Chef Mickey
Well-Known Member
Thanks for editing out the fact I posted in your quote of what I said. Objectively, Disney has underperformed Comcast over 10 years
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Disney Vs Comcast
- Thread starter seascape
- Start date
StarWarsGirl
Well-Known Member
- In the Parks
- No
They don't need to. This debt isn't coming due until after 2030. They are making a profit.
Debt isn't an issue. All companies have debt. Ones that don't are doing something wrong because debt is how a business grows. It's when a company can't pay back debt that it's an issue. Short term debt is what you want to look at. Comcast is doing fine in terms of short term debt. They just shouldn't take on another acquisition without getting rid of some of that long-term debt.
Disstevefan1
Well-Known Member
All I know is looking at my Disney stock its a total gain of almost 30 percent.
Looking at my Comcast stock a total loss if 9 percent.
Looking at my Comcast stock a total loss if 9 percent.
Stripes
Premium Member
Investing is about the future, not the past.
Let’s see about the next 10 years, shall we?
Stripes
Premium Member
I don’t know what you’re saying here. Both films also have anti-authoritarian undertones.
Mr. Pusskers
Active Member
After reading all this and also having worked for Comcast seems to be nothing more than a hate Universal for their recent success in a theme park. Universal has come a long way and has exceeded what Disney has been longing for. Imagination and sticking to their principles.
Now Comcast is losing cable customers duo to streaming and finally competition. This is not any new news
Comcast has gained on the internet side with great service
Comcast has really taken off on the Business class side and growing
Disney has been making Losing Movies and has lost of its potential of what it could be.
Now Comcast has always been hated and has improved greatly on issues. Verizon Fios is not what it was all supposed to be.
Yes, this can go on and on and good and bad points for each side. But at the end of the Day is I see bashing a company because they did something that Disney has not been able to do in a long while. Build an entire theme park with theming and imagination and added a lot of shows and foods to try and eat. Universal has come on strong. They have very big success with future generations to come. Disney and their higher way outpriced parks and attractions has outpriced the average families from going or ever coming back. I truly love and miss the old WDW and what it used to be in Movies and attractions, food and stays. They lost mine and my family's business and Universal after visiting it has gained a lot of our friends and family's business. Disney needs to re-evaluate itself and take a good deep look into what has changed and why.
Now Comcast is losing cable customers duo to streaming and finally competition. This is not any new news
Comcast has gained on the internet side with great service
Comcast has really taken off on the Business class side and growing
Disney has been making Losing Movies and has lost of its potential of what it could be.
Now Comcast has always been hated and has improved greatly on issues. Verizon Fios is not what it was all supposed to be.
Yes, this can go on and on and good and bad points for each side. But at the end of the Day is I see bashing a company because they did something that Disney has not been able to do in a long while. Build an entire theme park with theming and imagination and added a lot of shows and foods to try and eat. Universal has come on strong. They have very big success with future generations to come. Disney and their higher way outpriced parks and attractions has outpriced the average families from going or ever coming back. I truly love and miss the old WDW and what it used to be in Movies and attractions, food and stays. They lost mine and my family's business and Universal after visiting it has gained a lot of our friends and family's business. Disney needs to re-evaluate itself and take a good deep look into what has changed and why.
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Chef Mickey
Well-Known Member
Good argument. Nothing matters except the unknown. Let’s ignore their entire history and all evidence.
Stripes
Premium Member
Well, I thought we could have a thoughtful discussion about this comparison.
The value of the Fox assets to Disney versus the value of the Sky assets to Comcast after about 5 years seemed like it could be an interesting discussion.
It has quickly become nonsensical and toxic.
The value of the Fox assets to Disney versus the value of the Sky assets to Comcast after about 5 years seemed like it could be an interesting discussion.
It has quickly become nonsensical and toxic.
I wouldn't take your financial advice. You clearly are viewing the company through rose colored glasses and trying to make up excuses for poor performance. The dividend yield for Disney was crap before the pandemic so stop trying to pretend that is the grand excuse for their poor performance. Disney has been floundering and making poor decisions for decades. I'm not a big fan of Comcast either, but the numbers simply don't lie... you would have been far better off putting money in Comcast than in Disney.
I think the problem is you wanted people to support your claims. When they don't you suddenly think it is a toxic discussion. Numbers don't lie, but you can lie to yourself about what your seeing... and I think that is what you are doing. Just because people on this forum tend to be fans of Disney doesn't mean they aren't going to be honest when Disney does stupid things or fails to perform.
Maybe a better idea would have been just to look at the assets Disney has purchased over the years and looked honestly at how they grew or sank those assets. The reality is Disney has a track record of doing really poorly with some of the biggest assets they have purchased. Look at Lucasfilm... my god they buy some great franchises and then destroy them all...
Stripes
Premium Member
The dividend yield was obviously not as high as Comcast’s considering Comcast’s largest business is their communications business (Xfinity).
Let’s chat in 5 years…
What are my claims? The issue is that people are talking absolute nonsense that has nothing to do with the Fox assets or the Sky assets to this discussion, some of which has obvious political commentary that is blatantly against forum rules and includes factual inaccuracies.
Marvel, while quality suffered during the pandemic, has been a home run for Disney. Deadpool and Wolverine and Thunderbolts were both great films. Fantastic Four and Doomsday look very exciting. Pixar remains the greatest animation studio in the world under Disney’s leadership. Lucasfilm has been hit or miss, but the hits are phenomenal. Andor is the greatest Star Wars has ever been. It is better than the original trilogy, in my opinion. Skeleton Crew was great too. Disney produced that. FX is absolutely crushing it in terms of creating quality content.
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Comcast and all cable companies are losing internet customers. Their internet profits are up because people are stupid. The vast majority of users only need 5g wireless internet. I can watch two 4k movies and my wife and I can still use our cell phone internet all with Tmobile. 5g service will continue to gain customers as Comcast, Charter and Optimum lose internet customers. Comcast's biggest problem is their 90 billion in debt on a shrinking cable tv and internet business.
Now back to the subject of this tread. What saved Disney from a horrible purchase was Comcast buying Sky and the Federal Government forcing the sale of the RSNs. Those sales gave Disney over $25 billion on assests that are worth less than $10 billion today. Think of how much debt Disney would have without those sales along with another $20 or billion if they had purchased the rest of Sky.
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Chef Mickey
Well-Known Member
Yes and you contributed to that by ignoring evidence. Disney is horribly managed.
Stripes
Premium Member
You keep saying that. Disney is an incredibly well-managed company.
I just presented the same amount of evidence as you.
When I call Disney, I get incredibly competent and friendly people that genuinely help with my situation. When I call Comcast I get people that are rude and shamelessly lie trying to sell me on their latest so-called “deal.” They waste my time with no regard for their customer.
That pretty much tells me what company is better managed.
I actually work for what is likely the best managed company on the planet and I used to work for one of the worst, so I know a thing or two about what can be considered “horribly” managed. Under no circumstances can Disney be considered a “horribly managed” company.
Chef Mickey
Well-Known Member
Now I know you're not a serious person.
Chef Mickey
Well-Known Member
No circumstance huh? Let's test that. The circumstance is creating value for shareholders.
In the last 10 years:
DIS is up 6%
S&P500 is up 188%.
EPS is a third of what it was 5 years ago and still hasn't recovered.
Disney's management is horrible, incompetent, and corrupt.
Snow White, horrible management.
Attachments
Stripes
Premium Member
So you are saying that in 2017 they had fantastic management?
What about 2021, when Disney’s stock price was at an all-time high (up 330% over 10 years), and their free cash flow was a fraction of what it is now.
All of these measurements are divorced from whether the company has good management. These are small snapshots in time and they tell you nothing about the company’s management.
Over the past 5 years the company navigated a pandemic that, due to circumstances beyond their control, had an outsized effect on their business compared to their competitors and the rapid collapse of their entire industry’s business model due to significant changes in consumer preferences. Do you place no value on these headwinds whatsoever?
If you are so confident that Disney is poorly managed, am I to assume that you are shorting the stock?
My goodness. A movie flopped
That never happens!
/s
When a company produces a movie that flops, you immediately rush to the conclusion that they have horrible management? What about vice versa?
Inside Out 2, Deadpool and Wolverine, Lilo and Stitch. Fantastic management, right?
'Inside Out 2' Becomes the Highest-Grossing Animated Film of All Time Globally - The Walt Disney Company
"Inside Out 2" is now the highest-grossing animated film of all time, surpassing "Frozen II" as the top animated film ever.
thewaltdisneycompany.com
‘Deadpool & Wolverine’ Breaks Box Office Records with Largest R-rated Global Opening Ever - The Walt Disney Company
It was a record-breaking box office weekend for Marvel Studios’ "Deadpool & Wolverine," which stars Ryan Reynolds and Hugh Jackman.
thewaltdisneycompany.com
‘Lilo & Stitch’ Shatters Box Office Records with Massive Global Debut - The Walt Disney Company
"Lilo & Stitch," the live-action reimagining of the 2002 animated classic, opened as the No. 1 film around the world, shattering box office records.
thewaltdisneycompany.com
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Thunderbolts cost 180 million to make 100 million to market... At the moment they are looking at getting 220 from both foreign and domestic ticket sales... So they haven't even broken even yet.... of the movies you've listed only Deadpool has made them money. The fact is it doesn't matter if you like the movie or I like the movie, what matters is whether it makes money. Skeleton Crew and Andor generate no real revenue because they are just used to try and get subscribers for Disney+... and Disney+ has done so poorly that Disney is trying to bundle it with Hulu and everything else they can think of because it can't keep subscribers. At the moment a large segment has decided to wait for a 2 dollar deal, get it for a month to binge content and then cancel. It's not performing. If it was Hulu would still be on its own and not be getting wrapped up in Disney+ service.