Walt Disney Co (The)

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.

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.

Last month, Twitter (TWTR) announced it would partner with 30 companies to bring original shows to its platform.

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 (NFLX) is reportedly seeking to hire Spencer Neumann, Activision Blizzard’s (ATVI) CFO, as its new CFO.

In the fiscal third quarter, Disney’s Parks and Resorts segment reported revenues of $5.2 billion.

Due to the coverage of the US presidential elections this year, 21st Century Fox (FOXA) expects substantial advertising revenue from Fox News.

Media companies have started focusing on producing original programming. CBS (CBS) is also increasingly concentrating on original programming.

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).

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.

Mattel’s (MAT) cash and cash equivalents and inventories rose 5.8% and 4.5%, respectively, between 2Q15 and 2Q16.

Dish Network’s (DISH) streaming television service, Sling TV, turned three on January 5.

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.

On March 8, Netflix (NFLX) stock fell 0.9% to $349.60 after Buckingham Research downgraded its rating from “buy” to “neutral.”

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.

Twitter (TWTR) announced it will be closing its TV apps on streaming devices Roku (ROKU), Xbox, and Android TV as of May 24.

Leading cable and media conglomerate Comcast (CMCSA) is set to release its 4Q17 earnings results before the market opens on January 24, 2018.

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 eliminated a position in online retailer Amazon.com Inc. (AMZN) that accounted for 0.34% of the fund’s 3Q portfolio.

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 is leveraging its acquisitions of AOL, upLynk, OnCue, and EdgeCast for its new over-the-top service.

Disney agreed to buy a bundle of assets from 21st Century Fox for $71.3 billion.

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 (CMCSA) and Twenty-First Century Fox (FOX) (FOXA) have put in competing proposals to take over Sky, a European pay-TV group.

Disney Kids TV streaming box, which Walt Disney (DIS) unveiled at the CES 2017, quickly has generated heat in the streaming media device market.

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. […]

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).

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.

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.

In fiscal 2Q18, the success of Marvel’s Black Panther drove Disney’s Studio Entertainment segment’s revenues by a whopping 21.0% YoY.

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.

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.

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).

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’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.

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.

The world’s largest video streaming service provider, Netflix (NFLX), announced impressive first-quarter results after the closing bell on April 16.

Disney’s Consumer Products and Interactive segment’s business has been in a decline for the past two quarters.

In August 2019, Disney is set to expand its college sports programming by launching a successor to its SEC Network—the ACC Network.

Earlier this year, Apple said it will be spending a whopping $1 billion on original content over the next couple of years.

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.

Out of the 43 analysts covering Netflix (NFLX), 26 analysts have given it a “buy.”

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.

An arbitrator ordered 21st Century Fox (FOX) to pay $179 million in damages to actors and producers of the drama series Bones.

Disney’s (DIS) ESPN has some investors worried about declining subscriber numbers. But Disney believes there’s nothing to worry about.

Viacom, despite being undervalued by analysts, is expected to see growth from its media networks segment especially with its digital partnership deals.

India, with over 1.3 billion people, is becoming more important for global streaming players such as Netflix, Apple TV+, and Amazon Prime Video.

Netflix expects 2.15 million net subscriber additions in the fourth quarter. This growth is faster than what Netflix experienced in the U.S.

Analyst Craig Moffett believes that AT&T has an 80% chance of prevailing in court in its proposed merger with Time Warner.

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.

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.

Walt Disney’s (DIS) Theme Parks business posted strong performance results in the three months ending December 2017 (the company’s fiscal 1Q18).

Autodesk’s (ADSK) American market, which contributes more than 40% of its overall revenue, has maintained strong revenue growth.

Disney’s media division has remained its largest source of revenue. For fiscal 2013, revenues from Media Networks increased 5%, to $20.4 billion.

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.

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.

The holdings of the DFA Commodity Strategy Portfolio – Institutional Class (DCMSX) mainly consist of corporate and government bonds.

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.

In 2017, Disney agreed to acquire the bulk of Fox assets for $52.4 billion, or $66.1 billion including debt.

Amazon (AMZN) acquired Twitch a few months back for a valuation of around $1 billion. Twitch is a popular website for video game enthusiasts.

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.

Wal-Mart plans to have Cyber Week last from November 28 to December 4, 2015, with ~2,000 online deals per day.

Comcast’s (CMCSA) Theme Parks business was a star performer in 4Q17, with revenue growth accelerating over the previous quarter.

Facebook (FB) is borrowing a page out of Amazon’s (AMZN) and Roku’s (ROKU) playbooks as it looks to strengthen its revenue stream.

Former US President Barack Obama and his wife, Michelle Obama, will produce TV shows and films for Netflix (NFLX) under a multiyear agreement.

After a period of contentious and closely watched negotiations, Walt Disney (DIS) and Altice USA (ATUS) finally reached a multiyear programming agreement.

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.

The US government has recently decided to appeal AT&T’s (T) takeover of Time Warner.

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.

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).

Comcast (CMCSA) boasted revenue of $22.8 billion in the first quarter, well above the consensus estimate of $22.7 billion.

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.

Last month, Comcast announced that it is in the “advanced stages of preparing” an all-cash offer for the Fox assets.

As Disney has received approval from the DoJ, the pressure on Comcast has increased to improve its offer over Disney’s latest proposal.

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.

Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger.

Salesforce is currently on the acquisition bandwagon. In mid-September 2016, it announced its acquisition of Gravitytank.

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 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.

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.

The Walt Disney Company recently offered a deal price of more than $71.3 billion for significant assets of 21st Century Fox.

DCMSX is an alternative mutual fund that has suffered due to its commodity real return strategy.

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.

In November, Facebook CEO Mark Zuckerberg said that enhancing Facebook’s safety and security was more important than enhancing its profits.

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.

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.

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).

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.

Netflix has had great success attracting new customers. It grew to over 31 million domestic subscribers in the most recent quarter.

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.

Last year ended with Walt Disney (DIS) saying it would stop serving its content on Netflix’s (NFLX) platform beginning in 2019.

Twitter’s (TWTR) social media platform could be a powerful tool for marketing and gauging public interest in new movie releases.

Fox’s board of directors readily agreed to Disney’s new bid due to the stock offering and apparently lower regulatory hurdles.

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.

Walt Disney (DIS) made a $5.5 billion bet on a Mainland China (MCHI)(FXI) theme park—its largest foreign investment.

The Sky deal is expected to boost Comcast’s international revenue to 25% from the current 9% generated outside the United States.

AT&T’s merger with Time Warner will give it access to Time Warner’s attractive media assets to compete with growing digital rivals.