
Salesforce is currently on the acquisition bandwagon. In mid-September 2016, it announced its acquisition of Gravitytank.
Comcast Raised Bid to Buy Sky
Last week, cable and media conglomerate Comcast (CMCSA) increased its bid to 26 billion pounds (or $34 billion) to buy a 61% stake in London-based pay-TV company Sky.
ViacomCBS: Highlights for Bargain Hunters amid the Sell-Off
ViacomCBS stock fell 8.58% on March 27 and closed the week at $12.79. Disappointing financial results and the coronavirus put pressure on the stock.
How Mattel Performed during the Second Quarter of 2016
Mattel (MAT) has a market cap of $11.2 billion. It rose by 1.4% to close at $32.83 per share on July 20, 2016.
How Will Disney’s $71.3 Billion Bid for Fox’s Assets Dent Comcast?
The Walt Disney Company recently offered a deal price of more than $71.3 billion for significant assets of 21st Century Fox.
Could Investing in DCMSX Help Your Portfolio?
DCMSX is an alternative mutual fund that has suffered due to its commodity real return strategy.
Netflix Retains Hit Show Friends for Its Most Important Markets
NFLX stock fell after the company announced the loss of hit sitcom Friends to AT&T’s WarnerMedia. But the show isn’t gone from Netflix completely.
Facebook Investing in Product Credibility
In November, Facebook CEO Mark Zuckerberg said that enhancing Facebook’s safety and security was more important than enhancing its profits.
Disney Stock: 2 Things Investors Need to Know
There was a sell-off in Disney (NYSE:DIS) stock amid the COVID-19 pandemic. So far, the pandemic has mainly paralyzed the company’s operations.
How Fox’s Assets Could Benefit Disney
In December 2017, Walt Disney (DIS) announced an acquisition deal with 21st Century Fox (FOXA) to acquire most of the assets for equity value of ~$52.4 billion.
Why 21st Century Fox Stock Rose More than 7%
Media giant Disney (DIS) has recently made a higher bid than rival bidder Comcast (CMCSA) for most of the assets of 21st Century Fox (FOXA).
Disney Stock Jumps as Executives Take a Pay Cut
The more than 3.50% jump in Disney stock on Monday came as the company’s executives agreed to take pay cuts. Bob Iger will forgo all of his salary.
Why cable companies are losing subcribers to the Netflix boom
Netflix has had great success attracting new customers. It grew to over 31 million domestic subscribers in the most recent quarter.
2 Things to Know Before You Trade Disney Stock This Week
Disney is at risk of significant revenue loss due to the virus outbreak. However, the company is working to ensure that it can ride out the storm.
Re-Examining the Disney-Netflix Relationship after the Fox Deal
Last year ended with Walt Disney (DIS) saying it would stop serving its content on Netflix’s (NFLX) platform beginning in 2019.
Can Twitter Help Studios Boost Box Office Sales?
Twitter’s (TWTR) social media platform could be a powerful tool for marketing and gauging public interest in new movie releases.
Could Comcast’s Planned Higher Bid for Fox Hurt Its Credit Score?
Fox’s board of directors readily agreed to Disney’s new bid due to the stock offering and apparently lower regulatory hurdles.
How Hulu’s Live TV Guide Feature Can Boost Its Subscriber Base
Disney is in the process of acquiring most of 21st Century Fox’s assets for ~$66.1 billion, including Fox’s debt of roughly $13.7 billion.
Disney’s Extraordinary Achievement
Walt Disney (DIS) made a $5.5 billion bet on a Mainland China (MCHI)(FXI) theme park—its largest foreign investment.
Comcast and the Many Benefits of Sky
The Sky deal is expected to boost Comcast’s international revenue to 25% from the current 9% generated outside the United States.
Understanding the Impact of the AT&T–Time Warner Merger
AT&T’s merger with Time Warner will give it access to Time Warner’s attractive media assets to compete with growing digital rivals.