News Chapek FIRED, Iger New CEO

[Brian]

Up until summer 2019 Disney was hitting home runs. Things took a turn starting winter 2019.

But again: +56 favorable in 2021, +3 favorable in 2022. If your position is that things started taking a turn for the worse in 2019, and that was the cause, or at least a major factor in their favorability ratings, wouldn't the 2021 polling be similar to the 2022 polling?

 

[Touchdown]

But again: +56 favorable in 2021, +3 favorable in 2022. If your position is that things started taking a turn for the worse in 2019, and that was the cause, or at least a major factor in their favorability ratings, wouldn't the 2021 polling be similar to the 2022 polling?

Polls lag, and I don’t know if you noticed bu consumer sentiment is currently at an all time low.

 

[Tha Realest]

Disney was consistently one of the most admired companies / brands out there. Let’s see where they come at in the next survey of such things:

World's Most Admired Companies

The 26th edition of the list shows how much esteem Big Tech giants command among other business leaders.

fortune.com

 

[el_super]

Disney owning everything, oversaturating the market with mixed quality products, and squeezing park guests for all their worth (while making vacationing a chore) probably impact their reputation more than any political stances.

Absolutely not. How many people do you think took the poll, versus how many have actually been to a park in the last 2 years?

 

[mikejs78]

Like most things, it will die down. I don't expect this negative perception to last.

 

[JoeCamel]

Absolutely not. How many people do you think took the poll, versus how many have actually been to a park in the last 2 years?

The drop in brand value comes from all those D+ suscribers that just found out Disney expected them to pay for it going forward.....
Like yanking the food away from the lion after she has had a taste

 

[MisterPenguin]

The drop in brand value comes from all those D+ suscribers that just found out Disney expected them to pay for it going forward.....
Like yanking the food away from the lion after she has had a taste

Disney's subs increased through the last fee hike. And it's gone up every quarter. The initial 3-year people aren't getting a bill until November.

 

[Lilofan]

Like most things, it will die down. I don't expect this negative perception to last.

The average attention span of humans is 8 minutes. Goldfish have a better attention span.

 

[HauntedPirate]

Disney's subs increased through the last fee hike. And it's gone up every quarter. The initial 3-year people aren't getting a bill until November.

When Mando season 3 will debut! What are the odds of such a coincidence???

 

[MisterPenguin]

When Mando season 3 will debut! What are the odds of such a coincidence???

Imma gonna unsub for 3 years, and then buy-in for one month and binge 300 hours of Marvel and Star Wars for just that one month!!

 

[kalel8145]

Imma gonna unsub for 3 years, and then buy-in for one month and binge 300 hours of Marvel and Star Wars for just that one month!!

That's how we do Netflix. Pay for a month and power watch.

 

[Smiley/OCD]

That is also not new to 2021-2022.

Yes, but like it’s said repeatedly here, guests don’t seem to have a breaking point…maybe the events of the last 90 days is that straw (to some people)?

 

[pdude81]

People will stop coming when they start worrying about money again. It's been a while for the target demo.

 

[DCBaker]

"Disney CEO Bob Chapek opened Disney’s upfront in New York by telling the crowd of advertisers in attendance that the company “the most powerful force in the industry” and “the most enduring and beloved name in entertainment.”

After a bumpy start to 2022, at least in terms of public perception, the company has delivered some positive results recently, reporting streaming gains in the most recent fiscal quarter. The upfronts crowd has been anticipating the Disney presentation with particular relish since the news earlier this year that Disney+ is poised to add a cheaper, ad-supported tier."

“Today is a little bit like a homecoming because I started my career in advertising,” Chapek said. “Disney will be celebrating our 100th anniversary later this year and that is an incredible milestone. I can’t help but think about this moment in the context of what this company has always been, what it is today, and what it will be.”

"Chapek was the first top-level CEO of a participating company. (NBCUniversal CEO Jeff Shell spoke on Monday, but the structure is different at Comcast/NBCU.) Traditionally, ad sales and production execs dominate the stages during upfronts week.

The last time the upfronts were held in person, in 2019, Disney had consolidated previously separate presentations for ESPN and Hulu into the main event, alongside ABC and its cable networks. That streamlining will add a Disney+ element this time around, given that ad buyers will be able to get in on the company’s flagship service."

"Along with the entertainment portfolio, across linear and streaming, production and distribution, Chapek added a reference to live events in news and sports as well as the company’s theme parks."

“You can access” that ecosystem, he told ad buyers, “by partnering with us.”

Disney CEO Bob Chapek Opens Upfront By Touting The Company As “The Most Powerful Force In The Industry”

Disney CEO Bob Chapek opened Disney's upfront in New York by touting the company as "the most powerful force in the industry."

deadline.com

 

[Tha Realest]

 

[Jrb1979]

Disney Stock Won't Be a Bargain Until It Has Enough FCF for Dividends

DIS stock won't be a bargain investment until Disney can figure out how to generate enough FCF to pay dividends and do buybacks.

investorplace.com

Reading that article doesn't paint a good picture going forward.

 

[FullSailDan]

Disney Stock Won't Be a Bargain Until It Has Enough FCF for Dividends

DIS stock won't be a bargain investment until Disney can figure out how to generate enough FCF to pay dividends and do buybacks.

investorplace.com

Reading that article doesn't paint a good picture going forward.

That article is a perfect picture of investor groups gutting companies long term health for short term personal gains.

"Once Disney becomes shareholder-friendly and produces returns for its owners, then there might be a chance that its stock will rise. Until then, long-term value investors will likely stay clear of DIS stock."

There's a lot that can be said about the mismanagement of TWDC but one thing they are doing is investing in the future trend of entertainment. Without D+, Disney faces a relevancy question as theaters and cable decrease in audience numbers. Companies have growth and development phases where profits and cash on hand WILL go down. The question shouldn't be, "will TWDC pay me an annual dividend?" but rather, "Is what TWDC is doing today, going to drive better returns than I could with other investments?". Id say the answer at the moment is a little uncertain and I don't trust Chappy's ability to keep consumer optimism high with his monetization strategies. But nonetheless thats a different argument than "Pay me my annual investor dues".

 

[pdude81]

View attachment 639821

 

[pdude81]

That article is a perfect picture of investor groups gutting companies long term health for short term personal gains.

"Once Disney becomes shareholder-friendly and produces returns for its owners, then there might be a chance that its stock will rise. Until then, long-term value investors will likely stay clear of DIS stock."

There's a lot that can be said about the mismanagement of TWDC but one thing they are doing is investing in the future trend of entertainment. Without D+, Disney faces a relevancy question as theaters and cable decrease in audience numbers. Companies have growth and development phases where profits and cash on hand WILL go down. The question shouldn't be, "will TWDC pay me an annual dividend?" but rather, "Is what TWDC is doing today, going to drive better returns than I could with other investments?". Id say the answer at the moment is a little uncertain and I don't trust Chappy's ability to keep consumer optimism high with his monetization strategies. But nonetheless thats a different argument than "Pay me my annual investor dues".

I agree fully. While I wish they'd spend money on capex to grow park capacity and revenues on that front moving forward, they have to take this chance to be a leader in streaming distribution moving forward, if that continues to be the money making model. If direct content pricing and access, they're quite well positioned there too.

I miss my dividends but I'd rather the company focus on value and long-term growth while the market cap is getting bloodied.

 

[MisterPenguin]

That article is a perfect picture of investor groups gutting companies long term health for short term personal gains.

"Once Disney becomes shareholder-friendly and produces returns for its owners, then there might be a chance that its stock will rise. Until then, long-term value investors will likely stay clear of DIS stock."

There's a lot that can be said about the mismanagement of TWDC but one thing they are doing is investing in the future trend of entertainment. Without D+, Disney faces a relevancy question as theaters and cable decrease in audience numbers. Companies have growth and development phases where profits and cash on hand WILL go down. The question shouldn't be, "will TWDC pay me an annual dividend?" but rather, "Is what TWDC is doing today, going to drive better returns than I could with other investments?". Id say the answer at the moment is a little uncertain and I don't trust Chappy's ability to keep consumer optimism high with his monetization strategies. But nonetheless thats a different argument than "Pay me my annual investor dues".

So, true.

Hey, Disney, don't invest in content, just give me dividends! I'm selling!!

<Disney diverts content money to dividends>

Hey, Disney, if you're not going to invest in content, your streamer will sink the company, I'm selling!!