Walt Disney
DIS-N
540 watching
About Walt Disney (DIS-N)
1
0
0
0
0
Your Reaction
A great brand with fine content for kids and adults. They have the best chance to grow their streaming business and will give Netflix a run for their money. Last quarter was difficult because their Fox content didn't perform as well. (Analysts’ price target is $155.18)
A great brand with fine content for kids and adults. They have the best chance to grow their streaming business and will give Netflix a run for their money. Last quarter was difficult because their Fox content didn't perform as well. (Analysts’ price target is $155.18)
Numbers didn't meet market expectations, so stock fell. Integrating complex companies. Programming content for a wide range of ages, so better than Netflix. Streaming online. Parks business, entertainment business. Thinks they'll keep paying down debt. Great story and brand. Yield is 1.32%. (Analysts’ price target is $154.71)
Numbers didn't meet market expectations, so stock fell. Integrating complex companies. Programming content for a wide range of ages, so better than Netflix. Streaming online. Parks business, entertainment business. Thinks they'll keep paying down debt. Great story and brand. Yield is 1.32%. (Analysts’ price target is $154.71)
Their Q3 just disappointed; their Fox assets won't be accretive until 2021. The street sees no growth into 2020, but Disney is a huge content play that'll compete with Netflix. You're paid to wait. Has 22x earnings, but he trusts growth will come with the rise in streaming in the coming years. Great managers, powerful content and fine execution. (Analysts’ price target is $154.71)
Their Q3 just disappointed; their Fox assets won't be accretive until 2021. The street sees no growth into 2020, but Disney is a huge content play that'll compete with Netflix. You're paid to wait. Has 22x earnings, but he trusts growth will come with the rise in streaming in the coming years. Great managers, powerful content and fine execution. (Analysts’ price target is $154.71)
A 3-year hold They've done well launching Disney+ and condolidating Hulu to move quickly into streaming. Movies still generate revenue but are less important now. The theme parks are also doing well. The issue is that Disney must pay licensees to stream their content and this will eat into profits. This will limit EPS growth in this transition period. Disney's entry will actually be positive for Netflix, but will cut more cable subscriptions. This will be a multi-player industry.
A 3-year hold They've done well launching Disney+ and condolidating Hulu to move quickly into streaming. Movies still generate revenue but are less important now. The theme parks are also doing well. The issue is that Disney must pay licensees to stream their content and this will eat into profits. This will limit EPS growth in this transition period. Disney's entry will actually be positive for Netflix, but will cut more cable subscriptions. This will be a multi-player industry.
45% of their business comes from the amusement parks, and 35% from the media, and the rest from consumers. The Fox deal was big. they own Hulu. They are one of the few who can compete with Netflix with a huge content library. Has lots of fresh cash flow with little debt. They will continue to grow (Analysts’ price target is $152.91)
45% of their business comes from the amusement parks, and 35% from the media, and the rest from consumers. The Fox deal was big. they own Hulu. They are one of the few who can compete with Netflix with a huge content library. Has lots of fresh cash flow with little debt. They will continue to grow (Analysts’ price target is $152.91)
Comments
10000
