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DIS - The Walt Disney Company (NYSE)

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galumay said:
Regardless, its going to be interesting to watch
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Seems like Amazon is going to have the toughest time. Late to the party and no existing content. Dis and Netflix could set up a very strong duopoly which will be hard break.

I am not sure where Apple TV+ and Prime fit in?

Google is taking a different approach which I think is the way of future. Youtube and Stadia could soon dominate the entertainment market. I am not a gamer and I like the idea.

 
As I say, very hard to know. I wouldn't dismiss Prime, I am a subscriber and they have some great content, the backing of Amazon cant be taken lightly. We dont know where Apple will fit in, maybe not at all, maybe the main player in the long run. No one has as much cash to spend if they decide they want to play in the space.

I hadn't even considered Google because i dislike the environment so much, its up there with Facebook for me and I have scrubbed both from all my online devices. You are right though, they could become a major player if they could convert Youtube from the **** show it is now and Stadia looks like it might be a force in the eSport space. Watching that video made me realise how quickly the scene is changing.
 
galumay said:
I admire your conviction!
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I am not saying Disney will forever be the king of content, I am saying content in general will always be king.

Think about it, if you don’t like a show that’s on tv, you flick to a different channel.

Consumers don’t fall in love with a distribution system, they fall in love with content.

Netflix is trying to become a studio, and generate content, but it is kinda at the mercy of its suppliers if they decide to withdraw content agreements.

Net flix is no different to any other channel, if it can’t get the best content, people will change channels.
 
fiftyeight said:
Seems like Amazon is going to have the toughest time. Late to the party and no existing content. Dis and Netflix could set up a very strong duopoly which will be hard break.

I am not sure where Apple TV+ and Prime fit in?

Google is taking a different approach which I think is the way of future. Youtube and Stadia could soon dominate the entertainment market. I am not a gamer and I like the idea.

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Disney owns “maker studios” so it earns quite a bit from YouTube, also the Disney music videos get a lot of views, for example the frozen song “let it go” got over 1 Billion views on YouTube, not to mention even their movie trailers earn income for a big film before the film hits the cinema, think about the upcoming marvel films, already getting millions of views on YouTube.

Again, YouTube is a distribution service, it relies on having the content people want to see.

I love you tube, it’s a great eco system where content generators of all sizes can share their content.
 
fiftyeight said:
Australians wont pay $6.99 and it wont stay at $6.99 for long haha

When it comes to capturing the minds of the young, I wonder how online gaming with huge titles like Fortnite eat in to this?

This may actaully turn out to be a positive thing for Netflix. They have mostly established them selves as the dominant player, but are spending huge money on content. I wouldnt think many would cancel Netflix for Dis, rather it is an additional subscription. So Netflix wont lose too many subs but no longer have to pay huge licensing fees and reduce the money spent on content creation for the markets Dis dominate
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yea, Disney+ would definitely be an addition to Netflix rather than user choosing one over the other.

Disney the brand is, of course, those cartoon and family friendly "Disney" stuff kids and parents come to trust. But they also own other studio/brands that make more matured/violent pics parents wouldn't want their toddlers watching... Pixar fits in with Disney... Marvel is pretty Disnified action so might work too.

So not sure how they could brand Disney+ to also include more matured content for the teens and the old folks without diluting the Disney brand.

But I supposed Netflix is doing fine with a simple Kids tab and parental passcode protection.

But as VC said, in media content is king and Disney currently have loads of it. More to come as they go live-action all their cartoons; spin off sole character movies for Star Wars etc. Not to mention the overpriced toys and stationary.

It's freakin genius what these guys are doing.
 
Value Collector said:
Avengers endgame is smashing box office records globally.

$1.2 Billion US, in the first weekend, not to mention Disney also took out number 2 spot with captain marvel which has been out for a few weeks already.
https://www.smh.com.au/entertainmen...ords-with-us1-2b-opening-20190429-p51i2e.html
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Wow, It’s a great year at the Box office for Disney.

Avengers Endgame is over $2.7 Billion and looks like it may become the highest grossing movie of all time.

While Capitain marvel did over $1.1 Billion.

Aladdin live action did $880 Million

Toy story 4, in the first 2 weeks has done over $500 Million.

Still to come this year we have,

Frozen 2,
Star Wars,
The lion king,

Not to mention at the parks we have the opening of the stars wars lands at Disneyland in California and disneyworld in Florida.
 
The price of DIS is coiling for another BO on the daily chart. I've posted a monthly chart on the left that shows Disney's great decade.

DIS0507.PNG
 
Food for thought, I read that Disney could be the top stock to purchase this week based on streaming news and partnership with amazon. Setup to overtake Netflix subscribers within 2-3 years. Could be an interesting hedge! Thoughts?
 
stephen1968 said:
Food for thought, I read that Disney could be the top stock to purchase this week based on streaming news and partnership with amazon. Setup to overtake Netflix subscribers within 2-3 years. Could be an interesting hedge! Thoughts?
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Disney is certainly doing very well in the streaming business with its Disney+.

For me the big story over the next year or so will be the recovery of its theme parks, Hotels and cruise ships.

If in 18 months from now Disney+ Has grown, and the Themeparks, Hotels, Cinemas and cruise ships will hopefully be well into a recovery.
 
Hello you fantastic and intelligent individuals. I do hope you are having a wonderful Christmas and relaxing alot.

I was very interested in possibly buying Walt Disney in 2023. This stock seems to have bottomed. There is a few positives for the company including Bob Iger returning as Chief Executive he previously worked there from 2005 to 2020. The key focus now seems to be on the Disney+ subscribers which have reached 152.1 million after adding 14.4 million recently. Of course it has had a terrible year, in particular with the bear market in the US and the theme parks not doing aswell. I kindly wondered please if anyone had any thoughts or opinions on this company please, would be very interested to hear your thoughts? I would be ever so grateful for any advice or opinions you can give.

I do hope you continue to enjoy the festive period and sending you lots of good wishes as we get closer to the New Year.
 
Hi Robert and welcome to the forum, we don't tend to give advice as we are just a bunch of people that enjoy sharing our common interest.
I personally have never looked at Disney shares, as I tend to invest in the Australian market, however there are some members on the forum who invest in overseas markets, so they may well give their opinions.
But I'm sure it won't be advice, you have to be licensed to give that, as far as I know.
 
robertbanking said:
Hello you fantastic and intelligent individuals. I do hope you are having a wonderful Christmas and relaxing alot.

I was very interested in possibly buying Walt Disney in 2023. This stock seems to have bottomed. There is a few positives for the company including Bob Iger returning as Chief Executive he previously worked there from 2005 to 2020. The key focus now seems to be on the Disney+ subscribers which have reached 152.1 million after adding 14.4 million recently. Of course it has had a terrible year, in particular with the bear market in the US and the theme parks not doing aswell. I kindly wondered please if anyone had any thoughts or opinions on this company please, would be very interested to hear your thoughts? I would be ever so grateful for any advice or opinions you can give.

I do hope you continue to enjoy the festive period and sending you lots of good wishes as we get closer to the New Year.
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now maybe it is because i read alternative media , but Disney seems to get a lot of mocking , and bad reviews on recent productions ,

but one possible trend that is less political is , will discretionary/entertainment spending decline if the global economy continues to worsen , gambling should hold better because of the addiction factor , but unless Disney can outdo Netflix , it basically has to buy it's own communication company ( like maybe FOX ) to get the 'add-on ' factor to subscription customers
 
robertbanking said:
Hello you fantastic and intelligent individuals. I do hope you are having a wonderful Christmas and relaxing alot.

I was very interested in possibly buying Walt Disney in 2023. This stock seems to have bottomed. There is a few positives for the company including Bob Iger returning as Chief Executive he previously worked there from 2005 to 2020. The key focus now seems to be on the Disney+ subscribers which have reached 152.1 million after adding 14.4 million recently. Of course it has had a terrible year, in particular with the bear market in the US and the theme parks not doing aswell. I kindly wondered please if anyone had any thoughts or opinions on this company please, would be very interested to hear your thoughts? I would be ever so grateful for any advice or opinions you can give.

I do hope you continue to enjoy the festive period and sending you lots of good wishes as we get closer to the New Year.
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Hi Robert,

There is a thread about The Walt Disney Company located here

DIS - The Walt Disney Company (NYSE)

Regardless, its going to be interesting to watch Seems like Amazon is going to have the toughest time. Late to the party and no existing content. Dis and Netflix could set up a very strong duopoly which will be hard break. I am not sure where Apple TV+ and Prime fit in? Google is taking a...
www.aussiestockforums.com www.aussiestockforums.com
 
divs4ever said:
but unless Disney can outdo Netflix , it basically has to buy it's own communication company ( like maybe FOX ) to get the 'add-on ' factor to subscription customers
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Disney already has huge investments in media networks.

In addition to the Disney + subsricption service, it also owns the ABC broadcasting network, Hulu, ESPN sports networks, and has many pay TV channels.
 
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