Disney+
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With Walt Disney Co (NYSE:DIS) reporting its third-quarter earnings, below is a commentary from Disney’s Third Quarter EarningsDisney delivered a shockingly weak quarter with a big miss in subscriber growth additions standing out the most. Looking ahead, I believe that Disney will have to cut prices from current levels in an effort to stimulate demand and defend its market share in an increasingly competitive industry. The group’s Parks division put in a solid performance, although attendance trends are slowing as a result of price increases in key markets and a pullback in consumer discretion...
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Key Points Disney stock has fallen to a critical technical level, posing a significant discount to its 2021 highs. However, investors should know what will drive the price upward.Analysts see double-digit potential in the stock price, with top-side estimates pointing to a double—growing fundamentals with massive room to recover, which may be the drivers of these assumptions.As streaming segments take the bulk of investor attention, parks are growing rapidly, with a great way to go until they reach pre-pandemic levels. Streaming, however, will be another cash cow once stabilized.Looking at the ...
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Shareholders Asked to Vote FOR ‘Communist China Audit As the Walt Disney Co (NYSE:DIS) celebrates its 100 anniversary, it is so thoroughly unmoored from its mission and the values on which it was founded that we are urging shareholders to vote AGAINST the entire board of directors, including CEO Bob Iger. Q4 2022 hedge fund letters, conferences and more In fact, we find nothing redeeming about the company’s governance prior to this year’s April 3 annual meeting, as detailed in a lengthy proxy memo filed with the Securities and Exchange Commission (SEC) on March 15. From our proxy memo: Disney ...
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Disney CEO Bob Iger laid out a plan for the company that has activists standing down.The company plans to restructure and cut costs.The dividend may come back soon, another tailwind for the price action.5 stocks we like better than Walt DisneyShares of The Walt Disney Company (NYSE:DIS) have been on a roller coaster ride for the last few years, leaving investors less than enthused. The latest twist in the ride, however, included the renaming of Bob Iger to the helm, a move that is getting lots of positive attention. Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsset a...
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In hisDaily Market Notes report to investors, Louis Navellier wrote: Range TradingStocks are in a trading range as earnings season motors on. The S&P 500 has managed to stay above 4,100 but seems to have resistance at 4,150. Likewise, the NASDAQ keeps punching above 12,000 but then pulls back to 11,900. The Dow and Russell are also trading in a relatively narrow range this week, as the winners and losers of earnings season are steering things more than macro considerations, typical during earnings. Q4 2022 hedge fund letters, conferences and more Cost Cutting Wins At Disney The common theme we...
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Media and entertainment giant Walt Disney Co (NYSE:DIS) is attempting to prevent activist investor Nelson Peltz from joining the company’s board, after his asset management firm Trian Fund Management nominated him. Q4 2022 hedge fund letters, conferences and more Peltz Ups the StakePeltz’s move comes less than two months after the Wall Street Journal reported that Trian built a stake worth over $800 million in Disney in an attempt to win a board seat. The stake is now valued at around $900 million with Peltz reportedly looking to further increase his Disney holdings. The asset manager is looki...
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As Disney+ soars to new heights, Netflix is coming off another bad month. The streaming pioneer had this to say about the news: “Our slowing revenue growth means we are also having to slow our cost growth as a company. These changes are primarily driven by business needs rather than individual performance.” Q3 2022 hedge fund letters, conferences and more The layoffs come after a series of blows to the streaming provider. First, just a few months ago, Netflix announced plans to crack down on password sharing with two new features that would be tested first outside of the country. It was recent...
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Following are excerpts from the unofficial transcript of a CNBC exclusive interview with Walt Disney Co (NYSE:DIS) CEO Bob Chapek on CNBC’s “Squawk on the Street” (M-F, 9AM-11AM ET) today, Thursday, September 15. Disney CEO Bob Chapek On Rising Operating Costs, Activist Investor Dan LoebDisney CEO Bob Chapek: ESPN Will Not Be Your Father’s Old Sports ExperiencePart IDAVID FABER: Yeah, it was an interesting conversation with Bob Chapek. Obviously, it came after his appearance at the Communacopia event not far from here where any number of both tech and media CEOs were speaking or at least quest...
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