News Disney’s Fiscal Full Year and Q4 2025 Earnings Results Webcast

[networkpro]

Disney Shares Fall After Earnings, but Wall Street Analysts Are Bullish

"Don’t get DIStracted," says one analyst, while another expert offers: "The stock looks increasingly attractive to value investors."

www.hollywoodreporter.com

There's a yahoo finance article that's even less flattering, if it's too long and read land I'll summarize it quickly. 5 year stock price change: 202 to 102. Author suggests they are now the worst run entertainment company and they should be out up for sale.

https://finance.yahoo.com/news/disney-america-worst-entertainment-company-151546665.html?prefer_reader_view=1&prefer_safari=1

 

[Sirwalterraleigh]

There's a yahoo finance article that's even less flattering, if it's too long and read land I'll summarize it quickly. 5 year stock price change: 202 to 102. Author suggests they are now the worst run entertainment company and they should be out up for sale.

Sale would be his escape hatch

What the real deal is this: it’s Been too long. Nobody is on their game after 20 years.

The problem is there’s no “family” to oversea the board anymore.

Eisner was better creative and he had to go…so why would this one not be burned in the same amount of time or sooner?

 

[BrianLo]

There's a yahoo finance article that's even less flattering, if it's too long and read land I'll summarize it quickly. 5 year stock price change: 202 to 102. Author suggests they are now the worst run entertainment company and they should be out up for sale.

Riddle me this. Which major old studio media peer will be shortly left standing? Hint - none.

I think the 10 year performance is honestly more informed anyways. Chapek’s India streaming stock bubble lost him his job. It’s not an Interesting marker. 10 years tells the story, which is one of by their teeth survival in a sector that fell apart. It’s a lost decade.

 

[Sirwalterraleigh]

Riddle me this. Which major old studio media peer will be shortly left standing? Hint - none.

I think the 10 year performance is honestly more informed anyways. Chapek’s India streaming stock bubble lost him his job. It’s not an Interesting marker. 10 years tells the story, which is one of by their teeth survival in a sector that fell apart. It’s a lost decade.

Wait…what?

That’s your takeaway?

Oh dear

 

[MisterPenguin]

Turbocharged! Disney Parks Division Sets New Record for Spending, $1 Billion Increase Forecast for 2026

The Disney Parks division has announced record capital expenditures for 2025, with plans to continue growing in 2026 and beyond

blogmickey.com

 

[Sirwalterraleigh]

Turbocharged! Disney Parks Division Sets New Record for Spending, $1 Billion Increase Forecast for 2026

The Disney Parks division has announced record capital expenditures for 2025, with plans to continue growing in 2026 and beyond

blogmickey.com

Replacements…

Nice try with that

 

[Sir_Cliff]

There's a yahoo finance article that's even less flattering, if it's too long and read land I'll summarize it quickly. 5 year stock price change: 202 to 102. Author suggests they are now the worst run entertainment company and they should be out up for sale.

https://finance.yahoo.com/news/disney-america-worst-entertainment-company-151546665.html?prefer_reader_view=1&prefer_safari=1

That was a very strange article to me, with the main point being that Disney should basically be sold off because it has too many competitors in all segments other than theme parks and cruises. It seems unusual to talk of "Disney’s ill-fated streaming service, Disney+" then note it was a bright spot in the report and now a valuable asset, but wave that away by stating it took billions to build it up, which I think is true of all the streamers...? He also seems to think the fact it has competitors is a sign that, I don't know, Iger was wrong to launch it? Hard to tell.

Overall, it was difficult for me to discern what the author was claiming was so badly run about Disney, except maybe the acquisitions of Pixar, Marvel, Lucasfilm, and 21st Century Fox. Perhaps the last one I could see, but the others? As noted above, he doesn't seem to like Disney's attempt to move into streaming, but his complaint about the acquisitions was that Iger was creating a legacy media company that was being outflanked by streaming companies. Is his point that Disney should have moved into streaming earlier, but, I guess, not poured a lot of money into it? But then they would still be competing with YouTube now, so...?

Odd.

 

[Sirwalterraleigh]

That was a very strange article to me, with the main point being that Disney should basically be sold off because it has too many competitors in all segments other than theme parks and cruises. It seems unusual to talk of "Disney’s ill-fated streaming service, Disney+" then note it was a bright spot in the report and now a valuable asset, but wave that away by stating it took billions to build it up, which I think is true of all the streamers...? He also seems to think the fact it has competitors is a sign that, I don't know, Iger was wrong to launch it? Hard to tell.

Overall, it was difficult for me to discern what the author was claiming was so badly run about Disney, except maybe the acquisitions of Pixar, Marvel, Lucasfilm, and 21st Century Fox. Perhaps the last one I could see, but the others? As noted above, he doesn't seem to like Disney's attempt to move into streaming, but his complaint about the acquisitions was that Iger was creating a legacy media company that was being outflanked by streaming companies. Is his point that Disney should have moved into streaming earlier, but, I guess, not poured a lot of money into it? But then they would still be competing with YouTube now, so...?

Odd.

You have to look at the angle it’s coming from:

Their stock is stagnant compared to the market and all the balls that they once juggled in the air are now falling to the ground

It’s really a gripe about erratic management and it’s hard to argue that…

He just does an awful job in actually making that point

Just my take

Eventually the last people in bobs Alamo will realize what the problem is and give up the defense.

Just too long and it’s not gonna fix itself

 

[BrianLo]

That was a very strange article to me, with the main point being that Disney should basically be sold off because it has too many competitors in all segments other than theme parks and cruises. It seems unusual to talk of "Disney’s ill-fated streaming service, Disney+" then note it was a bright spot in the report and now a valuable asset, but wave that away by stating it took billions to build it up, which I think is true of all the streamers...? He also seems to think the fact it has competitors is a sign that, I don't know, Iger was wrong to launch it? Hard to tell.

Overall, it was difficult for me to discern what the author was claiming was so badly run about Disney, except maybe the acquisitions of Pixar, Marvel, Lucasfilm, and 21st Century Fox. Perhaps the last one I could see, but the others? As noted above, he doesn't seem to like Disney's attempt to move into streaming, but his complaint about the acquisitions was that Iger was creating a legacy media company that was being outflanked by streaming companies. Is his point that Disney should have moved into streaming earlier, but, I guess, not poured a lot of money into it? But then they would still be competing with YouTube now, so...?

Odd.

Ironically, this is the one time that I actually feel like the recent stock price shifts are correlated to experiences. There’s some legacy media holdovers, but the value of the company isn’t being hammered by its legacy linear assets as it once was. Less than 10% of revenue now comes from linear.

The market seems to be reacting negatively to the near term guidance that the next two quarters are also sub-par (through March 31). The biggest contributor there seems to be DCL Adventures delay. Mixed with the preloaded underperformance of Tron.

That article is a bit silly because really its point is that Disney is the worst run legacy media company, because it’s the last one left.

As far as current price performance goes, Disney is in the bottom end of their historical pre-Covid bubble valuation. There isn’t a whole lot of downside unless income starts declining, which is the opposite of their forecasts. It just dropped below a 15 point P/E for the first time in many years.

 

[Sirwalterraleigh]

Ironically, this is the one time that I actually feel like the recent stock price shifts are correlated to experiences. There’s some legacy media holdovers, but the value of the company isn’t being hammered by its legacy linear assets as it once was. Less than 10% of revenue now comes from linear.

The market seems to be reacting negatively to the near term guidance that the next two quarters are also sub-par (through March 31). The biggest contributor there seems to be DCL Adventures delay. Mixed with the preloaded underperformance of Tron.

That article is a bit silly because really its point is that Disney is the worst run legacy media company, because it’s the last one left.

As far as current price performance goes, Disney is in the bottom end of their historical pre-Covid bubble valuation. There isn’t a whole lot of downside unless income starts declining, which is the opposite of their forecasts. It just dropped below a 15 point P/E for the first time in many years.

Next two quarters? A dcl ship?

You want to go outside the box and try to make sense of about 50 quarters of “negative reactions”?

…better get coffee first

 

[BrianLo]

Next two quarters? A dcl ship?

You want to go outside the box and try to make sense of about 50 quarters of “negative reactions”?

…better get coffee first

That’s why I said it’s ironic, I’m changing my tune for once.

50 quarters worth of Linear and legacy media decline. It’s almost never been about experiences for the last decade.

 

[Sirwalterraleigh]

That’s why I said it’s ironic, I’m changing my tune for once.

50 quarters worth of Linear and legacy media decline. It’s almost never been about experiences for the last decade.

That Is the “catalyst”…but it’s now exposing a lot of their weaknesses in other areas

I say it all the time…but it’s worth noting: it takes a LONG time for Disney to suffer visibly for their mistakes. Their rep as the top of the entertainment tree shields them.

But parks aren’t meant to carry the whole load for an international IP/TECH MEGACORP with an identity crisis.

They’re burning down the forest to try and save one 5’2” tree