CinematicFusion
Well-Known Member
Disney will never be the same without the cable bundle and ESPN.
Made all its money that way… it’s over
Made all its money that way… it’s over
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Disney Stock Approaching 9 Year Low
- Thread starter Chef Mickey
- Start date
John park hopper
Well-Known Member
Disney stock 82.75 how low will it go????
networkpro
Well-Known Member
- In the Parks
- Yes
Wow, that's really brutal when the investment community has such a low opinion of how a company is utilizing its assets to reduce its goodwill estimation that much. It's almost to the point where either there is a larger management change/restructuring or the beginnings of divestiture of some business lines.
Here is a discussion video about the stock low and possible firing Bob Iger: And I thought I was the only person that’s doom and gloom about the end of Disney. I hope Bob Iger gets fired and hire Tom Staggs and Kevin Mayer as new co-ceos. But I guess that’s just me. It might be the end of……….ugh! i hate saying that!
WaltsTreasureChest
Well-Known Member
Eisner will be back
Magic Crush Drop
Active Member
Finally someone good.
DIS is a 250 stock and will be in 4 years' time.
Better long today! Back up the truck!
Disstevefan1
Well-Known Member
Disstevefan1
Well-Known Member
Disstevefan1
Well-Known Member
FIFYYoupeopleshareholders are so sad.
John park hopper
Well-Known Member
$84.16
WoundedDreamer
Well-Known Member
You know, I'm going to be totally blunt and say that I fell hook, line, and sinker into the streaming stuff. I thought the masses would pay whatever they needed to access their content. But man, was I so wrong. I thought Disney+ and their streaming content could go the distance. I thought Disney+ would be an absolute leviathan. But it's becoming clear that I and many others succumbed to hype that was disguising something that increasingly looks untenable.
I'm dumbfounded that I miscalculated so badly. Streaming is beginning to look like the tech bubble of the 1990s. In the late 1990s, traditional media firms merged with new online companies. Most prominently, AOL and Time Warner united. There was intense pressure on Disney to find a match or make acquisitions. While Disney would make a foray into web services with go.com, it was relatively small. When the tech bubble burst, Disney came away with minor wounds. Other firms, like AOL-Time Warner, would destroy tens of billions in value. It was catastrophic.
Eisner, who by then was having issues with his leadership, knew one thing that saved Disney billions. Disney is a storytelling company. It is not internet search engine company. It is not a movie theater owner. It is not a satellite dish company. One of the reasons Eisner would resist Comcast's acquisition of Disney, was his belief that Disney at its best creates "evergreen" products and services. In other words, whatever happens people will watch good films and tv shows. Eisner argued that these stories will retain value regardless of the medium of delivery. It doesn't matter if it's a Disney story in a cinema, in a broadway theater, on television, or whatever. There will always be distributers looking for Disney content as long as it's good.
And that worked wonders- until Disney+. Disney+ is ultimately a medium of delivery. It is a tech platform. It is not a storytelling medium. It has more in common with Comcast cable than it does filmmaking and other forms of storytelling. And now it is blowing up in their face.
Imagine an alternate reality where Iger had said "we're going to have a bidding war where the winner will be the exclusive home of all Disney streaming content for ten years." This would be similar to what the NFL does for its sports rights. Imagine if Disney had gotten Netflix, Comcast, Apple, and Amazon into a bidding war with each other. Being the home of Disney content would be the holy grail of streaming. They could have signed a ten year 50 billion dollar deal. In return, they would not need to run any of the logistical and technical backend. And they wouldn't need marketing expense either. It would be profitable from day one. Running the same strategy with ESPN and their other television content also could work. And as the streaming services consolidated and became profitable, Disney could increase their licensing fee similar to their successful but increasingly outmoded cable strategy.
In retrospect, it all is becoming clear that Disney+ and their other streaming efforts were a mistake. A mistake I cheered on. I made a terrible miscalculation on this. Lesson learned. I'll blame it on my youthful exuberance!
I'm dumbfounded that I miscalculated so badly. Streaming is beginning to look like the tech bubble of the 1990s. In the late 1990s, traditional media firms merged with new online companies. Most prominently, AOL and Time Warner united. There was intense pressure on Disney to find a match or make acquisitions. While Disney would make a foray into web services with go.com, it was relatively small. When the tech bubble burst, Disney came away with minor wounds. Other firms, like AOL-Time Warner, would destroy tens of billions in value. It was catastrophic.
Eisner, who by then was having issues with his leadership, knew one thing that saved Disney billions. Disney is a storytelling company. It is not internet search engine company. It is not a movie theater owner. It is not a satellite dish company. One of the reasons Eisner would resist Comcast's acquisition of Disney, was his belief that Disney at its best creates "evergreen" products and services. In other words, whatever happens people will watch good films and tv shows. Eisner argued that these stories will retain value regardless of the medium of delivery. It doesn't matter if it's a Disney story in a cinema, in a broadway theater, on television, or whatever. There will always be distributers looking for Disney content as long as it's good.
And that worked wonders- until Disney+. Disney+ is ultimately a medium of delivery. It is a tech platform. It is not a storytelling medium. It has more in common with Comcast cable than it does filmmaking and other forms of storytelling. And now it is blowing up in their face.
Imagine an alternate reality where Iger had said "we're going to have a bidding war where the winner will be the exclusive home of all Disney streaming content for ten years." This would be similar to what the NFL does for its sports rights. Imagine if Disney had gotten Netflix, Comcast, Apple, and Amazon into a bidding war with each other. Being the home of Disney content would be the holy grail of streaming. They could have signed a ten year 50 billion dollar deal. In return, they would not need to run any of the logistical and technical backend. And they wouldn't need marketing expense either. It would be profitable from day one. Running the same strategy with ESPN and their other television content also could work. And as the streaming services consolidated and became profitable, Disney could increase their licensing fee similar to their successful but increasingly outmoded cable strategy.
In retrospect, it all is becoming clear that Disney+ and their other streaming efforts were a mistake. A mistake I cheered on. I made a terrible miscalculation on this. Lesson learned. I'll blame it on my youthful exuberance!
TP2000
Well-Known Member
Disney stock continues to slide lower this week, even though the Dow went higher the past few days.
Past 5 Days = Disney -1.35% and Dow Jones +1.31%
Past 1 Month = Disney -5.19% and Dow Jones -1.88%
Past 6 Months = Disney -14.47% and Dow Jones +6.82%
Past 12 Months = Disney -24.80% and Dow Jones +10.73%
Past 5 Days = Disney -1.35% and Dow Jones +1.31%
Past 1 Month = Disney -5.19% and Dow Jones -1.88%
Past 6 Months = Disney -14.47% and Dow Jones +6.82%
Past 12 Months = Disney -24.80% and Dow Jones +10.73%
John park hopper
Well-Known Member
closed at 84.29 rather anemic for a once vibrant company. Change of leadership, change of business model, get out of politics may turn things around
Sirwalterraleigh
Premium Member
When you see this in your bathroom
Damn you and your numbers!!!
How can I argue that it’s “vastly over performing”….
As only “magic, wishes, dreams, memories and experiences” can?
networkpro
Well-Known Member
- In the Parks
- Yes
When you see this in your bathroom
View attachment 740084
Damn you and your numbers!!!
How can I argue that it’s “vastly over performing”….
As only “magic, wishes, dreams, memories and experiences” can?
Get Baghdad Bob to be your spokesman ?
Sirwalterraleigh
Premium Member
So down $4 since the quarterly call…which was terrible and should have been taken as such…and down $7 since the computer generated bump the next day?
That tracks…
I guess I failed in my prediction…I said $79.99 by 16:30 EST on 9/1.
Failure…I’ll need some time alone now
