Thursday, November 14, 2024This morning, pre-market trading is mild. The big relief rally following the General Election — Republicans yesterday won a majority in the House, officially making it a clean sweep — has given way to a more cautious approach, with one eye trained on economic data having influence over Fed monetary policy going forward.The Dow is +83 points at this hour, while the S&P 500 and Nasdaq indexes are -1 point and -20 points, respectively. The small-cap Russell 2000 is +2 points. Followi ...

Last week, Warner Bros Discovery said it was excited about doing deals during Trump's second term.Disney's Bob Iger is taking a different tack: He says the company has bought everything it needs.Regardless of what Iger actually wants to do, he's probably better off not talking about it right now. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access ...

Disney has done the math on separating its TV networks business, and it appears too messy to be done — at least for now.The company's Chief Financial Officer, Hugh Johnston, said Thursday on CNBC's "Squawk Box" that the "cost is probably more than the benefit" when it comes to separating its TV networks business, given the "operational complexity."The future of the traditional TV network business has been top of mind in the media industry. In late October, Comcast executives said they were exploring a separ ...

Disney stock is climbing higher after a good earnings report.In this video, I will cover Walt Disney's (DIS 8.85%) fourth-quarter earnings. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Nov. 13, 2024. The video was published on Nov. 14, 2024. ...

As controversial and emotionally charged as Iger’s return was for the market, it is a move paying off for investors at Walt Disney NYSE: DIS. His return keeps the company on track to sustain long-term growth, healthy cash flows, and increasing capital returns while delivering value to its consumers. The results from Q3 are a testament to his efforts, including optimizing the streaming business. Streaming and entertainment were the driving forces of growth in FQ4, but strengths were seen across the board, in ...

Walt Disney (DIS) reported $22.57 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 6.3%. EPS of $1.14 for the same period compares to $0.82 a year ago.The reported revenue represents a surprise of -0.09% over the Zacks Consensus Estimate of $22.59 billion. With the consensus EPS estimate being $1.09, the EPS surprise was +4.59%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

迪士尼CEO“热麦”事件 - 迪士尼CEO鲍勃·伊格尔在周四公司第四财季财报电话会议上有“热麦”时刻，他大声质疑自己是否应该透露关键的流媒体数据[1] - 在回答华尔街分析师关于迪士尼+增长前景和定价策略的问题时，伊格尔透露了美国（37%）和全球（30%）有多少迪士尼+用户选择含广告套餐，这种披露在流媒体行业不常见，例如奈飞从未公布过类似比例[2] 迪士尼财报相关情况 - 迪士尼季度数据表现强劲，电影制片厂大幅回暖，迪士尼+新增440万用户，其核心用户数超过1.2亿[4] - 迪士尼+于2022年12月推出含广告套餐，加入主要流媒体平台进军广告业务的行列[4] - 伊格尔经常提及引导更多用户使用含广告套餐是公司的战略目标，此次他用数据进行了说明，目前美国约60%的新用户购买含广告的流媒体服务，美国含广告用户占总用户的37%，全球为30%，近期的涨价旨在引导更多用户使用含广告套餐，因为平均每用户收益和广告商对流媒体的兴趣有所增长[5] - 首席财务官休·约翰斯顿表示，流媒体的收入前景来自用户和定价，但更倾向于定价[5] - 迪士尼去年8月宣布了一系列涨价措施，并于10月生效[5]

ToplineDisney expects a more than $1 billion profit in its streaming division for its 2025 fiscal year, the company said Thursday in its quarterly earnings release, much to the delight of investors.A fireworks display at Shanghai Disney Resort on Tuesday.VCG via Getty Images Key FactsShares of Disney climbed 10% to $113 at market open, hitting its highest intraday share price since early May as Wall Street responded favorably to better-than-expected quarterly earnings and guidance. The company said it expe ...

Walt Disney is trying to roll the credits on its years-long battle to reassure Wall Street and Hollywood that it can dominate a new era of entertainment.The Magic Kingdom, which rarely issues guidance on future profits, told shareholders it expects an acceleration over the coming years – with “double-digit percentage growth” in adjusted earnings in 2026 and 2027.Shares in Disney rallied more than 9% during pre-market trading on Wednesday after it beat analysts’ expectations in the fourth quarter, with sales ...

业绩总结 - 2024财年Disney的总收入为914亿美元，稀释每股收益为4.97美元[17] - 2024财年第四季度的总收入为2,886百万美元，税后收入为2,238百万美元[67] - 2024财年第四季度的每股摊薄收益为0.25美元，同比增加79%[67] - 2024财年税前收入为7,569百万美元，较2023财年的4,769百万美元增长59%[83] - 2024财年税后收入为5,773百万美元，较2023财年的3,390百万美元增长70%[70] 用户数据 - 2024财年第四季度，Disney+国内用户数增加130万，达到5600万[32] - 2024财年第四季度，国际用户数增加320万，达到6670万[32] - 2024财年第四季度，Hulu总用户数增加90万，达到5110万[35] - 2024财年第四季度，国际流媒体ARPU为6.95美元，同比增长0.17美元[30] - 2024财年第四季度，SVOD用户的平均每月收入(ARPU)为12.54美元[35] 新产品与市场扩张 - 2024财年，Disney在D23博览会上发布了近50项公告，包括计划到2031年增加四艘邮轮，船队规模将增至13艘[5] - 2024财年，Disney在全球票房收入超过40亿美元，成为首个达到此里程碑的电影制片公司[5] 研发与技术 - 2024财年获得创纪录的60项艾美奖，其中包括两部获奖最多的剧集《将军》和《熊》[5] 财务状况 - 2024财年第四季度重组和减值费用为1,543百万美元，税后影响为1,371百万美元[67] - 2024财年重组和减值费用为3,595百万美元，较2023财年的3,836百万美元减少6%[83] - 2024财年TFCF和Hulu无形资产的摊销费用为1,677百万美元，较2023财年的1,998百万美元减少16%[83] - 2024财年第四季度的总税前收入为948百万美元，税后收入为564百万美元[67] 负面信息 - 2024财年第四季度，Disney的线性网络业务运营收入同比下降，主要由于更高的营销成本和广告收入下降[26] - 2024财年第四季度，ESPN国内业务的运营收入为9亿美元，同比下降[38] - 2024财年DTC流媒体业务的经营损失为1,472百万美元，较2023财年的2,612百万美元改善[79]