Recent content by Slpy3270

Only reason the stock isn't down more is because the parks slowdown was kinda priced in given the stock's gradual decline since the last report. At the very least it had a decent quarter, which can't be said for fellow Dow components Nike and Intel; who knows if the latter will even remain in...

The wild premarkets swings suggest Disney investors can't agree on anything. A curse they've had since Iger let slip ESPN had peaked in August 2015.

Wow what a beat. Remarkable given the parks softness.

Prediction: Disney will tout massive bump in studio profits, but everyone will instead be focused on said profits being overshadowed by the bigger profit centers - parks and TV - slowing/declining worse than expected, and streaming not making up for that fast enough. Disney reclaiming the top...

2025-26 will mark the first time since 1983-84 that Turner/TNT Sports has not aired any NBA games, as the league has rejected their offer and has signed new deals with Disney/ESPN, Comcast/NBCUniversal and Amazon...

And as much as everyone touts Netflix as the "future", even they seem to have confided that they're never going to be as profitable as legacy media once was. Ever. Especially given the recent cuts, cancellation, and of course, Scott Stuber's departure from the film unit.

Trouble with Hugh saying that the path to streaming profitability isn't linear is that streaming isn't growing fast enough to offset linear networks' continued decline, and parks may not be enough to cushion the streaming losses. Time for legacy media companies is running out to make the math...

The biggest challenge facing Disney and everyone else is getting that red bar down in a declining environment for linear and theatrical. Not clear how anyone can do that without ruining said industries.

$1 billion of stock repurchased in Q2.

Disney expects a DTC loss for Q3 and net sub losses for that segment as well.

"Linear networks are deeply embedded in our direct-to-consumer strategy" Not something you'd say if you don't consider them "core".

An ESPN+ tile will be available to Disney+ subscribers by the end of the year.

Will it be worth it if we lose Inside the NBA as well? It'll be hard imagining NBA coverage without Ernie, Charles, Kenny and Shaq for the next decade.

So...bets on whether or not TNT keeps the NBA?

https://deadline.com/2024/04/netflix-earnings-streaming-subscribers-1235889403/ Netflix blew past earnings, revenue and sub numbers, but is expected to miss guidance targets and will no longer report quarterly subscriber numbers and ARPU. Soo...